The Security of a 1031 Exchange

Find peace of mind and safeguard your funds with our innovative process today!

Our security protocols guarantee the secure storage of your money in your exchange account. How does it work? It's straightforward – it involves the type of account we establish with the bank and the exclusive process we use for outgoing wires. The level of security is so advanced compared to industry standards that we currently hold a patent-pending status for it.

Each secure exchange we initiate incorporates a Segregated Bank Account, ensuring that the funds of each investor are held separately, avoiding any mingling in our General Trust Account.

After the account is funded, we securely hold your funds in trust until you instruct us to disburse them for the acquisition of new property. Alongside our Fidelity Bond and Errors & Omissions insurance, we have the capability to provide full FDIC coverage on Exchanges over $2 million (please contact us for details).

When you're prepared to request funds for the purchase of a new property, our patent-pending process for outgoing wires shields you from wire fraud through a series of double checks involving our firm, you (the Client), and the escrow representative or attorney overseeing the purchase. Similar to a bank, we implement two-factor authentication to enhance the security of your account and wire authorization – ensuring the protection you require! If you have additional inquiries about our security protocols, please feel free to reach us at (619) 436-1031.