Accruit

What Accruit does

Accruit is a national Qualified Intermediary (QI) that facilitates Internal Revenue Code Section 1031 like-kind exchanges of investment and business-use real estate. Founded in March 2000 and headquartered in Denver, Colorado, the company operates from 14 U.S. regional offices and serves commercial real estate investors, agribusiness landowners, single-family rental operators, family offices, and institutional investors. Accruit processes all exchange structures including forward, reverse, build-to-suit, improvement, leasehold, and specialty non-safe harbor transactions, with over $6.9 billion in real estate transactions facilitated as QI and more than $33 billion supported through its broader solution suite.

The company's core technology stack is anchored by Exchange Manager Pro℠, hosted on Microsoft Azure and certified SOC 2 Type 2, which automates deadline reminders, document creation, assignment generation, and notification distribution — reducing document creation to approximately 8 minutes per exchange and administrative workload by more than 50%. QI Connect is a white-label embedded-QI platform that allows title companies, brokerages, attorneys, CPAs, wealth managers, DST providers, and other QIs to offer 1031 services under their own brand with Accruit operating as the back-office intermediary. Supporting tools include four SEO-driven financial calculators (Exchange Deadline, Capital Gains, Depreciation, Debt Replacement) and 20+ certified continuing-education courses delivered across 13+ states for real estate professionals.

Accruit monetizes through transaction fees for direct QI and Exchange Accommodation Titleholder (EAT) services, recurring subscription and licensing fees for Exchange Manager Pro℠ to other QI operators, and white-label platform/processing fees via QI Connect. Since April 2023, Accruit has operated as a subsidiary of Inspira Financial, a financial services platform with over $65 billion in assets under custody. The firm differentiates through a credentialed in-house team of six attorneys, eight Certified Exchange Specialists (CES®), and one CPA, with three past presidents of the Federation of Exchange Accommodators (FEA) on staff; insurance coverage exceeds industry norms at $50M Fidelity Bond, $25M E&O, and $20M Cyber Liability.

Name

Accruit

Legal name

Accruit Holdings LLC

Website

https://accruit.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Accruit is a national Qualified Intermediary that facilitates IRC Section 1031 tax-deferred like-kind real estate exchanges for commercial investors, agribusiness landowners, single-family rental operators, family offices, and institutional investors, supported by proprietary Exchange Manager Pro℠ workflow software and the white-label QI Connect partner platform.

Ownership category

akta.pro rank

Product category

Qualified Intermediary / 1031 Exchange Services

NAICS

Credit Intermediation and Related Activities (522), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

1031 Exchange Intermediary Services (BPAJAOAL)

Keywords

• 1031 exchange services
• Qualified intermediary
• Real estate tax deferral
• Exchange management software
• Like-kind exchanges

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices14 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Qualified Intermediary Exchange Services: Accruit earns fees for acting as Qualified Intermediary and Exchange Accommodation Titleholder (EAT) in 1031 exchanges. Fees are structured based on transaction complexity, asset types, and service requirements. Services cover forward, reverse, build-to-suit, improvement, and specialty non-safe harbor exchanges. Pricing is custom-quoted following an initial consultation.
2. Exchange Manager Pro℠ Software Licensing: Exchange Manager Pro is licensed to other Qualified Intermediaries and exchange companies to power their QI operations. The software is positioned as the industry-standard workflow tool for 1031 exchanges, licensed to multiple national QI operators.
3. QI Connect Partner Platform: A white-label program enabling real estate professionals, title companies, attorneys, CPAs, and wealth managers to offer 1031 exchange services. Partners monetize 1031 opportunities within their existing client base while Accruit provides the back-office QI infrastructure, generating recurring platform and processing fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

Accruit provides Qualified Intermediary (QI) and Exchange Accommodation Titleholder (EAT) services that facilitate tax-deferred IRC Section 1031 like-kind exchanges of investment real estate for U.S. property owners and investors. Services cover forward, reverse, build-to-suit, improvement, leasehold, and specialty non-safe harbor exchanges across agriculture/land, single-family rental, commercial, and private client segments, and are supported by the proprietary Exchange Manager Pro℠ workflow platform and the QI Connect white-label partner platform.

