1031 Exchange Services

Selling a business or investment property? With our 1031 Exchange Services, we'll help you sell one asset and procure a like-kind asset in its place.

Efficiently Preserve Capital for Your Business

We can help you defer recognition of capital gain liabilities when you use our 1031 Exchange Services to sell your assets and use the proceeds to acquire replacement like-kind assets. Our experienced staff, along with our standard agreement ensures your transaction is processed accurately and efficiently.

Defer Recognition of Capital Gain Liabilities

IRS Code Section 1031 may enable you to defer recognition of capital gain liabilities from the sale of real estate or other assets, when the proceeds are used to acquire replacement like-kind exchanges. Please refer to a tax expert regarding your qualifications under this section of the code.

Trust in Our Quality Services

We have the experience and flexibility to act as an agent in like-kind exchange transactions. We serve as a qualified intermediary and hold funds until the exchange is completed. Our experienced staff, along with our standard agreement, ensures your transaction is processed accurately and efficiently.

Qualified Intermediary Services

We provide qualified intermediary services for:

  • Forward Exchanges
  • Reverse Exchanges and Improvement Exchanges (in conjunction with a third party Exchange Accomodation Titleholder)
  • Master Like-Kind Exchange programs

Master Exchange Program

If your business routinely buys and sells assets on an ongoing basis, BOK Financial will work with you and your tax advisor to develop a master exchange program that will enable you to keep capital in your business.

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