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

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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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