RECENTLY WE HAVE SEEN
TRIPLE A RATED INSTRUMENTS LOSE PRINCIPAL. MANY OTHER
QUALIFIED INTERMEDIARIES INVESTED EXCHANGE FUNDS IN FANNY MAE
AND FREDDIE MAC, BECAUSE THEY WERE ERRONEOUSLY CONSIDERED
SAFE, BEING GOVERNMENT BACKED. HOWEVER, THAT DIDN'T SAVE
STOCKHOLDERS THIS TIME. MANY MONEY MARKET FUNDS BROKE
THE BUCK AND LOST PRINCIPAL AS WELL.
Haven Exchange maintains separate money market accounts (not
at all the same as "money market funds") for each exchange,
not one penny of exchange funds was lost. They all
earned interest for our clients.
accept less security for your 1031 Exchange
1031 Exchange Service is a requirement
What has most
customers is the reliable care they receive from our
knowledgeable and enthusiastic staff. I have many years
experience both in escrow and 1031 exchange, but my team has
really taught me something about customer service that I'm
sure you will value. As much as I was able to teach them about
services, I feel very enriched by their contribution.
Everyone at Haven Exchange is committed to providing
unsurpassed service to our clients. Your success is our
is here for you 7 days a week, from 6am to 9pm PST so we can
be available when you need answers. Because of the obvious
advantage to our clients, we are highly responsive in
providing your 1031 Exchange documents, service and funds.
This means the documents for your 1031 tax Exchange can
be delivered within minutes and that we can fund your closing
the same day we receive the necessary signatures, up to 2pm
imperative that the Exchanger feel confident that their
Qualified Intermediary has the requisite expertise, skill and
commitment to provide quality service. Haven Exchange is
sensitive to these concerns. The senior staff alone have more
than 30 years combined experience working with investment real
estate transactions and 1031 Exchange
service. I have earned the designation of
Certified Exchange Specialist
from the Federation of Exchange Accommodators.
While we do not replace the role of your
legal and tax advisors and the insight into your unique
situation that only they can provide, we are able to guide
investors through the exchange process by discussing the
specific exchange requirements. Though we are located in
California, we perform 1031 Exchange services
Nationwide. We have exceptional technical expertise and
practical experience derived from many years of providing 1031
exchange services for thousands of tax
deferred exchanges. Our CPAs have the experience to handle
the most challenging exchanges and are available to you. Our
innovative techniques in structuring 1031 tax exchanges,
combined with the unique multidimensional insights of our
professionals, create the ability to overcome many
perceived obstacles to 1031 exchanges. The many real
property exchange variations we handle allow us to provide
exchangers superior 1031 exchange service.
agents have used Haven Exchange as their Q.I.
As a member of
the Federation of Exchange Accommodators, an industry-wide
trade association representing over 100 Qualified
Intermediaries throughout the nation, we are continually
informed of any new developments and legislation regarding tax
deferred 1031 exchanges services in California, and
very experienced in handling all phases of exchange
transactions, N. Brooke Gabrielson, designed our documents,
procedures and policies. He specializes in real estate and
real estate tax law, and has taught same both at USC and
• HAVEN EXCHANGE
is a wholly independent corporation, not affiliated with any
escrow or title company, and so we work very well with them
• Certified Exchange
Specialist on staff.
• We have a friendly,
experienced support team, including CPAs specializing in 1031
Exchange, waiting to help you.
• Toll free,
it's (866) 794-1031.
cannot provide advice regarding specific tax consequences.
Investors considering an IRC §1031 tax deferred exchange
should seek the counsel of their accountant and attorney to
obtain professional tax and legal advice.