About Institutional 1031

Industry veterans. One job: the exchange.

Institutional 1031 is a qualified intermediary. We hold the exchange together, from the sale to the replacement closing, so the people around the client can concentrate on their own part.

What we do

We act as qualified intermediary in deferred 1031 exchanges. We prepare the exchange agreement, take the assignment of the sale contract and send the notices. We hold the exchange proceeds and pay them out only on written instruction. We track day 45 and the end of the exchange period with the client and their advisors (Treas. Reg. §1.1031(k)-1(g)(4)).

We also handle reverse and improvement exchanges, where an exchange accommodation titleholder takes title to a property before the sale (Rev. Proc. 2000-37).

How we work

  • One point of contact per file, from the first call to the last replacement closing.
  • We work to the closing date the title or escrow officer already has. The exchange fits the transaction, not the other way round.
  • If an exchange can't be done properly, we say so straight away.
  • We don't give tax, legal or investment advice. That stays with the client's own CPA, attorney and advisors.

The team behind your exchange

Our leadership are industry veterans of real estate and finance.

Thomas Bottenberg
Thomas BottenbergFounder, Managing Director
Grant Sedgwick
Grant SedgwickCo-Founder, Properties
Robert Hasler
Robert HaslerBanking Advisor
David Waal
David WaalStrategic Advisor

Where to find us

2195 S Virginia St, Reno, NV 89502 · 866-550-1031 · info@institutional1031.com

Let's talk about your exchange.

Whether you're selling, or advising someone who is, a short call before the closing is the best start.