Southern Exchange, LLC is a full-service Qualified Intermediary, specializing in the consultation and facilitation of tax-deferred exchanges under IRC §1031. Located throughout MS, our team is comprised of tax, legal and financial professionals.

The IRC §1031 exchange is one of the greatest tax advantages for any investment property owner, but there are many rules and regulations essential to a successful exchange. Tax-deferral is a key element to building and protecting wealth.

Once an investor has decided to defer taxes, a Qualified Intermediary must be elected to ensure the probability for tax deferral. When Southern Exchange is appointed as QI, we will actively support you and your advisors during the exchange process.

We support our clients through coordination and security.
Southern Exchange will work attentively with your professional advisors to effectively manage all matters pertaining to your 1031 exchange. Security of your 1031 proceeds is our top priority. Your personal and financial information is securely maintained by our company and the financial institutions we employ, and will not be shared without your authority.

We enhance our client's success through synergy and savings.
New regulations and procedures are passed each year, which can affect your attempt at tax deferral. At Southern Exchange, we synergistically maintain a high level of proficiency on 1031 exchange regulations. This improves our ability to stay on top of new and existing laws and complete your transaction successfully. With the investor in mind, our fees are nationally and locally competitive. Call today to speak to our 1031 exchange consultant.