THE BEST CHOICE FOR YOUR 1031 EXCHANGE
22 Years Experience
Exchange Trust Inc. is one of the leading experts in complex or standard tax-free exchanges with over 22 years of experience. We specialize in exchanges for sales and reinvestment of property on the West Coast.
Security - Our #1 Priority
Exchange Trust maintains fidelity bond coverage, Errors & Omissions coverage and has implemented other protections for its customers that go beyond the typical protections offered by other qualified intermediaries.
Licensed IRS Tax Expert
Section 1031 is an IRS Tax Code Law. You benefit from having a Licensed Tax Expert manage your 1031 exchange. Most facilitators are not IRS tax code experts.
OUR DIFFERENCE
- PERFECT TRACK RECORD:
Exchange Trust has successfully facilitated all of its tax-deferred exchanges with no failed exchanges to date! - PERSONAL ATTENTION:
Exchange Trust's difference is we provide personal attention to each exchange and provide cell phone contact info and are available 24/7 so there is always a prompt response to any questions that may arise. - WEST COAST:
With offices in Washington and California, Exchange Trust is well connected to the western US real estate market.
- FEES:
1031 Exchange fees start at $600 per property closing and vary depending on the complexity of the transactions. - FREE CONSULTATIONS:
Exchange Trust's staff is available for free consultations regarding all §1031 exchange matters. - NO EXTRA CHARGES:
There are no extra charges for questions, guidance, and consultations.
We at Exchange Trust understand that the sales and purchases of your investment properties are some of the most stressful but important events of your life. You have the benefit of your real estate broker to guide you, but when it comes to the tax implications, you need an expert to save you as much capital gains tax as possible. This tax savings allows you to have more funds to acquire additional properties.
And most tax deferred exchanges are not as cut and dry as people would hope. We understand the need to assess your unique situation and work with your broker to structure the transactions within the IRS’s rules. Our service is unmatched. Every client is given their facilitators personal email address and cell phone number in order to stay in touch and ask questions along the way.
EXECUTIVE TEAM
Sam Barnes
Sam Barnes is the Founder and President of Exchange Trust Inc. Sam received his CPA designation in 1996 and has been a Tax specialist certified by the IRS for over 22 years. Sam possesses in-depth knowledge of IRC Section 1031 rules and regulations pertaining to like-kind exchanges. Exchange Trust, Inc. is one of the most respected 1031 exchange qualified intermediary companies and has successfully completed numerous 1031 exchanges throughout the west coast.
Sam has spoken to several thousand residential real estate agents, commercial brokers, CPA’s, and attorneys. Annually, he is invited to national conventions as a guest speaker on 1031 exchanges. Sam teaches real estate agents and brokers how to use 1031 exchanges as a proactive tool to obtain more listings and earn multiple commissions.
Sam is an alumnus of Seattle Pacific University, in Washington, where he earned his Bachelor of Arts in Business.
Sam has been dedicated to his successful adult children and goal oriented as evidenced by completing 19 marathons and 15 Ironman races. He carries over the same dedication to his profession.
Natasha Beuchert
Natasha Beuchert is the Executive Vice President and Exchange Officer of Exchange Trust. During her 20-plus years in the industry, Natasha has served in numerous management and project management capacities. Natasha interacts daily with real estate agents/brokers, escrow officers, certified public accountants and attorneys on the nuances and complexities of exchange transactions. Her expertise centers around structuring the technical aspects of 1031 transactions including Simultaneous, Delayed, and Reverse Exchanges. Natasha works closely with commercial and residential clients for successful 1031 exchanges.
Natasha holds her BS from Columbia University (Cum Laude).