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$650 covers you for one relinquished property and one replacement property.

An additional $175 will be charged for each replacement property purchased afterwards.

There's a $30 wire fee for outgoing wires.

That's it.

AND we pay interest on the funds while we
hold them.

1031 Tax Exchange - 1031 Exchange Services

Do you know what constitutes great service in a Qualified Intermediary?

 

 

About us - by Dorothy Zink, President, Certified Exchange Specialist

Security and Service for your 1031 tax exchange is our main focus.

Even though our pricing is always very competitive, it is not the most important reason to choose Haven Exchange. Neither should the fact that we pay interest on every account, no matter the size, be your first concern. The absolutely critical factors are Security and Service. It could be said "It's where the rubber meets the road."

1031 Exchange Funds Security

Haven Exchange is better than bonded.

A Fidelity Bond is an important indicator of a Qualified Intermediary's ethical past. Although they don't protect you from fluctuations in the stock market, Fidelity Bonds are supposed to protect you from employee dishonesty. When, during the last downturn, several QIs were discovered to have inadvertently become pyramid-like due to losing money investing exchange funds in government backed instruments, and others just plain spent exchange funds on themselves, the bonding companies did not pay one dime. Not one. When the FEA threatened to sue them, they just stopped writing coverage for a couple of years until they decided we'd learned our lesson. Here's what we learned: Bonds are worthless. We have never been refused a bond. We simply decided to no longer participate. California Law says that if we hold each exchange account separately from each other that the bond is rendered unnecessary, due to the increased difficulty and therefore unlikelihood of theft from so many accounts. In addition, you may have "veto" power directly with the bank, meaning they won't disburse from it without your passcode, for which they contact you directly. There is no better security.

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RECENTLY WE HAVE SEEN TRIPLE A RATED INSTRUMENTS LOSE PRINCIPAL.  MANY OTHER QUALIFIED INTERMEDIARIES INVESTED EXCHANGE FUNDS IN FANNY MAE AND FREDDIE MAC, BECAUSE THEY WERE ERRONEOUSLY CONSIDERED SAFE, BEING GOVERNMENT BACKED.  HOWEVER, THAT DIDN'T SAVE STOCKHOLDERS THIS TIME.  MANY MONEY MARKET FUNDS BROKE THE BUCK AND LOST PRINCIPAL AS WELL.

Because Haven Exchange maintains separate money market accounts (not at all the same as "money market funds") for each exchange, not one penny of exchange funds was lost.  They all earned interest for our clients.

You cannot accept less security for your 1031 Exchange funds.

Exemplary 1031 Exchange Service is a requirement

What has most impressed our customers is the reliable care they receive from our knowledgeable and enthusiastic staff. I have many years experience both in escrow and 1031 exchange, but my team has really taught me something about customer service that I'm sure you will value. As much as I was able to teach them about 1031 exchange services, I feel very enriched by their contribution. Everyone at Haven Exchange is committed to providing unsurpassed service to our clients. Your success is our success.

Haven Exchange is here for you 7 days a week, from 6am to 9pm PST so we can be available when you need answers. Because of the obvious advantage to our clients, we are highly responsive in providing your 1031 Exchange documents, service and funds. This means the documents for your 1031 tax Exchange can be delivered within minutes and that we can fund your closing the same day we receive the necessary signatures, up to 2pm PST.

It is imperative that the Exchanger feel confident that their Qualified Intermediary has the requisite expertise, skill and commitment to provide quality service. Haven Exchange is sensitive to these concerns. The senior staff alone have more than 30 years combined experience working with investment real estate transactions and 1031 Exchange service.  I have earned the designation of Certified Exchange Specialist from the Federation of Exchange Accommodators.

While we do not replace the role of your legal and tax advisors and the insight into your unique situation that only they can provide, we are able to guide investors through the exchange process by discussing the specific exchange requirements. Though we are located in California, we perform 1031 Exchange services Nationwide. We have exceptional technical expertise and practical experience derived from many years of providing 1031 exchange services for  thousands of tax deferred exchanges. Our CPAs have the experience to handle the most challenging exchanges and are available to you. Our innovative techniques in structuring 1031 tax exchanges,  combined with the unique multidimensional insights of our professionals,  create the ability to overcome many perceived obstacles to 1031 exchanges. The many real property exchange variations we handle allow us to provide exchangers superior 1031 exchange service.

Even IRS agents have used Haven Exchange as their Q.I.

As a member of the Federation of Exchange Accommodators, an industry-wide trade association representing over 100 Qualified Intermediaries throughout the nation, we are continually informed of any new developments and legislation regarding tax deferred 1031 exchanges services in California, and Nationwide.

An attorney very experienced in handling all phases of exchange transactions, N. Brooke Gabrielson, designed our documents, procedures and policies. He specializes in real estate and real estate tax law, and has taught same both at USC and USI.

HAVEN EXCHANGE is a wholly independent corporation, not affiliated with any escrow or title company, and so we work very well with them ALL.

Certified Exchange Specialist on staff.

We have a friendly, experienced support team, including CPAs specializing in 1031 Exchange, waiting to help you.
Toll free, it's (866) 794-1031.

Haven Exchange cannot provide advice regarding specific tax consequences. Investors considering an IRC 1031 tax deferred exchange should seek the counsel of their accountant and attorney to obtain professional tax and legal advice.


 
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