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Asset Preservation, Inc.

Asset Preservation, Inc.

房地产

Roseville，CA 1,379 位关注者

A Leading National IRC §1031 Exchange Qualified Intermediary

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关于我们

Since 1990, Asset Preservation, Inc. (API) has been a leading national “Qualified Intermediary” and has successfully completed over 200,000 Section 1031 tax-deferred exchanges. API is committed to providing investors the highest levels of experience, expertise, and security of funds in the industry – what we call The API Advantage™. EXPERTISE - API’s Exchange Counselors, attorneys, and accountants provide personal attention to each exchange and our Commercial Division staff handles complex exchange transactions where sophistication, speed and institutional flexibility are needed to get the job done. SECURITY - API 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. - API is a member of the Stewart Family of companies under the umbrella of Stewart Information Services Corporation (SISCO), an NYSE publicly traded company. Upon request, SISCO issues a Letter of Assurance (LOA) to API’s exchange customers. Under the terms of this LOA, SISCO assures API’s performance of its obligations under its Exchange Agreement. - Exchange funds are not commingled with API’s Operating Accounts. API offers multiple investment options to suit our customer’s needs.

网站
https://apiexchange.com
所属行业
房地产
规模
11-50 人
总部
Roseville，CA
类型
上市公司
创立
1990
领域
Asset Preservation is a leading national "Qualified Intermediary"​ for IRC Section 1031 tax deferred exchanges of real and personal property.

地点

  • 主要

    1420 Rocky Ridge Dr., Ste 380

    US，CA，Roseville，95661

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  • 1490 William Floyd Pkwy

    Ste 103

    US，New York，Shirley，11967

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Asset Preservation, Inc.员工

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动态

  • 查看Asset Preservation, Inc.的组织主页
    Asset Preservation, Inc.

    1,379 位关注者

    Realtors, ready to boost your knowledge and help your clients make better investment choices? 📈 Join our Division Manager, Jana Reyes, for a Lunch & Learn where we’ll dive deep into the power of 1031 exchanges and how they work alongside financial planning to maximize wealth-building opportunities. What you’ll learn: • The ins and outs of 1031 exchanges for real estate professionals • How to identify investment opportunities for your clients • The connection between financial planning and real estate success Date: April 17, 2025 Time: 12:00-1:30 Location: Pete’s Brewhouse 3003 Douglas Blvd. Roseville, CA 👉RSVP here: https://shorturl.at/41sBu

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  • 查看Asset Preservation, Inc.的组织主页
    Asset Preservation, Inc.

    1,379 位关注者

    Welcome to South Texas, Michelle! "With over 13 years in the real estate industry, I’ve had the privilege of guiding clients through some of their most important financial decisions. 💼✨My role as Division Manager for South Texas at Asset Preservation allows me to combine my extensive knowledge of 1031 exchanges with my passion for helping people—walking them through the process and ensuring they feel confident every step of the way. What I love most about working at API is being part of a company that truly values education, service, and strong relationships. Outside of work, I enjoy spending time with my husband and our four kids. We love to travel and make the most of our time together as a family." 🏖️ 👉 Whether you're curious about 1031 exchanges or just want to learn more about your options, I’m here to help! Let’s connect— ☎️ (512) 318-4013 💬📩 #1031Exchange #AssetPreservation #SouthTexasRealEstate

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  • Asset Preservation, Inc.转发了

    查看Greg Schowe的档案
    Greg Schowe

    1031 Exchange Resource (833-252-1031) / Instructor / U.S. Navy Veteran

    UPCOMING LUNCH & LEARN - LIMITED SEATS AVAILABLE! 1031 Exchange Solutions & Investing in Private Placements A Presentation for Financial Professionals and Other Professionals Thursday, April 17th, 11:30 AM - 1:00 PM. 1855 S. Lindbergh Blvd. 63131 This presentation provides an overview of the IRS Section 1031 Exchange. It also summarizes the concept of ‘like-kind’ real estate, the DST, advantages of owning commercial real estate through fractional ownership, passive income and passive losses, and Substitute 1099 & 1098 reports. Examples of 1031 exchanges are also provided. Please call me to reserve your spot! 314-651-3496 Asset Preservation, Inc. #lunchandlearn #diversification #realestate #estateplanning #financialadvisor #commercialrealestatebroker #familyoffice

  • Asset Preservation, Inc.转发了

    查看Mike Willoughby的档案
    Mike Willoughby

    1031 Exchange Expert and Educator / Qualified Intermediary (704) 890-3629

    What Costs Can Be Considered Acceptable Exchange Expenses? WHAT COSTS CAN BE DEDUCTED? A question taxpayers frequently ask is “What expenses can be deducted from the 1031 exchange proceeds without resulting in a tax consequence?” Although the IRS has not published a complete list of qualifying expenses, there are some rulings that provide general parameters for guidance. Brokerage commissions can be deducted from the 1031 exchange proceeds (Revenue Ruling 72-456). Other transactional costs may also be able to be deducted if they are paid in connection with the exchange. (Letter Ruling 8328011). WHAT ARE “EXCHANGE EXPENSES?” Transactional costs that are referred to as “exchange expenses” on IRS Form 8824 are not specifically listed but should generally include costs that are: 1. A direct cost of selling real property which typically includes: - Real estate commissions - Title insurance premiums - Closing or escrow fees - Legal fees - Transfer taxes - Notary fees - Recording fees 2. Costs specifically related to the fact the transaction is a 1031 exchange such as the Qualified Intermediary (QI) fees. ITEMS THAT ARE NOT “EXCHANGE EXPENSES” Although not an exhaustive list, the costs related to obtaining the loan should generally not be deducted from the 1031 exchange proceeds. “NON-EXCHANGE EXPENSES” INCLUDE: -Mortgage points and assumption fees -Credit reports -Lender’s title insurance -Prorated mortgage insurance -Loan fees and loan application fees OTHER “NON-EXCHANGE EXPENSES” CAN INCLUDE: -Property taxes -Utility charges -Association fees -Hazard insurance -Credits for lease deposits -Prepaid rents and security deposits These rough guidelines do not address every potential cost or expense. Taxpayers should always review their specific transaction and closing costs with their tax and/or legal advisors. Call me today for a FREE consultation (704) 890-3629 or mike@apiexchange.com Asset Preservation, Inc. #1031exchange #education #investmentrealestate #buildyournetworth #investmentstrategy #realestateexchange

  • 查看Asset Preservation, Inc.的组织主页
    Asset Preservation, Inc.

    1,379 位关注者

    You can use a 1031 exchange to swap properties across state lines! 🌎 Whether you’re looking to move your investment from one city to another or even from one state to a completely different market, a 1031 exchange allows you to diversify your real estate portfolio across different locations, tapping into new opportunities nationwide. 💬 Would you consider investing in real estate across different states? What areas are you interested in? #1031Exchange #AssetPreservation #TaxDeferral #RealEstateInvesting

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