Xchange Solutions

Investment Company in San Mateo, CA
Investment Company in San Mateo, CA Are you planning to sell investment property but hate the idea of potentially paying tens of 1000's of dollars in capital gains taxes to the IRS? You can reduce or defer capital gains taxes - and grow your investments faster - with a 1031 exchange. A 1031 exchange is like a 401k for property - but you do not have to wait until you're 70 to enjoy your wealth! A Qualified Intermediary or facilitator, facilitates a 1031 exchange. The facilitator lets you know if your transaction qualifies, completes the paperwork and holds funds during the transaction.

Contact Details

100 South Ellsworth Avenue
San Mateo, CA
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About Us
read moreXchange Solutions is an independent 1031 exchange intermediary service, founded in 1996 by Kevin Hereford to provide the most professional and complete intermediary service in the industry. Your facilitator can help you with local and national exchanges. Offices are located in San Jose, San Mateo and Santa Cruz, California, Reno, Nevada and Seattle, Washington. Xchange Solutions is a member of the Federation of Exchange Accommodators, the largest national professional association providing 1031 education.
1031 Exchange facilitators in San
read moreNo two exchanges are alike so you'll want an experienced facilitator. Your Xchange Solutions facilitator has done hundreds of exchanges and is knowledgeable about relevant sections of local, state and federal tax codes. You'll understand your options clearly so you can make the right decision for your unique situation. Xchange Solutions headquarters and the office of founder, Kevin Hereford is in San Jose along with our administrative staff, master files, all documentation and banking. An array of educational events are offered including in-office presentations.
Four Types of 1031 Exchanges
read moreSometimes it's obvious which type of 1031 exchange to use. More often, property transactions are complex and it's not immediately obvious how or even if a transaction can qualify for a 1031 exchange. Use the information here as a guideline. Talk with an Xchange Solutions facilitator about the best way to structure your transaction to meet your needs. SIMULTANEOUS EXCHANGE - Initial property is sold and replacement property is purchased at the exact same time and at the same escrow office. This is the original type of 1031 exchange.
Step by step through a 1031 delayed
read moreDelayed Exchange - Property is sold and replacement property is purchased within 180 days. Replacement property must be identified within 45 days. Because of the 180 day window this is the most popular type of 1031 exchange. Talk with your Xchange Solutions facilitator to discuss your transaction. After listening to your investment objectives we'll determine the best way to structure your transaction. We'll estimate the amount of potential capital gains taxes you'll save. The exchange often begins with a standard purchase and sale agreement.
1031 Exchanges
read moreDefer capital gains taxes when you sell your property then reinvest in "like-kind" property using a 1031 exchange. Seek advice early in the planning stage from an experienced 1031 exchange facilitator. Our experienced facilitators can give you valuable suggestions on how to structure your transaction so that it qualifies as a 1031 exchange and meets your investment objectives. Xchange Solutions has facilitated tens of thousands of 1031 exchanges. Our facilitators are some of the most experienced in the industry and are experts on this section of the tax code.
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