KNOWLEDGE:

Within the 1031 exchange industry, there are numerous Qualified Intermediaries (QIs) that brand themselves as knowledgeable. Having knowledge of the 1031 exchange rules and processes is not the same as experience or the ability to look at the larger investment landscape. SEA 1031 has the knowledge, but also understands application of the most sophisticated exchange strategies in various real estate environments.  Our team of attorneys, accountants, MBAs and other professionals have a wealth of experience in real estate, taxation and business management.

Our approach is to not only assist clients with clearly understanding the exchange process, but to surpass our competition through education and strategic business and tax planning. Well informed clients and peers in the financial services industry help all parties identify specific circumstances where an exchange is not only applicable, but the most efficient manner to attain specific business objectives

and investment goals.

SECURITY:

As popularity in the exchange industry has grown, the industry has recently seen flagrant instances of fraud, theft and illegal handling of exchange funds by some firms who have disregarded their fiduciary duty as a Qualified Intermediary. These unscrupulous business practices have made it absolutely necessary to implement multiple layers of security throughout the exchange process.  Our transparent investing policies have been in place since our firm’s inception, and represent a standard of excellence that clearly leads the 1031 industry.

Strategic 1031 Exchange Advisors is on the cutting edge of technology as we provide our clients with the highest protection and security for their exchange funds. While trust is something all strive to have between one another, our firm has sought to go a level beyond: Funds cannot be transferred unless authorized by both the client and us. To ensure this, we have developed the SEAkey (Secure Exchange Account key), which is like a small electronic device that contains a code which changes every 30 seconds. The SEAkey, coupled with other safeguards, provides a unique level of security and allows all parties to feel comfortable knowing that funds are secure.  However, for those clients wanting security through the more commonly accepted dual-signature accounts, SEA 1031 can accommodate those requests as well. 

While the SEAkey and dual-signature account options reflect one layer of protection for client funds, SEA 1031 also implements numerous other safety measures for our client’s benefit.  At SEA 1031, we hold client exchange proceeds in segregated accounts.  We do not commingle or pool client’s funds.  Further, we offer our clients the option to hold funds in either qualified trust or qualified escrow accounts with other third-party financial institutions.  Finally, we offer our clients peace of mind by allowing them the opportunity to direct both the financial institution and investment vehicle in which we hold their exchange funds.  It is for these reasons that SEA 1031’s clients experience unparalleled security satisfaction when using our firm for their exchange needs.

SERVICE:

Navigating the rules and regulations of Section 1031 can be a challenging experience for even the most savvy investor.  For this reason, SEA 1031 is committed to making the exchange process both educational and less intimidating.  With an experienced team of exchange specialists, we serve as Qualified Intermediary (QI), consultant, and educator for a wide range of clients, and the allied professionals who advise them: attorneys, CPAs, financial planners, wealth managers, family office advisors, private bankers, and real estate brokers and agents.  SEA 1031 provides consulting and exchange services to a broad range of individuals, from inexperienced real estate investors to established real estate developers.  On a global scale, SEA 1031 sets the bar in the 1031 exchange industry.

We know you will “SEA” the difference.