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$750 covers you for one relinquished property and one replacement property.

An additional $200 will be charged for each replacement property purchased afterwards.

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

That's it.

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1031 Tax Exchange - 1031 Exchange Services


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

About us - by Dorothy Zink, President

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 provides clients with a degree of safety and security for their funds that is unmatched by any of our competitors. At Haven Exchange, YOU can have "veto" power over your exchange account directly with the bank. They won't disburse from your account until they contact you by phone and hear you give your passcode. All funds are placed in separate, fully segregated, completely liquid, FDIC insured money market accounts, held as cash; never invested. Each account is a dual signature, qualified escrow account. For your security, after getting your signed instruction, two signatures followed by a changing, randomly generated encrypted security code are required for any release of your 1031 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
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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.

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.

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.
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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