Security in 1031 Exchanges:

What You Need to Know to Stay Safe

Safeguarding 1031 Exchange Funds: Security, Transparency, Stewardship

At 1031 CORP., safeguarding and managing your exchange funds with integrity, transparency, and security is our highest priority. Our approach reflects one of our core values: Modeling and Inspiring Stewardship—a commitment to providing secure, reliable service and maintaining the highest ethical standards in every transaction. Here’s how we uphold this value in our daily operations:


Secure Client Funds

Your funds are protected with the highest level of security. Our banking team continuously monitors partner banks and utilizes specialized banking products specifically designed for 1031 exchanges. This careful approach ensures your funds are safeguarded, providing peace of mind with every transaction and underscoring our commitment to stewardship.

Transparent Transactions

Transparency is at the heart of our service. Each client’s funds are held in a segregated account titled explicitly for their benefit. You’ll have direct access to view your account on the bank’s website, receive monthly statements, and an annual 1099-INT form directly from the bank, ensuring every transaction is clear and easy to understand. At the end of your exchange, 1031 CORP. will prepare an Exchange Account Summary explaining every deposit, withdrawal and interest posting to assist your tax advisor when reporting your 1031 exchange.


Highly Trained Professionals

Our team is extensively trained to serve clients with knowledge, confidence, and professionalism. Our dedicated banking team understands and upholds our stewardship values by handling exchange funds with skill and care.



Commitment to Continuing Education

In alignment with our core values, we prioritize ongoing training and education for our team. Staying current with industry standards and best practices allows us to provide top-tier, knowledgeable service that our clients can trust. Our exchange team members receive a minimum of four hours of Company or industry provided continuing education annually


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Upcoming Webinars

1031 Exchanges Made Easy


Thursday, December 5, 2024

12:00 p.m. Eastern

Register

Join us for our "1031 Exchanges Made Easy" webinar, designed to provide you with a comprehensive yet straightforward overview of 1031 exchanges. We will also review the powerful benefits of 1031 exchanges. This session is perfect for real estate investors, business owners, their advisors and anyone interested in understanding the benefits and requirements of 1031 exchanges.

Maximize Your Real Estate Potential in 2025: Leveraging 1031 Exchanges to Achieve Your Goals


Thursday, December 12, 2024

12:00 p.m. Eastern

Register

Ready to take your real estate strategy to the next level in 2025? Whether you're diversifying your portfolio, expanding your business, planning for retirement, or simplifying your investments, a 1031 exchange can help you achieve your goals while maximizing your financial benefits.


Join our experts at 1031 CORP. for an insightful webinar exploring how this powerful tax-deferral tool can:

  • Build wealth and increase cash flow.
  • Diversify and optimize your real estate portfolio.
  • Expand or relocate your business facilities.
  • Support your retirement or exit strategy.
  • Simplify your investments for more time to enjoy life.



Learn how to leverage 1031 exchanges to keep your investments working harder for you, all while deferring taxes and unlocking new opportunities. Don't miss this chance to start the new year with a winning real estate strategy!

1031 Day Celebration

On October 31st we celebrated 1031 Day. We are so grateful for our wonderful team who made this all possible!


Pictured from left to right: Chad Isett, Marissa LoCascio, Paula Julg, Margo McDonnell, Katie Bromley, Gabbie Durante, Kristen McVeigh, Christine Mesaros, Ryan Gehlert, and Lisabeth Patch

Compass Cares Classic, Charleston, SC

1031 CORP. was a proud sponsor of Compass Cares Classic in Charleston, SC. This successful event raised almost $70,000 for three Charleston charities. We are honored to support such a meaningful cause and contribute to the community.


Empowering Women in Real Estate, Canby, OR

1031 CORP. was a proud sponsor of the Empowering women in Real Estate event presented by the Oregon REALTORS® in Canby, Oregon. This event featured Women in Oregon business and industry with panelists and speakers to give insight and key strategies for effective leadership, professional development, work-life balance, and navigating challenges women face in the workforce.

Come See Us!

PBI Real Estate Institute, Philadelphia, PA

December 6th: Visit the 1031 CORP. display table at the Pennsylvania Bar Institute 2024 Real Estate Institute Conference. 


