1031 Exchanges Done Right Since 1991
Our 1031 exchange intermediary services get deals done by delivering secure solutions uniquely designed to maximize the potential of each 1031 Exchange. As a 1031 exchange facilitator our goal is to help you protect equity in your investments and give you the freedom to pursue your goals.
Why choose EA as your Qualified Intermediary (QI)?
We’re experts in 1031 exchanges, an IRS-authorized process that lets you exchange like-kinds of property—while deferring tax liability.
Enjoy More Flexibility
The professionals at Equity Advantage will show you how a 1031 exchange empowers you to move from investment to investment, while keeping your equity intact.
Defer Your Tax Liability
Instead of facing taxes of a third or more on your gain with a sale of your investment property, put that money into a new investment with a 1031 exchange.
With You Every Step of the Way
Since 1991 we’ve facilitated the full range of exchanges. Our team includes experts in taxation and investment analysis, contract law, escrow, and real estate.
Whether utilizing a Delayed, Reverse or Improvement Exchange
we have the experience and expertise necessary to get the difficult deal done.
For three decades, we’ve been the 1031 Exchange experts.
We’ll help you with contracts, consult with you on taxation, evaluate investments, and most importantly partner with you.
David Moore, CEO, founded Equity Advantage with his brother Tom in 1991, after a successful real estate investment career. David is a nationally recognized expert on 1031 exchanges and a former board member of the Federation of Exchange Accommodators. David is a Certified Exchange Specialist (CES).
Contact David Moore
Thomas Moore is the President of Equity Advantage and a cofounder, with his brother David. Tom takes great pride in the firm being a true resource for clients, pointing to the number of repeat clients the firm has. He is a graduate of UC San Diego.
We are here to answer your 1031 Exchange questions.
It’s important to our clients to understand the process they are about to go through before they actually begin a exchange. For this reason, we’re only a phone call away, plus we offer classes and a wealth of 1031 Exchange reference materials on our website.
The IRS requires that an Exchangor use a neutral third party, known as an intermediary or accommodator, to facilitate a 1031 Tax Free Exchange. Equity Advantage, Inc. is a qualified intermediary agency able to properly assess the current 1031 Exchange rules and assist Exchangors with the process.
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2 The Exchanged properties must be like-kind to one another. If selling real estate, the Exchangor must purchase real estate. If selling personal property, the Exchangor must purchase personal property of the same class.
3. The exchange must satisfy the “Napkin Test.” This means, the Exchangor needs to go across or up in value and equity when finding a replacement property. If they reduce their value, they will owe taxes on the difference.
4. There must be continuity of vesting throughout the exchange. The same entity that gives up the relinquished property must receive the replacement property. (If John Smith sells property A, he must be the one that buys property B)
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Call Equity Advantage today for answers to your 1031 Exchange questions.
Latest News – Videos – Educational Opportunities – Resources
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1031 Exchange Video Blog
1031 Exchange expert, David Moore Equity Advantage CEO, answers what you want to know about 1031 Exchanges. Watch or read, the last information regarding 1031 opportunities, best practices and expert tips.
When we start a 1031 exchange with a client, one of the first things to know is how their relinquished property is vested. Different properties, such as those owned in partnership, will require additional steps before...
REITs, TICs, and DSTs are all different ways that you can invest- but what are they, how are they different from one another, and why might one be a good choice for your own investments? David Moore and...
The old advice for investing used to be to place property in an S-Corp or a C-Corp. However, if you want to take advantage of a 1031 exchange in your investing, that’s not the strategy you want to take....
1031 Exchange Ask the Experts
David Moore, Equity Advantage CEO teams up with industry experts to answer questions they are most asked by clients about 1031 Exchanges, market trends and opportunities in this video series. Watch, listen or read, to find out what the experts have to say.
Tune in for our next video with David Moore and Robert Zink as they discuss the advantages of real estate investing over other types of investing and the benefits you gain. What...
Listen in for our first video in our Ask the Experts video series with Robert Zink of Zink Real Estate, where we learn about how regional real estate markets change over time, and...
Portland's New FAIR Ordinance: What Are the Rules? David Moore of IRA Advantage and Russell White, Director of Residential Property Management for Bluestone & Hockley, discuss the FAIR (Fair Access in...
1031 Exchange News and Continuing Education Classes
THE JULY 15TH EXTENSION DEADLINE IS APPROACHING! Earlier this year, the IRS issued guidance extending the time periods for individuals currently in a 1031 Exchange due to the Coronavirus pandemic. IRS Notice 2020-23 provides that those performing time-sensitive...
New Proposed Regulations - Statutory Limitations on Like-Kind Exchanges The IRS has published proposed regulations that address the definition of real property. A copy of the proposed regulations is available below. The proposed regulations provide guidance...
Today's 1031 Solutions - Give Your Investors a Place to Go! This class will provide a menu of solutions for property owners frustrated by new tenant protection laws, ranging from passive investments (DST's) to tax privileged sale solutions, and more. Taught by David...