Product overview

Accruit offers a comprehensive portfolio of 1031 exchange solutions built around its core Qualified Intermediary (QI) Services and two proprietary technology platforms. The QI Services division handles all types of 1031 exchanges across multiple property sectors (agriculture/land, single-family rentals, commercial, and private client). The technology portfolio consists of QI Connect (an integrated platform with embedded QI for white-label use) and Exchange Manager Pro℠ (licensed workflow technology for QI operations). Supporting offerings include four financial calculators (Exchange Deadline, Capital Gains, Depreciation, and Debt Replacement), certified 1031 Exchange Education courses across multiple states, and educational resources. The company operates as a national provider acquired by Inspira Financial in 2023.

Differentiator

Problem solved

Functional benefit

Products and services

• Qualified Intermediary (QI) Services Core Qualified Intermediary and Exchange Accommodation Titleholder services that facilitate tax-deferred IRC Section 1031 like-kind exchanges for real estate investors. Covers forward, reverse, build-to-suit, improvement, leasehold, and specialty non-safe harbor exchanges across multiple property types, with fee structure based on transaction complexity, asset type, and service requirements.
• QI Connect White-label 1031 exchange platform with embedded Qualified Intermediary that enables title companies, brokerages, real estate attorneys, accountants, wealth managers, DST providers, and other QIs to offer 1031 services to their existing clients under their own brand. Accruit acts as the back-office QI and provides custom branded documents, automated notifications, deadline reminders, and high-touch service including a dedicated Exchange Officer, Customer Success Manager, 1031 specialized attorney, and Director of 1031 Education.
• Exchange Manager Pro℠ Licensed 1031 exchange workflow software that powers QI operations for other Qualified Intermediaries and exchange companies. Automates deadline reminders, document creation, assignment generation, and notification distribution. SOC 2 Type 2 compliant, hosted on Microsoft Azure, with 24/7 secure online access; reduces document creation time to approximately 8 minutes and administrative workload by more than 50%.
• 1031 Exchange Education (CE Courses) Certified Continuing Education (CE) courses covering 1031 exchanges for real estate professionals (agents, brokers, title professionals, escrow officers). Courses include Introduction to 1031 Exchanges, Advanced Concepts, Reverse and Parking Exchanges, and Land Transactions. Certified as a Real Estate CE Provider across 13+ states, with non-CE education available nationwide through webinars and workshops.
• Agriculture & Land 1031 Exchange Services Specialized Qualified Intermediary services focused on farm, ranch, and recreational land transactions. Covers agricultural land exchanges, mixed-use property exchanges (farm plus residence), conservation easements, long-term lease exchanges, improvement exchanges for irrigation/fencing/outbuildings, and oil/gas/mineral/water rights exchanges for agribusiness operators and landowners.
• Single-Family Rentals (SFR) 1031 Exchange Services Qualified Intermediary services specialized for investors in single-family rental properties. Supports multi-property SFR exchanges, bulk upload exchanges, portfolio rebalancing, access to capital through deferred gains, and REIT divestiture exchanges, with batch processing of multiple SFR assets in a single exchange powered by Exchange Manager Pro℠.
• Commercial Real Estate 1031 Exchange Services Qualified Intermediary services for commercial real estate investors, covering office buildings, retail centers, industrial warehouses, multifamily housing, and hotels. Supports forward exchanges as well as complex reverse exchanges and construction/improvement exchanges.
• Private Client Group Specialized Accruit team providing tailored 1031 exchange solutions for family offices, wealth management firms, institutional investors, and high-net-worth clients. Services include family office real estate disposition/acquisition, institutional investor portfolio rebalancing, REIT transactions, TIC/DST co-investments, and 1031/721 UPREIT contributions, supported by dedicated senior specialists and custom agreements.

Quantifiable outcome

• Over $6.9 billion in real estate transactions facilitated as Qualified Intermediary; $33 billion+ supported through Accruit's suite of solutions; Inspira Financial has $65 billion+ in assets under custody.
• +2 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eleven partnerships are on record, tiered core and minor.

