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FINANCIAL PLANNERS » TENANT IN COMMON BROKER/DEALERS
Most clients like to have a diversified portfolio. Some like to have money in real estate as one of their investments. One of the advantages of an Exchange is that it allows your client to get out of a poor performing property into one that is lower in maintenance or higher in cash flow. A better performing property means clients can refinance in the future, using tax free dollars to acquire stocks, bonds, or other investments you may recommend.
Exchange Authority is a Qualified Intermediary. We have been working with individuals to conduct real estate and personal property Exchanges since 1991. We understand the rules and requirements for a successful exchange and work closely with clients and their financial professionals to ensure each exchange meets is professionally completed and fully documented.
If you have a client with real estate that is wondering if an Exchange is right for them, call us. We would be happy to set up a meeting with you and your client to provide information and insight into this great tax deferral opportunity.
Exchanges are another tool in your financial toolbox to help your clients. Exchange Authority is the right partner to help you deliver this tool to your clients. Call us today to learn more about IRC §1031 Exchanges.
If you are interested in learning more about Exchanges, contact us to schedule a free seminar.
DID YOU KNOW?
If you hold the appropriate Securities License you can sell Tenant In Common situations allowing your clients to establish a passive revenue stream.