Business Details
36 Years
experience
Trusted 1031 Exchange Solutions in Roseville, CA
Established in 1990, Asset Preservation has become a national leader in 1031 exchange services, successfully completing over 200,000 transactions. Our team of expert exchange counselors, attorneys, and accountants work collaboratively to ensure seamless transactions while maintaining the highest standards of security and compliance. As part of Stewart Information Services Corporation (NYSE: STC), we provide clients with a unique Letter of Assurance that guarantees our performance obligations.Our multi-layered security systems, including fidelity bonds and E&O coverage, protect client funds beyond industry standards. With 24/7 online exchange initiation capabilities and a dedicated commercial division for complex transactions, we serve both individual investors and corporate clients nationwide. Our commitment to excellence is demonstrated through our membership in the Federation of Exchange Accommodators and our consistent focus on innovative solutions for tax-deferred exchanges.
Services
Delayed Exchange
Reverse Exchange
Improvement Exchange
Qualified Intermediary
Tax Deferral Strategy
Commercial Exchange
Residential Exchange
1031 Exchange Consultation
Replacement Property Identification
Exchange Documentation
Details
- Year established: 1990
Highlights and features
- 30+ years of experience in 1031 exchange services since 1990
- Successfully completed over 200,000 1031 exchange transactions
- Backed by Stewart Information Services Corporation (NYSE: STC)
- Provides written Letter of Assurance for every exchange
- Maintains fidelity bonds and E&O coverage exceeding industry standards
Associations and certifications
- Federation of Exchange Accommodators
What people say
BEST SERVICE EVER
Extremely knowledgeable staff
Professional manner
Seamless process
Invaluable expertise
Services
Delayed Exchange
Our delayed exchange service allows investors to sell property and acquire replacement assets within IRS-mandated timelines. This solution provides flexibility for finding optimal investment opportunities while maintaining tax-deferred status. Our expert team coordinates all transaction aspects, ensuring compliance with 45-day identification and 180-day completion requirements.
Reverse Exchange
This service enables acquiring replacement property before selling existing assets, crucial in competitive markets. We handle complex title transfers while maintaining IRS compliance. Our experienced staff manages simultaneous closings and coordinates with title companies to ensure seamless transactions for time-sensitive opportunities.
Improvement Exchange
Our improvement exchange service allows using exchange equity to enhance replacement properties. We manage construction funds through special purpose entities while maintaining tax compliance. This solution helps investors add value to acquired properties while deferring capital gains taxes through structured improvement timelines.
Qualified Intermediary
As a leading qualified intermediary, we securely hold exchange funds and prepare essential documentation. Our services include tax compliance guidance, document preparation, and coordination with closing agents. We provide specialized security through separate accounting and Stewart Title Guaranty backing for added protection.
Commercial Exchange
Our commercial exchange division handles complex transactions involving office buildings, industrial facilities, and retail centers. We provide specialized expertise for large-scale transactions, including multiple property exchanges and sophisticated financing structures. Our team works with institutional investors and corporate clients to maximize tax benefits while meeting business objectives.
People
Pamela Michaels
Northeast Division Manager/SVP
Pamela Michaels brings extensive experience in 1031 exchanges to her role as Northeast Division Manager. She specializes in guiding investors through complex exchange transactions while maintaining strict compliance standards.
Michelle Recinos
South Texas Division Manager
Michelle Recinos provides expert guidance on 1031 exchanges in the South Texas market. Her deep understanding of regional real estate dynamics helps investors maximize tax deferral opportunities while navigating local market conditions.
Erin Crowley
Colorado Division Manager/VP
Erin Crowley leads our Colorado division with expertise in mountain resort properties and commercial real estate exchanges. She specializes in structuring complex transactions that meet both investment and tax deferral goals for clients.
Questions
What is a 1031 exchange?
A 1031 exchange allows investors to defer capital gains taxes when selling investment property by reinvesting in similar property within specific timeframes.
How long do I have to complete an exchange?
You have 45 days to identify replacement property and 180 days total to complete the exchange after selling your relinquished property.
What types of properties qualify?
Most real estate held for investment or business use qualifies, including commercial properties, rental homes, and vacant land.
How does your service work?
We act as qualified intermediaries, holding sale proceeds and facilitating tax-deferred exchanges while ensuring full IRS compliance.
What security measures protect my funds?
Your exchange funds are held in separate accounts with Stewart Title Guaranty Company backing through our Letter of Assurance.
Can I exchange into multiple properties?
Yes, our services support exchanging into multiple replacement properties while maintaining full tax-deferral compliance.
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