Partner with a trusted Qualified Intermediary to support your clients through complex tax-deferred transactions — with precision and compliance.

Legal Professionals Choose Sterling Exchanges Because:​

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✅ We understand the nuances of real estate law

✅ We deliver IRS-compliant exchange documentation

✅ We communicate clearly and promptly with attorneys and their clients

✅ We serve as a trusted resource — not a competitor

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How We Support You and Your Clients:

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Whether your client is navigating a simple delayed exchange or a complex reverse or improvement exchange, we offer:

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• Structuring Guidance: We walk you through entity, vesting, and title alignment

• Timeline Management: Full tracking of the 45-day ID window and 180-day close timeline

• Custom Agreements: Prepared exchange documents tailored to your client’s legal structure

• Cooperative Communication: We coordinate with escrow, title, CPAs, and counsel — seamlessly

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Types of Clients We Commonly Assist You With:​

• Trusts and estates selling investment property

• Partnerships with special allocation requirements

• Corporate or LLC sellers engaging in asset transfers

• Clients transitioning into Delaware Statutory Trusts (DSTs)

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Let's Work Together:

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Our goal is to make you look good, protect your client’s interests, and ensure a frictionless exchange experience. Whether you're advising on a first-time 1031 or structuring a multi-asset portfolio rollover, we’re ready to help.

Resources:

[Download 1031 Legal Reference Guide]
Book a Case Review with an Exchange Specialist - Give us a call at 650-209-0883.