Save Taxes and Maximize Reinvestment of Capital with a 1031 Exchange

NES Financial works with REITs and real estate investors to optimize diversify and grow their real estate portfolios by deferring taxes on property sales. Exchange funds are held in highly secure, liquid escrow or trust accounts with top-tier banking partners that have been vetted for sound practices and solid capital reserves.

As a leading Qualified Intermediary (QI), NES Financial offers an unsurpassed level of expertise and experience in conducting smooth and secure Forward Exchanges and works closely with clients and their advisers through every stage of the exchange. NES Financial’s comprehensive services include:

  • Opening a new exchange account and working closely with clients and their advisers through every stage of the exchange
  • Establishing a Qualified Escrow or Qualified Trust account to hold and protect the proceeds from the sale of the relinquished property
  • Assisting with timely notifications of deadlines
  • Persistent digital archive of executed exchange documentation

Get more!

For more information on 1031 exchanges, download our 1031 Exchange Solution sheet today!

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NES Financial welcomes your questions and opinions. Allow us to address your business needs by contacting us. We look forward to hearing from you!

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Innovative Strategies for Tax-Advantaged Investing Webinar

A JTC Americas’ webinar
Wednesday, August 24th, 2022
2:00 pm — 3:00 pm ET

Register now to reserve your space!

Join us for a free webinar to learn how industry leaders are approaching 1031 Exchanges, Opportunity Zones, and other tax incentives in 2022.

Titled “Innovative Strategies for Tax-Advantaged Investing” the webinar will feature a panel of industry experts discussing how investment strategies are evolving, the future of 1031, and how other programs like Opportunity Zones can help you defer capital gains and build wealth. They’ll also be answering questions from attendees so you can ask about specific situations and get the facts from those in the know.

This is a perfect opportunity to learn about the current state of 1031 from industry experts, so reserve your spot today!

Register Now