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Welcome
IT IS A MATTER OF TRUST...
A new standard of customer expectation has emerged in the 1031 marketplace. Customers, both large corporations and individual investors, now require higher levels of expertise, service, transparency and security for their 1031 Exchanges from their Qualified Intermediary.
Independence Matters We are completely independent from any real estate brokerage, title insurance company, escrow office, attorney, law firm, CPA, accounting firm or bank. We can utilize and work with any firm or organization the investor or their advisor prefers. We value our autonomy and hold all relationships and transactions confidential.
Security and Visibility - Our state of the art on line technology and encryption provide 24/7 on line access to verify funds on deposit. Whether it is 2:00 in the afternoon or 2:00 in the morning our clients can verify the location, amount of funds and interest accrued.
- Funds are placed in separate F.D.I.C. insured multi-billion dollar institutions, in segregated accounts, requiring client signature before funds can be transferred, and transaction funds issued bank guarantee.
- SB1031 has never and contractually will not commingle funds.
- As further protection, contractually we guarantee that no client exchange funds on deposit can ever be sold to third parties through purchasing our company.
- We do not view client exchange funds on deposit as assets of our company they are our clients assets we respectfully act as the fiduciaries during the 180 day exchange period.
Advanced Technology
Our proprietary on line tracking system helps ensure that the investor or their advisor is aware of the exact number of days remaining within the 45-day window for identifying a replacement asset and the 180-day replacement period to complete the exchange. Our secure and proprietary client extra net allows clients and advisors to start an exchange on line, access forms, review completed paperwork, monitor progress and time frames, retrieve files, and print/share documents with advisors, loan officers, and escrow agents. We save time, energy and expense for all parties involved. Client consent required prior to providing access to third parties. Our proprietary on line tracking system helps ensure that the investor or their advisor is aware of the exact number of days remaining within their 45-day window for identifying a replacement asset and the 180-day replacement period to complete their exchange. - Our secure and proprietary client extra net allows clients and advisors to start an exchange on line access forms, review completed paperwork, monitor progress, and time frames, retrieve files, print/share documents with advisors, loan officers, and escrow agents.
Locally Owned & Operated, Nationwide service
- Our headquarters are in Santa Barbara, California. Our services are provided nationally.
Superior Investment Returns - We provide superior investment returns on funds on deposit while clients are looking to reinvest the proceeds from their asset divestiture.
Personal Client Relationships - SB1031 makes the exchange process secure, simple and easy.
- From handling time sensitive transactions to accommodating unexpected requests, our mission is to deliver proactive solutions and provide unparalleled support, time and time again. It's this passion for producing results that has made us your most dedicated and committed Qualified Intermediary.
- Our relationship with clients is one of a trusted Qualified Intermediary. We provide our clients with the information, documentation and mechanics to make their experience easy, efficient and professional. Clients can be certain they will receive the highest degree of personal attention, customer service and care while we support the professional relationship with their advisor.
Focus
- Our business is conducting best in class Qualified Intermediary services for 1031 Exchanges. We do not sell or endorse real estate, investments or securities less it compromise our objectivity and the tax status of your exchange. We are happy to offer our clients quality referrals to these service providers.
Source of Knowledge - We provide a ready source for up to date 1031 information, documentation and mechanics. SB1031 as an approved member of the Federation of Exchange Accommodators (FEA) stays up to date on developments in the field of 1031 Exchanges. Please feel free at any time to contact us with questions or for updates at 1.805.957.1031 or email at investorupdate@SB1031 or advisorupdate@SB1031.com.
Free Initial Consultation - If you have an interest in a 1031, please call us at 1.805.957.1031. We will provide you with the highest level of service and keep you informed throughout the process. If you are working with another Exchange firm but have a question you would like answered, call us and we will respond immediately to assist you.
Free Advisor Access - We are always available at no charge to speak with your advisor.
10% Company Profits Directed to Charities
- Like many individuals who feel fortunate to reside in Santa Barbara, we believe in giving back to the community and devote 10% of all company profits to Santa Barbara’s charities. If you have a charity that you believe merits a contribution please contact us at givingback@SB1031.com
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