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.
In diversifying your investment portfolio, it is smart to consider what is termed “alternative investments”. As it turns out, these can be among the most stable investments you can add to your portfolio....
What is your current property, and what do you want it to be? David Moore and Tina Colson discuss your different exchange options within IRC Sections 121 and 1031. Learn the important facts about tools...
When it comes to IRC section 1031 exchanges, how long do you have to hold a rental property before you can move into it? Are you ever allowed to move in? Get the answers to these questions and more from...
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.
David Moore with Equity Advantage asks the expert attorney Connie Rathbone with Dunn Carney about investing in Opportunity Zones. They look at securities and qualified opportunity funds and talk about how to get started. They also discuss the value of seeking out...
David Moore with Equity Advantage asks the expert attorney Connie Rathbone with Dunn Carney about Opportunity Zones. They look at the Opportunity Zone program’s primary benefits and the wow factor it provides for investors. Some of these benefits expire over the next...
David Moore with Equity Advantage asks the expert attorney Connie Rathbone with Dunn Carney about Opportunity Zones. They look at the purpose of the Opportunity Zone program and the options the program provides for investors. Get the advice you need to maximize your...
1031 Exchange News and Continuing Education Classes
When 1031 Exchanges & Universal Exclusions Collide This one hour webinar will discuss the basics of 1031 exchanges and section 121, the universal exclusion for a home sale, and how the two can be used together or independently to make deals happen! Taught by David...
Got a Question for Us? We take customer service very seriously, so if you've got a question, we probably have the answer waiting for you in our FAQs. Here are a few of them: Does My Property Qualify? Any property held for productive use in a trade or business or for...
How COVID-19 Has Affected the 1031 Exchange What's happening with your 1031 Exchange in the time of COVID-19? Yes we are doing exchanges... but there are definitely some things that should be considered! Taught by David Moore on GoToWebinar. 1031 Time Extensions...