1031 Exchange Specialist & Qualified Intermediary
Excel 1031, Inc., founded by Weiming Peng, a seasoned 1031 exchange specialist, and Daniel Vaswani, a lawyer with over 15 years of experience, comprises a team of professionals adept in Section 1031 of the Internal Revenue Code. Leveraging our collective knowledge and expertise, our mission to help investors is simple. We want to make the 1031 exchange process easier so investors can grow their real estate portfolio.
Working with our Exchange Specialist:
The benefits of choosing Excel 1031:
- Deep expertise of industry professionals: As 1031 exchange specialists, we bring practical expertise in the law and procedures, ensuring a seamless exchange process. Recognized across the industry, we collaborate effectively with real estate agents, escrow companies, and attorneys to achieve your goals.
- Bespoke services: We meticulously analyze your unique transaction to tailor the best approach, ensuring your goals are met while minimizing capital gains liability.
- High-level security: We understand the importance of the safety of your funds and work only with FDIC insured banks to ensure your funds are protected.
What does it mean to hire a qualified intermediary who exclusively handles 1031 Exchanges:
As a qualified intermediary, we have the necessary bonding and insurance to offer you peace of mind. We offer:
- Extensive Consultations
- Support from start to finish and when your tax advisor is ready to file your tax returns
- Creative solutions to your situation
