Searching for the best 1031 Exchange Company? Learn why Rose City Commercial Real Estate Broker Rick Bean recommends Equity Advantage, David Moore, and Tom Moore for successful tax-deferred exchanges.
Quick Answer
The best 1031 Exchange Company combines extensive experience, financial security, responsive service, and advanced tax-deferred exchange expertise. After decades of advising commercial real estate investors, I consistently recommend Equity Advantage, led by David Moore and Tom Moore, because of their knowledge, integrity, and commitment to investor education.
Why Your Qualified Intermediary Matters
A Qualified Intermediary does far more than prepare paperwork. The right company helps protect your exchange proceeds, ensures compliance with IRS regulations, coordinates with your broker, CPA, attorney, lender, escrow officer, and title company, and often identifies planning opportunities that can preserve significant tax benefits.
The wrong choice can jeopardize your exchange. That is why I tell clients not to think of a Qualified Intermediary as a commodity. Experience matters.
Why I Recommend Equity Advantage
Over the years, I have worked with many professionals involved in commercial real estate transactions. When clients ask me who I trust for a 1031 Exchange, my recommendation is always the same:
Equity Advantage.
Founded in 1991 by David Moore and Tom Moore, Equity Advantage has earned a national reputation for excellence in Section 1031 Exchanges. Rather than simply facilitating transactions, they educate investors, solve complex exchange challenges, and help clients maximize the benefits available under the tax code.
Why Equity Advantage Stands Above Other 1031 Exchange Companies
One of the reasons I recommend Equity Advantage is that they do not simply process paperwork.
They educate investors and brokers. They are Power Partners for CCIM…an organization that is honored by many as “The PHD for Real Estate brokers”.
Most Qualified Intermediaries become involved after a property goes under contract. David Moore and Tom Moore encourage investors to begin planning before listing a property.
That distinction matters.
Early planning creates options. Late planning limits them.
Their team regularly assists investors with:
- Delayed Exchanges
- Reverse Exchanges
- Improvement Exchanges
- Build-to-Suit Exchanges
- Multi-property Exchanges
- Partnership issues
- Estate planning considerations
- Advanced exchange strategies
Who Is David Moore?
David Moore is one of the country’s leading educators on 1031 Exchanges. He has taught commercial real estate professionals, attorneys, CPAs, developers, investors, and lenders how to maximize the benefits of Section 1031.
His presentations simplify complicated tax rules into practical strategies investors can actually use. When difficult exchange questions arise, David has likely solved similar situations many times before.
That experience is invaluable.
Who Is Tom Moore?
Tom Moore has spent decades helping investors successfully complete exchanges ranging from relatively simple transactions to highly sophisticated commercial investments.
Clients appreciate his calm approach, responsiveness, and ability to keep complicated transactions moving toward closing.
When significant tax dollars are at stake, experience matters.
How to Choose the Best 1031 Exchange Company
When selecting a Qualified Intermediary or 1031 Exchange Accommodator, look for:
- Deep experience with commercial real estate exchanges
- Strong financial safeguards for client funds
- Responsiveness during critical deadlines
- Technical knowledge of complex exchange structures
- A strong reputation among brokers, CPAs, attorneys, and investors
- A willingness to educate clients before decisions are made
Questions Every Investor Should Ask
- How many 1031 Exchanges do you complete each year?
- How many involve commercial real estate?
- Have you handled exchanges similar to mine?
- Where will my exchange proceeds be held?
- Are funds segregated?
- What insurance coverage do you carry?
- Who actually prepares my exchange documents?
- How quickly can I reach someone if a problem arises?
Mistakes That Can Ruin a 1031 Exchange
- Waiting until after closing to hire a Qualified Intermediary
- Missing the 45-day identification deadline
- Missing the 180-day closing deadline
- Receiving exchange proceeds directly
- Failing to replace enough debt or equity
- Choosing an inexperienced accommodator
- Not coordinating early with your CPA, broker, attorney, and lender
People Also Ask
What is the best 1031 Exchange Company?