Triple Play Convention, Atlantic City, NJ

December 10th and 11th: PA, NJ, and NY State REALTORS®, visit the 1031 CORP. Team at Booth 528. Join 1031 CORP.’s President, Margo McDonnell, on Wednesday at 9 am when she will teach “The Power of 1031 Exchanges” course.

Team Spotlight: Pamela Sills

Pamela Sills


Marketing Coordinator


Collegeville, PA

Original Logo

2005 - 2021 Logo

Current Logo

Pamela, you have been a marketing coordinator for 1031 CORP. for over 8 1/5 years and we regularly refer to you as our brand police. In 2020, you embarked on a plan to refresh the logo and our brand. What was the inspiration behind this brand update?



1031 CORP. was founded in 1991 as an affiliate of T.A. Title Insurance Company, which traces its roots back to 1948. Although 1031 CORP. is no longer affiliated with T.A., the foundational values established during those years remain integral to our identity today.

 

The earliest logo of T.A. Title featured a lighthouse with its shining light—a beacon to guide, warn, and inform. This imagery symbolized T.A.’s role as a guiding light in the title industry. While 1031 CORP. never adopted the lighthouse as part of its branding, a star has always held a prominent place in our logo. In 2005, we gave the star a modern twist by slightly shifting it to the right and positioning it between the "1031" and "CORP." text, emphasizing our forward-looking approach.

 

From the beginning, reflex blue—a deep, vibrant shade of blue—has been the cornerstone of our logo and all marketing materials, embodying trust and professionalism.



As we approached our 30th anniversary in 2021, we felt it was time for a refresh that would honor our legacy while embracing the future. Rather than a complete overhaul, we made one significant update: transitioning from reflex blue to a deeper, more modern navy. Along with this change, we introduced a complementary burnt orange, a crisp and dynamic accent color that adds energy and versatility to our brand identity. 

 

The star remains a key element of our logo, symbolizing the beacon 1031 CORP. has been in the 1031 exchange industry. It reminds clients and all parties involved in exchange transactions that 1031 CORP. will always be here to guide, inform, and help chart the path to success.

 

 

How do you approach creating marketing strategies for such a niche industry?

Creating marketing strategies for such a niche industry like 1031 exchanges requires a deep understanding of our audience's needs and concerns. At 1031 CORP., our approach is rooted in our core value of providing an exceptional exchange experience made easy. We focus on helping investors see the immense value of 1031 exchanges and, more importantly, ensuring they know that 1031 CORP. is their trusted guide throughout the process.

 

Our messaging and visuals emphasize how we simplify the exchange process, breaking down each step so that clients feel confident and informed every step of the way. By positioning 1031 CORP. as a beacon of clarity and reliability, we aim to remove the complexities and stress often associated with exchanges. This not only helps investors navigate their transactions smoothly but also reinforces our commitment to delivering an unparalleled client experience. 

Poll Results from the October issue of Exchanging Times®

What aspect of 1031 exchanges do you find most valuable when it comes to the protection of 1031 exchanges?

Disaster Postponements for 1031 Exchanges 

IRS Disaster Extensions are found at www.irs.gov/newsroom/tax-relief-in-disaster-situations. If you are an affected taxpayer, speak to a member of our 1031 CORP. Exchange Team about a possible extension.

Blog

Exchanging Thoughts Blog

Check out Exchanging Thoughts, the 1031 CORP. blog, for more timely posts about 1031 exchanges and related topics.

About 1031 CORP.

Serving as a nationwide Qualified Intermediary for 1031 tax-deferred exchanges since 1991, 1031 CORP. strives to provide an exceptional exchange experience made easy for our clients and their advisors. We provide our clients with enhanced security of funds, knowledgeable exchange professionals and a commitment to keep the exchange process simple for our clients and their advisors. Our Exchange Team, which includes Certified Exchange Specialists®, has the experience and expertise to facilitate even the most complex exchange transactions, including reverse and improvement exchanges.

Meet the 1031 CORP. Team
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1.800.828.1031 | www.1031CORP.com

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