Services

1031 Expertise and Advanced Technology for Secure Exchanges

At JTC, the security of our exchange clients’ funds comes first. We pair industry-leading technology with an experienced team to improve security, transparency, and compliance for exchange transactions. When selecting a Qualified Intermediary, entrust your exchange to a partner that has a reputation for going the extra mile.

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IRC Section 1031 allows U.S. taxpayers to defer capital gains and other taxes when they sell business or investment real estate and replace it with like-kind property. 1031 exchanges help businesses grow and allow investors to save more for retirement all while promoting continued economic activities.

Deferred exchanges require a Qualified Intermediary (QI) to hold the sale proceeds during the exchange. Incorrect handling of funds can cause an exchange to fail, triggering a taxable event, making it vital for exchangers to select a QI they trust.

Our experienced team, supported by Certified Exchange Specialists® (CES®), handles every aspect of your exchange. From facilitating forward and reverse exchanges to providing administration services to Delaware Statutory Trusts, we deliver solutions tailored to your unique needs. With our purpose-built technology platform, you’ll have 24/7 access to transaction details, allowing for a secure and informed process.

Specialist Expertise

JTC’s expert team helps make sure your exchange meets all IRS regulations, providing peace of mind.

Securing Funds

With industry-leading safeguards and a commitment to best practices, we protect your exchange funds in FDIC-insured, segregated accounts.

Streamlining Processes

Our purpose-built technology platform offers real-time updates, improving efficiency and transparency.

Navigating Complex Transactions

JTC’s team has expertise in the most complex exchange scenarios including reverse exchanges, build-to-suit exchanges, multi-property and partial interest exchanges.

Find Your Local Team

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Jill Jones

Head of Specialty Administration/ General Counsel – USA

ICS

Dawn Shuster

Senior Director – Specialty Administration

ICS

Coleen Danaher

Regional Vice President of Business Development, Western U.S.

ICS

Justin Amos

National Sales Manager and Account Executive

ICS

Frequently Asked Questions

What is a 1031 exchange?

A 1031 exchange allows property owners to defer capital gains taxes by replacing one or more properties to be relinquished with other “like-kind” property. As a Qualified Intermediary, JTC is responsible for properly documenting the transaction as an exchange rather than a sale, and for facilitating the flow of funds within the safe harbor guidelines of IRC Section 1031 and its applicable regulations.

What types of exchanges does JTC handle?

JTC supports all kinds of 1031 exchanges, including forward exchanges, reverse or build-to-suit exchanges, and exchanges involving partial interests such as Tenant-in-Common structures or Delaware Statutory Trusts. Our services are tailored to your specific needs.

How does JTC maximize the security of exchange funds?

We use segregated FDIC-insured accounts, never commingling funds with our operating funds, and implement dual authorization for fund disbursements, ensuring the highest level of security.