the 1031X difference
what we do
We are a principal §1031 Exchange Accommodator (Qualified Intermediary) with more than 20 years' experience in assisting property owners facilitate 1031 tax deferred exchange transactions nationwide. As a best practices firm, we safeguard clients’ 1031 exchange funds in separated, segregated accounts. Our goal is to provide significant expertise, professional guidance, and quality customer service to benefit our clients. Our staff includes our CPA, Legal Counsel, and 1031 Exchange Specialists.
why we do it
We are passionate about what we do and how we do it. We are customer-focused with the understanding that each investor requires a fresh and customized approach to their investments. We provide solid exchange strategies that will save you time and money, and we tailor our approach to suit clients’ needs and lifestyle. We aim to provide exceptional professional experience for our clients.
how we work
We offer a convenient and integrated range of 1031 Exchange services under one roof. Through our exclusive software platform, and dedicated specialists, we will ensure your transactions goes smoothly, from your exchange forms, and documents, to your deadlines. We pride ourselves with frequent updates and communication, as the client requires. We consult and collaborate on complex matters with your advisors. And we have significant Fidelity Bond, Cyber Threat Policy, and Errors and Omissions Policy.
collaborations
Kristine Yu, Founder & National Qualified Intermediary
Kristine has been in the real estate industry for the last 20 years. With a focus on alternative investments, private equity and 1031 Exchanges, Kristine has overseen thousands of combined real estate investment and 1031 exchange transactions, and has enjoyed sensitizing real estate agents, investors, and landowners on the benefits of a 1031 Exchange. Kristine oversees all educational, operations, and sales objectives of the company.
Kristine is an approved nationwide Certified Distance Education Instructor and is a member of the California Association of Realtors, Northwest Real Estate Investor Association, CCIM Oregon and SW Washington, CCIM San Diego, Women’s Council of Realtors, Asian American Real Estate Assocation, and an active member of the California, Washington, Oregon real estate community.