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Advocus facilitates 1031 exchanges through Exchange Manager Pro^SM, patented 1031 exchange workflow technology  supported by one of the nation’s leading Qualified Intermediaries, Accruit. You and your clients can now take advantage of a highly competent and qualified 1031 exchange intermediary without the hassle of searching for one in the marketplace. Work with the knowledgeable and friendly people you already know at Advocus! 

1. Advocus National 1031 Exchange, LLC, is an entity owned and operated by Accruit and is the Qualified Intermediary. Advocus National Title Insurance Company is the Managed Service Facilitator. Accruit, an Inspira Financial Solution, offers national 1031 Exchange Qualified Intermediary services and technology solutions. Advocus National Title Insurance Company, as Managed Service Facilitator, will receive a portion of the Exchange Fee and will also receive a portion of the interest, if any, accrued on the investment of the proceeds of the sale of the Relinquished Property.

Section 1031 of the tax code allows owners of qualified real estate to sell the property without paying taxes on the gain from the sale, as long as the sale proceeds or exchange value is used to acquire like-kind replacement property for investment or business use. 

To realize the benefits of a 1031 Exchange, a property owner  employs the service of a Qualified Intermediary (QI).  Through Accruit, we are proud to offer you Qualified Intermediary services to help you navigate this complex process.

As the Exchange Facilitator, Advocus works with you and your clients to gather information and documents to start the exchange transaction.  From there, the team at Accruit fulfills all the duties of the QI . 

Your clients may be able to use a 1031 Exchange on the sale of their investment property and defer not only capital gains tax, but depreciation recapture tax, and in some case Net Investment Income Tax. 

A 1031 Exchange helps American farmers, ranchers, and other landowners save taxes on real estate transactions and maximize the value of farm or ranch operations.

Using a Qualified Intermediary (QI) to facilitate an exchange transaction helps ensure compliance with the requirements for a valid 1031 Exchange. The QI’s role includes the following:

• Acquires relinquished property from the Exchanger and transfers it to the Buyer.
• Ensures Exchanger is not in actual or constructive receipt of any of the funds from the sale of the relinquished property. 
• Acquires replacement property from the Seller and transfers it to the Exchanger. 
• Prepares all related documentation.
• Monitors the relevant time periods and provides input to the Exchanger regarding actions necessary to successfully complete the exchange.

Nearly all real property held for business or investment purposes is considered to be “like-kind” to all other real property. The following types of real property are often exchanged with taxes deferred:

• Vacant land held for investment 
• Billboard sites 
• Hotels and motels
• Cell tower sites and easements 
• Mineral, oil, and gas rights 

• Water and timber rights 
  
• Wind farms 
• Warehouses 
• And many more

In-House Coordination  We help coordinate the 1031 exchange, reducing friction and increasing efficiencies.

Software Workflow Patented 1031 software, Exchange Manager ProSM, keeps all parties informed of transaction timelines, funds available, and other pertinent information throughout the 1031 exchange.

Expertise Access to attorneys and seasoned Certified Exchange Specialists® (CES®) with subject matter expertise.

Security Have confidence in the security of your exchange funds with insurance coverage amounts found only among the largest exchange facilitators in the industry: $50 million Fidelity Bond, $25 million Errors & Omissions, and $20 million Cyber Liability.

Scroll to view; click an image to enlarge and download. 

Use these forms to start your client’s Exchange with Advocus as the Managed Service Facilitator. Click  image to enlarge and download forms, send completed forms to [email protected]. 

NOTE:  Before the taxpayer completes these forms, make sure  the transaction qualifies for 1031 exchange treatment by reviewing the 1031 Exchange Qualifying Questions.  Advocus staff will also conduct an inquiry to verify that the transaction meets basic qualifications before moving forward with the 1031 exchange.

1031 Exchange  Managed Service Facilitator Agreement

Forward Exchange Pricing Guidelines

Customer Exchange Information Form

For more details, contact Karen Courtney, our Corporate Counsel - National Commercial Manager.  Karen or a member of her team look forward to answering your questions!

Chicago

One South Wacker

Suite 2400

Chicago, IL 60606-4654

312.372.8361

Champaign

2101 Windsor Place

Champaign, IL 61820-7769

800.252.0402

[email protected] 

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