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LEGAL
Last updated: February 2026
IMPORTANT: The information provided on this website and through our services is for educational and informational purposes only. This is not tax, legal, or investment advice. Always consult with qualified professionals before making financial decisions.
[QI_COMPANY_NAME] provides qualified intermediary services for IRC Section 1031 like-kind exchanges. All information provided through our website, documentation, and communications is for general informational purposes only and should not be considered professional advice of any kind.
• We make no representations about the accuracy, completeness, or suitability of any information provided
• Information may become outdated and may not reflect current law or market conditions
• Your specific circumstances may differ significantly from general information provided
• No attorney-client, accountant-client, or advisor-client relationship is created through this website
WE DO NOT PROVIDE TAX ADVICE. The tax implications of 1031 exchanges are complex and depend on your specific circumstances.
• 1031 exchanges have strict requirements that must be met for tax deferral benefits
• Tax consequences can vary significantly based on property type, holding period, and use
• State and local tax implications may differ from federal treatment
• Depreciation recapture and other tax complications may apply
• Tax laws change frequently and may affect exchange treatment
You must consult with a qualified tax professional (CPA, tax attorney, or enrolled agent) before proceeding with any 1031 exchange.
WE DO NOT PROVIDE LEGAL ADVICE. We are not attorneys and do not provide legal counsel or representation.
• Exchange documentation has legal implications and requirements
• Property title issues can affect exchange qualification
• Entity structures may impact exchange eligibility and tax treatment
• State laws may impose additional requirements or restrictions
• Contract terms and conditions require legal review
You must consult with a qualified attorney before proceeding with any 1031 exchange.
WE DO NOT PROVIDE INVESTMENT ADVICE. We do not recommend specific properties, investment strategies, or make representations about investment merit.
• All real estate investments carry risk of loss
• Property values can decline as well as appreciate
• Market conditions affect property liquidity and returns
• Investment suitability depends on your financial situation and goals
• Diversification and risk assessment require professional evaluation
You must consult with a qualified financial advisor before making investment decisions.
Our website may include calculators and comparison tools for educational purposes only. These tools are not guarantees of actual results or outcomes.
• Calculations are estimates based on assumptions that may not reflect your situation
• Actual results will vary based on market conditions, property performance, and other factors
• Tax calculations are simplified and may not account for all applicable rules
• Interest rates, appreciation rates, and other assumptions may not be accurate
• Results do not constitute financial projections or guarantees
• Verify all inputs and assumptions with qualified professionals
• Use results only as general estimates for educational purposes
• Do not rely on calculator results for financial decisions
• Obtain professional analysis for accurate projections
IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with requirements imposed by the Internal Revenue Service, we inform you that any federal tax advice contained in this communication (including attachments) was not intended or written to be used, and cannot be used, by any person for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any tax-related matter addressed herein.
[QI_COMPANY_NAME] is not a broker-dealer and is not registered with the Securities and Exchange Commission or any state securities regulator.
• DST interests displayed on our website are securities offerings
• We do not sell, market, or recommend specific DST investments
• All DST investments must be purchased through licensed broker-dealers
• DST investments carry risks including loss of principal
• Past performance does not guarantee future results
Most DST offerings are limited to accredited investors as defined by federal securities laws. Verify your eligibility with a qualified financial advisor or attorney.
• Past performance of any investment does not guarantee future results
• Historical returns may not be representative of future performance
• Market conditions change and affect all real estate investments
• Individual property performance varies significantly
• All return projections are estimates based on current assumptions
• Actual returns may be significantly higher or lower than projections
• Economic conditions, interest rates, and market factors affect outcomes
• No guarantee of income, appreciation, or capital preservation
• All real estate investments involve risk of loss
• Leverage increases both potential returns and potential losses
• Illiquidity may prevent timely sale of properties
• Tax law changes may affect 1031 exchange benefits
References to Texas Property Code or other Texas state laws are provided for general information only. State law applications can be complex and may vary by jurisdiction.
• Local ordinances and regulations may impose additional requirements
• Property tax implications vary by county and municipality
• Texas homestead exemptions may affect exchange eligibility
• Community property laws may impact exchange transactions
Consult with a Texas-licensed attorney for state law applications.
MANDATORY PROFESSIONAL CONSULTATION: Before proceeding with any 1031 exchange, you must consult with all of the following qualified professionals:
• Certified Public Accountant (CPA) or tax attorney for tax implications
• Attorney licensed in your state for legal structure and documentation
• Financial Advisor or investment professional for investment suitability
Failure to obtain proper professional advice may result in adverse tax consequences, legal complications, or unsuitable investment decisions.
• Website content may not reflect the most current law or regulations
• Tax laws and IRS guidance change frequently
• Market information may be outdated or inaccurate
• Property listings and investment opportunities change regularly
• Links to third-party websites are provided for convenience only
• We do not endorse or control third-party content
• Third-party information may be inaccurate or misleading
• External websites have their own terms and privacy policies
• Verify all information with current legal and tax authorities
• Confirm current law and regulations with qualified professionals
• Assess information relevance to your specific circumstances
• Use website content only as a starting point for further research
This website and our services are not a substitute for professional advice.1031 exchanges are complex transactions with significant tax and legal implications. Proceeding without proper professional guidance may result in adverse consequences including disqualification of tax benefits, unexpected tax liabilities, and unsuitable investments.