What to Consider Before Choosing a Qualified Intermediary

Selecting the right qualified intermediary for your exchange can be challenging. In this article, we are going to talk about what you should consider prior to choosing a qualified intermediary for your 1031 exchange.

Operational Safeguards & Protection Standards

A 1031 exchange involves significant financial and timing considerations. Below is an explanation of our operational standards, insurance coverage, and experience.

Operational Standards

• Segregated bank escrow accounts

• Secure handling of exchange proceeds and sensitive information

• Established internal controls and transaction oversight procedures

• Coordination with investors’ attorneys, CPAs, financial advisors, and real estate professionals

• Responsive exchange administration support throughout the process

Insurance & Coverage

• Fidelity Bond Coverage: $1,000,000

• Errors & Omissions Coverage: $1,000,000 per occurrence / $3,000,000 aggregate

• Cyber Liability Coverage: $1,000,000

Experience & Leadership

• 25+ years facilitating exchanges nationwide

• Attorney-led expertise

• Experience with forward, reverse, and improvement exchanges

• Practical guidance through complex exchange scenarios

Learn More About the Benefits of 1031 Exchanges

Learn more about the many benefits of 1031 exchanges by contacting CPEC1031, LLC today. Our team of qualified intermediaries is standing by to help you through the details of your next like-kind exchange of investment or business real estate. We can help you through the entire 1031 process from beginning to end and make sure you are fully prepared for the closing table. Section 1031 is complex, but we make it simple. Let us handle all the details of your next 1031 exchange so you can rest easy. Contact us today at our Twin Cities office in downtown Minneapolis to learn more about our service offerings and see if your property is a good fit for 1031 treatment.

• Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2026 Copyright Jeffrey R. Peterson All Rights Reserved

What Types of Properties Qualify for a 1031 Exchange?

In a 1031 exchange of real estate, you can only use specific types of property. There are strict rules that govern 1031 exchange transactions, and you don’t want to run afoul of them – lest you jeopardize your capital gains tax deferral. In this article, we are going to talk about the types of properties that qualify for 1031 exchange treatment.

Like-Kind Real Estate

All property used in a 1031 exchange must be like-kind real estate. Personal property (such as aircraft, artwork, numismatic coins, etc.) cannot be used for 1031 exchange tax-deferral. Within the realm of real estate, the term “like-kind” is defined broadly. You can typically exchange most types of real estate for most other kinds of real estate, provided that the properties are held for investment or business purposes.

Property Held for Investment or Business Use

Any property involved in a 1031 exchange must be held for investment or business use. You can’t use property that’s used primarily for personal purposes like your family home.

Find a Qualified Intermediary for Your Like-Kind Exchange

Find a qualified intermediary who can help you through the ins and outs of your next 1031 exchange of investment real estate. CPEC1031, LLC has you covered when it comes to all things in the realm of 1031 exchanges. Contact our qualified intermediaries today at our Twin Cities office (located in downtown Minneapolis) to learn more about the like-kind exchange process and see how we can help you defer capital gains taxes with a 1031 exchange. We’re here to help you through all the steps of the 1031 exchange process.

• Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2026 Copyright Jeffrey R. Peterson All Rights Reserved

The CPEC1031 Commitment: What Sets Us Apart From Other Qualified Intermediaries

In any 1031 exchange, there are many financial and timing considerations to keep in mind throughout the process. At CPEC1031 we maintain operational safeguards and professional standards designed to support secure 1031 exchanges. In this article, we are going to outline the CPEC1031 Commitment that we provide to all of our clients.

Our Commitment to You

CPEC1031 provides an array of operational safeguards and protection standards to keep your 1031 exchange funds secure every step of the way. Our commitment to you includes:

• Secure handling of client exchange funds

• Segregated bank escrow accounts

• Fidelity bond, Errors & Omissions, and Cyber Liability coverage in place

• Transparent communication throughout the exchange process

• Coordination with your trusted advisors

• Attorney-led guidance and nationwide exchange experience

• Responsive support from start to finish

Contact the Qualified Intermediaries at CPEC1031, LLC

Reach out to the qualified intermediaries at CPEC1031, LLC for all your 1031 exchange needs. Our team has been helping taxpayers defer capital gains taxes under section 1031 of the Internal Revenue Code for decades. We have the knowledge and the expertise needed to guide you through the 1031 exchange process. Let us handle the details so you can rest assured that you are abiding by the rules and requirements of section 1031. We can prepare your 1031 exchange documents, answer your questions about the process, and provide any other assistance you might need.

• Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2026 Copyright Jeffrey R. Peterson All Rights Reserved

A Few Essential 1031 Exchange Tips

There’s a lot to keep in mind when you’re conducting a 1031 exchange of investment or business real estate. In this article, we are going to offer up a few essential 1031 exchange tips:

• Missing the identification deadline does not just delay your exchange, it usually disqualifies it entirely.

• Ownership structure matters. How title is held on the sale must align with how replacement property is acquired.

• Reinvesting all your cash does not guarantee a fully deferred exchange if debt replacement is overlooked.

• A qualified intermediary must be engaged before closing. Once you have actual or constructive receipt of the sale proceeds, the opportunity for a 1031 exchange is lost.

• Like-kind property does not mean same use or same property type. Most US real estate qualifies as like-kind to other US real estate.

• You are not limited to identifying just one replacement property. The rules allow flexibility, if you know how to use them.

• The 45-day identification deadline is absolute. Plan ahead.

Defer Your Capital Gains Tax Burden with a 1031 Exchange

Defer your capital gains tax burden when selling investment or business real estate by engaging in a 1031 exchange transaction. Section 1031 of the Internal Revenue Code offers an excellent opportunity to defer your taxes and build your wealth over time in a continuation of your investment. The qualified intermediaries at CPEC1031, LLC have been facilitating 1031 exchanges of all shapes and sizes for decades. Let us help you through the details of your next like-kind exchange and start deferring your capital gains taxes!

• Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2026 Copyright Jeffrey R. Peterson All Rights Reserved

1031 Exchange Timelines: The 45-Day and 180-Day Rules Explained

There are a lot of requirements that you must meet in order to defer your capital gains taxes in a 1031 exchange of real estate. In this article, we are going to walk through an explanation of the two most important timelines in a 1031 exchange: the 45-day identification period and the 180-day exchange period.

180-Day Exchange Period

The first essential timeline you need to be aware of is the 180-day exchange period. In any 1031 exchange (be it a forward, reverse, or build-to-suit exchange), you have just 180 days total from the start of your exchange to the end of your exchange. That timeline can be shortened if your federal tax filing date falls within your 180-day period.

45-Day Identification Period

The second important timeline to keep in mind in a 1031 exchange is the 45-day identification period. This timeline begins at the same time as your 180-day exchange timeline and runs concurrently. During these 45 days, you must give written identification of the replacement properties you intend to exchange into.

1031 Exchanges for US Investors

Any United States investor can use section 1031 of the Internal Revenue Code to defer taxes when selling qualifying real estate. In order to qualify for 1031 treatment, your property must be held primarily for investment or business purposes. Any real estate that you hold primarily for personal use cannot be used in a 1031 transaction. There are a plethora of rules to keep in mind when conducting a 1031 exchange transaction. Make sure you work with a skilled qualified intermediary throughout your exchange to make sure you are satisfying all the requirements of section 1031. Contact CPEC1031, LLC today to get your exchange started!

• Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.

© 2026 Copyright Jeffrey R. Peterson All Rights Reserved