WOODROW EXCHANGE

Invest In The Future Build Wealth Today

Woodrow Exchange

WHAT WE DO?

Woodrow Exchange a full-service Qualified Intermediary with highly specialized 1031 Exchange divisions.

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1031 Exchange

As a leader in the 1031 Exchange industry, we pride ourselves with our deep expertise and a commitment to seamless transactions.​

We guide you through every step of the exchange process.​

Woodrow Exchange was created by experts from title companies, real estate attorneys and commercial banking firms. Woodrow’s robust legal requirements and market practices allow us to have a strong market reputation.​

Our firm’s key pillars is safety and capital preservation. Real Estate Professionals trust us, as their QI to safe-guard their hard- earned profits​

Our Services

01

Holding Funds

Our firm holds the proceeds from the sale of the relinquished property in a segregated, liquid, safe trust account

02

Facilitating the Exchange

Our team manage the paperwork and ensure compliance with IRS guidelines, including timelines and requirements for the exchange.​

03

Prepare IRS required documents

Our team prepares the documents for the sale of the Sold Property and for the purchase of the Replacement Property

04

Ensuring Proper Timelines

Our team monitors and reminds the investor to identify a replacement property within 45 days and completes the exchange within 180 days, as mandated by the IRS.

05

Disbursing Funds

Once a replacement property is found, the QI releases the funds to complete the purchase of the new property.

Management

As a Qualified Intermediary, we consistently monitor IRS regulations governing 1031 exchanges.

Mansoor Choudhry

Title & Insurance

Azeemeh Zaheer

1031 Exchange

David Tang

Legal

Testimonials

Qualified Intermediary (QI)

Why Consider a 1031 Exchange?

Tax Deferral

Tax Deferral

Defer capital gains taxes and potentially defer depreciation recapture taxes.

Portfolio Diversification

Portfolio Diversification

Expand your investment portfolio by exchanging into properties that better suit your current investment goals.

Increased Cash Flow

Increased Cash Flow

Invest in properties that generate higher income without losing funds to taxes.

By deferring a capital gains tax payment, investors free up more capital for investment in income producing real estate.

Tax-deferred status refers to investment earnings such as interest, dividends, or capital gains that accumulate tax-free until the investor takes constructive receipt of the profits
If used correctly, there is no limit on how frequently you can do 1031 exchanges. The 1031 provision is for investment and business property.
You can sell a property and swap it for a new one that you purchase for the same purpose, allowing you to defer capital gains tax on the sale​
The properties being exchanged must be considered like-kind in the eyes of the IRS for capital gains taxes to be deferred.
Exchange
Exchange

Like kind properties must be held for business or investment purposes only, not for private use

  • Franchise licenses
  • Aircraft Equipment Furniture and Fixtures
  • Stock in Trade
  • Securities
  • Partnership Interests
  • Certificates of Trust
  • Property held Primarily for Sale (developer, flip)
  • A primary residence
  • A second home
  • Vacation Property
DELAYED 1031 EXCHANGE ​?

The delayed exchange is common and straightforward: the Real Estate Investor relinquishes property before he acquires property. In other words, the property the Investor owns (called the “relinquished” property) is transferred first. The property the Investor wishes to own (called the “replacement” property) is acquired second. ​

REVERSE EXCHANGE​

Where the Delayed Exchange requires the Real Estate Investor to relinquish property before he acquires property, the Reverse Exchange allows the Investor to acquire property first and relinquish property second. In other words, the Reverse Exchange allows an investor to acquire a new property today, when an excellent investment may be available, and sell other property later when a better price might be obtained. ​

History

Section 1031 of the Internal Revenue Code (IRC)​

In the early days of U.S. tax law, property owners faced significant challenges when selling their real estate holdings. Capital gains taxes could be crippling, often discouraging people from selling properties they might otherwise want to exchange for better opportunities.​

1921​

Section 1031 of the Internal Revenue Code (“IRC”) was first created in 1921 after being initially adopted by the U.S. Congress as a part of The Revenue Act of 1918.​

1980

In the 1980s, the IRS and Congress refined the rules surrounding 1031 exchanges, introducing the concept of a qualified intermediary (QI) and defining specific timelines for completing the exchange. These updates made the process more transparent and accessible.​

2017

Before the Tax Cuts & Jobs Act of 2017, tangible property like farm equipment, livestock, artwork, and even baseball players were exchangeable for assets like in kind. This has changed.​

We guide you through every step of the exchange process​