1031 Exchange Companies in Utah

Carl E. Sera, CMT
Carl E. Sera, CMT
Managing Principal, Sera Capital
Carl Sera is a Chartered Market Technician and the Managing Principal at Sera Capital Management, LLC. He has over 14 years of experience in the financial services industry with a focus on investment management.
  1. Northern Title

Aside from title examinations on real estate records and issue title insurance policies for buyers and sellers, Northern Title offers investors IRS 1031 exchanges. Started in 1978 by Jay Davis, Northern Title Company has grown to become one of the leading 1031 exchange companies in Utah and its surrounding areas.

Until 2000, the company had only one office in Logan, Utah. Since that time, it has expanded and now has 12 offices and over 50 employees across Utah, Idaho and Wyoming. A major contribution to Northern Title’s successful growth is the fact that its customers know that their most valued assets are protected, and they recommend Northern Title’s exchange services to friends and family.

  1. First American Exchange Company

First American Exchange Company is a Qualified Intermediary and the leading provider of tax-deferred 1031 exchanges. A tax-deferred 1031 exchange allows you to dispose of investment properties and acquire “like-kind” properties, allowing you to reinvest sales proceeds that would otherwise be paid to the government in the form of taxes.

From a simple rental property 1031 tax exchange to the most complex commercial real estate investment, we have built our reputation on expertise, financial strength, and customer satisfaction. Our experts work with you and your tax advisors to make your 1031 tax exchange transaction as seamless as possible.

One of the major upsides to working with First American Exchange is that investors exchange funds are strictly deposited with FDIC insured institutions with investment grade ratings (or which are subsidiaries of investment grade institutions). First American’s Treasury team closely monitors the financial stability of these institutions. According to the First American Exchange company, exchange funds are not invested in any securities.

Sera Capital Can Get It Done

While the above-mentioned companies offers both local and national 1031 exchange services but working with Sera Capital comes with a better package. From a fee-only consultancy service to a more unique 1031 exchange to DST transaction, there is a lot to benefit for the average investor. You should consider scheduling a call on Calendly with Sera Capital if you need professional advice on exchanging into a DST.

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