
Our Company
KNOWLEDGE:
Within
the 1031 exchange industry, there are numerous Qualified Intermediaries
(QIs) that brand themselves as knowledgeable. Having knowledge of 1031
exchange rules and processes is not the same as experience or the ability
to look at the larger investment landscape. SEA has the knowledge, but
also understands application of the most sophisticated exchange strategies
in any real estate environment.
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.
Strategic 1031 Exchange Advisors is on the cutting edge of technology as we provide our clients with the highest protection and security for their funds. While trust is something all individuals should have, our firm has sought to go a level beyond and remove trust altogether: 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 actually contains a code which changes every 30 seconds. The SEAkey, coupled with our internet safeguards, provides a unique level of security and allows all parties to feel comfortable knowing that funds are secure. In addition, we offer our clients the ability to view detailed, accurate account information such as current balance and interest earned.
SERVICE:
Navigating the rules and regulations of Section 1031 can be a challenging experience for even the most savvy investor. For this reason, SEA 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, and real estate agents. SEA provides consulting and exchange services to a broad range of individuals, from inexperienced real estate investors to some of the most established real estate developers in the country.

