Trust does not happen overnight. It develops over time. It is the direct by-product of consistent, dependable, results-oriented performance. Since 1992, the principals of CU Exchange have earned that trust. Since our inception, we have served as a Qualified Intermediary, providing clients with full-service, tax-deferred exchange services under Section 1031 of the Internal Revenue Code.

Our professional staff is equipped to handle any situation at a moment’s notice. In order to meet the needs of our clients, we train every one of our exchange accommodators to address simple and complex issues. Our staff includes numerous Certified Exchange Specialists™, as well as, a CPA and an attorney with an advanced degree in taxation. 

CU Exchange is fully bonded and insured. We combine the experience and expertise you are looking for, and have successfully handled thousands of exchanges over the years. We have assisted clients in deferring millions of dollars in capital gains taxes.