Choose an experienced and trusted Qualified Intermediary for your exchange

 

What is 1031 Exchange? 

 

Under Section 1031 of the Internal Revenue Code, owners of investment properties can sell a property and defer capital gains taxes on the sale proceeds by purchasing a “like-kind” property through a Qualified Intermediary.  

As your Qualified Intermediary, we’ll work with your legal and tax advisors to handle your transaction safely and efficiently while maximizing the benefits of your exchange. 

Tax-deferred exchanges allow investors to defer capital gain taxes as well as facilitate portfolio growth and increased return on investment. 

 

Benefits of using Valley

 ​
  • Our experienced professionals will partner with you and your advisors to create a strategy that is safe, efficient and maximizes the return on your transaction

  • Your funds are insured by the FDIC up to the stated limit


 

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