368K
Total Accounts *
$52B
Assets Under Custody
and Administration **
50
Years in the
Financial
Services
Industry *
Help Your Clients Defer Taxes with 1031 Exchanges
If your client’s investment property is outside of an IRA, they may qualify for a 1031 exchange to defer taxes on gains.
Being knowledgeable about 1031 exchanges can enhance your reputation and lead to more referrals from satisfied clients. It can also increase your own transactions with the sale of one property and purchase of another within a 180-day period while providing value to your customer in potential tax savings.
Equity 1031 Exchange acts as a Qualified Intermediary (QI) to handle these exchanges. To learn more, download our 1031 exchange guide for real estate professionals.
Plus, get rewarded for sending your clients to Equity 1031 Exchange! With our new incentive program, you receive $225 cash for every successful referral! Get started now.
Real Estate in a Self-Directed IRA
Another savvy way for real estate professionals to help their clients is by introducing the power of a self-directed IRA for real estate. Investing in real estate through a self-directed IRA allows clients to diversify their retirement portfolios beyond traditional assets. By holding real estate in an IRA, clients can enjoy the potential for long-term growth and income, all within a tax-advantaged account.
Introducing your clients to self-directed IRAs can help them leverage their expertise in the property market while optimizing their retirement strategy. This approach not only demonstrates your commitment to their financial well-being but also positions you as a knowledgeable resource regarding alternative investments.
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Helpful Resources to Share with Your Clients
Offer Clients More Control with a Checkbook LLC
Help your clients gain a competitive edge with the Real Estate Checkbook IRA LLC, enabling them to take direct control of their IRA investments and streamline their real estate transactions. A Checkbook IRA gives clients the ability to write checks directly from the LLC, speeding up the investment process and helping them capitalize on time-sensitive real estate transactions.
This powerful tool can empower your clients to make quicker decisions, streamline their investing, and enhance their overall investment experience, ultimately strengthening your professional relationship and reputation.
We also offer preparation services for Form 990-T relating to Unrelated Business Income Tax (UBIT). If an IRA is invested in a debt-financed property and/or LLC/LP investments, investors may need to file Form 990-T.
Expand Investing with the Universal IRA
For investors looking to manage multiple asset types in their IRA without the hassle of opening accounts at multiple institutions, real estate and legal professionals can assure them that the Universal IRA at Equity Trust handles all their needs in one place.
With the Universal IRA, investors can hold both traditional assets like stocks and mutual funds, as well as alternative assets such as real estate and private equity, all within a single IRA. This flexibility simplifies the investment process, allowing investors to easily diversify portfolios and manage investments with one custodian and an integrated platform.
What We Offer
Our team is dedicated to simplifying the process for you and your clients by providing comprehensive administrative support across various services:
- Equity Trust Company: We streamline the self-directed IRA process by handling the account custody and administrative details so you can focus on your clients.
- Equity 1031 Exchange: As a Qualified Intermediary with over 50 years of combined experience, Equity 1031 Exchange administers all aspects of 1031 exchanges. We provide detailed documentation, including exchange agreements and closing statements, and monitor critical deadlines for every transaction.
- Equity Doc Prep: We assist with all LLC documentation for Checkbook IRAs and 990-T preparation, enabling you to make sure your entity is properly structured and all tax forms are accurately completed.
Why Equity Trust Company
At Equity Trust, we are dedicated to helping clients achieve their financial goals by offering personalized support throughout the real estate investing process. Here’s what you can expect:
Exceptional Levels of Service
Our large, dedicated teams support our technology to ensure timely and accurate transactions.
Convenience
Through our 1031 Exchange, LLC services, and IRA custody services, the Equity family of companies' suite of real estate services covers all your needs.
Education and Resources
Complimentary articles, guides, videos, and webinars leverage our extensive knowledge and help educate your investors on the benefits of tax-advantaged IRA investing.
Established, Leading Custodian
Equity Trust Company has 50 years of experience in the financial services industry and was named Best Overall Self-Directed IRA Company by Investopedia from 2020-2024.
Exceptional Levels of Service
Convenience
Education and Resources
Established, Leading Custodian
Discover How We Can Help You
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