Our 1031 Services Include:

  • Acting as the Third Party Originator for a QI (Qualified Intermediary) providing a direct contact and resources throughout the exchange process

  • Structuring compliant exchanges (forward, delayed, reverse, and construction/ improvement exchanges)

  • Coordination with escrow offices, attorneys, CPAs, and real estate professionals

  • Providing post-exchange planning, including cost segregation studies and ongoing investment strategy support

Fidelity Bonding and E&O Insurance

Orion 1031 Exchange holds the highest levels of safety and security of funds that exceeds best practices and state regulatory requirements. Accruit maintains coverages of $50 Million Fidelity Bond, $25 Million Errors & Omissions, and $20 Million Cyber Liability.

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