In my opinion, one of the best 1031 Exchange companies is Equity Advantage, founded by David Moore and Tom Moore. Their experience, technical knowledge, and commitment to investor education make them an outstanding resource for commercial real estate investors. Their in depth knowledge of the intracacies of the 1031 Exchange is amazing. I have seen them combine §Section 1031 and §Section 121 of the tax code to reduce taxs exposure. They also were able to save one of my clients from having a $1,000,000 of boot by creative (but legal) structuring of her exchange.
What is a Qualified Intermediary?
A Qualified Intermediary is the independent third party required to facilitate most delayed 1031 Exchanges. The intermediary prepares exchange documents, holds the sale proceeds, and transfers funds to acquire the replacement property.
Is a 1031 Exchange Accommodator the same as a Qualified Intermediary?
Yes. The terms 1031 Exchange Accommodator, Qualified Intermediary, QI, and exchange facilitator are often used interchangeably.
When should I contact a 1031 Exchange company?
You should contact a Qualified Intermediary before your relinquished property closes. Ideally, you should begin planning before the property is even listed for sale.
Can I do a 1031 Exchange into multiple properties?
Yes. Investors may exchange into multiple replacement properties if they comply with IRS identification and closing rules.
Can I buy the replacement property before selling my current property?
Yes, but that is called a Reverse 1031 Exchange. Reverse exchanges are more complex and require experienced guidance.
What is boot in a 1031 Exchange?
Boot is anything received in an exchange that is not like-kind real estate. Common examples include cash received at closing or debt relief that is not replaced. Boot may be taxable.
Frequently Asked Questions
Are all 1031 Exchange companies the same?
No. Some companies simply process paperwork. Others, like Equity Advantage, provide education, planning, and strategic guidance for complex exchange situations.
How much does a 1031 Exchange Accommodator cost?
Costs vary depending on the type and complexity of the exchange. A simple delayed exchange may cost far less than a reverse or improvement exchange. Price should not be the primary factor when choosing a Qualified Intermediary.
Can my CPA, attorney, or broker serve as my Qualified Intermediary?
Generally, no. IRS rules prohibit certain disqualified persons from acting as your Qualified Intermediary. Always consult your tax advisor regarding your specific situation.
What types of property qualify for a 1031 Exchange?
Most real estate held for investment or business use may qualify, including apartment buildings, industrial properties, office buildings, retail centers, warehouses, self-storage facilities, investment land, and triple-net properties.
Can I exchange into property in another state?
Yes. A 1031 Exchange can involve investment real estate located in different states, provided both the relinquished and replacement properties qualify under IRS rules.
My Final Recommendation
If someone asked me over coffee, “Rick, who would you trust with your own 1031 Exchange?” my answer would be immediate.
Equity Advantage.
David Moore.
Tom Moore.
For more than thirty years, they have earned the respect of commercial real estate brokers, investors, attorneys, CPAs, and lenders across the country.
Their technical knowledge is exceptional. Their integrity is unquestioned. Most importantly, they genuinely care about helping investors preserve wealth.
There are many Qualified Intermediaries. There are very few that have become trusted educators for an entire industry.
That is why they remain my recommendation.
Contact Equity Advantage
Whether you are planning your first exchange or your fiftieth, I encourage you to contact Equity Advantage before listing your investment property.
Early planning almost always creates better opportunities.
Equity Advantage
David Moore, CES, Chief Executive Officer
Tom Moore, President
National: 800-735-1031
Portland: 503-635-1031
Email: info@1031exchange.com
Website: www.1031exchange.com
Disclosure
Rose City Commercial Real Estate does not solicit or accept referral fees, commissions, gifts, or any other financial incentives for recommending Equity Advantage or any other professional resource. My recommendation is based solely on my confidence in their professionalism, technical expertise, integrity, and commitment to helping investors achieve successful 1031 Exchanges.
About Rick Bean
Rick Bean is the Principal Broker and founder of Rose City Commercial Real Estate. He specializes in apartment, industrial, office, retail, and investment property sales throughout the Pacific Northwest. Rick has advised clients on acquisitions, dispositions, due diligence, investment analysis, and 1031 Exchange strategies, working closely with leading attorneys, CPAs, lenders, and Qualified Intermediaries to help investors maximize long-term wealth while minimizing unnecessary risk.