• Inspira FinancialcoreOthers · 1 April 2023In April 2023, Accruit completed its strategic sale to Inspira Financial, a leading financial services company providing health, wealth, retirement, and benefits solutions. Inspira Financial has over $65 billion in assets under custody and serves more than 7 million individuals. This acquisition provided Accruit with accelerated growth opportunities and additional resources to continue revolutionizing the 1031 exchange industry. As part of Inspira Financial, exchange funds are protected by some of the highest coverage levels in the industry.
• Federation of Exchange Accommodators (FEA)coreStrategic or Co-development PartnerAccruit has a long-standing commitment to the FEA, including three past presidents (Brent Abrahm, Max Hansen), five past and present FEA board members, and multiple FEA committee members. Accruit has helped lead advocacy efforts in Washington, D.C. to preserve Section 1031 exchanges for exchangers. Steve Holtkamp is a current FEA board member and Vice President; Mark Adams also serves as a current FEA board member.
• American Land Title Association (ALTA)minorStrategic or Co-development PartnerAccruit maintains membership and active engagement with the American Land Title Association (ALTA), a leading trade association for the land title industry. ALTA membership supports Accruit's relationships with title companies and escrow agents who serve as key referral sources for 1031 exchange clients.
• National Cattlemen's Beef Association (NCBA)minorStrategic or Co-development PartnerAccruit is a supporting member of the National Cattlemen's Beef Association (NCBA), the premier trade association for the U.S. cattle industry. Partnership supports Accruit's agribusiness outreach and cross-promotion with cattle ranch operators who are key clients for agricultural land 1031 exchanges.
• American Agri-Women (AAW)minorStrategic or Co-development PartnerAccruit is a member of American Agri-Women (AAW), the nation's largest coalition of farm, ranch, and agri-business women. Supports outreach to female landowners and agricultural operators seeking tax-deferred exchange solutions for farmland and ranch transactions.
• Montana Stockgrowers Association (MSGA)minorStrategic or Co-development PartnerAccruit maintains a partnership with the Montana Stockgrowers Association (MSGA), supporting outreach to Montana cattle ranchers and livestock operators who utilize 1031 exchanges for farm and ranch land transactions. Accruit's agribusiness specialists including Max Hansen and Jonathan Barge are based in Montana.
• Professional Rodeo Cowboys Association (PRCA)minorStrategic or Co-development PartnerAccruit is associated with the Professional Rodeo Cowboys Association (PRCA), reflecting the company's deep roots in the agribusiness and ranching community. Managing Director Max Hansen is a proud Gold Card member of the PRCA.
• Utah Land Title Association (ULTA)minorStrategic or Co-development PartnerAccruit actively participates in ULTA events including the 2026 Annual Convention in Heber City, UT. Partnership supports relationship-building with Utah title professionals who refer 1031 exchange clients to Accruit.
• Michigan Land Title Association (MLTA)minorStrategic or Co-development PartnerAccruit participates in MLTA events including the 2026 Annual Convention. Partnership supports relationship-building with Michigan title professionals and escrow agents for 1031 exchange referrals.
• Farm Bureau (Multiple State Affiliations)minorStrategic or Co-development PartnerAccruit is a supporting partner of Farm Bureau organizations, supporting outreach to farmers and landowners across the U.S. Farm Bureau partnerships support Accruit's positioning as a trusted resource for agricultural land 1031 exchanges.
• American Agricultural Law Association (AALA)minorStrategic or Co-development PartnerAccruit is a member of the American Agricultural Law Association (AALA), supporting its positioning as a legal and regulatory expert in agricultural real estate transactions, including conservation easements, water rights, and farm succession planning involving 1031 exchanges.

Scale indicators7 records

Recent moves7 records

Expansion highlights7 records

Direct peers

• IPX1031: IPX1031 is one of the largest national 1031 Qualified Intermediaries in the U.S., offering forward, reverse, and improvement exchanges across all 50 states. Directly competes with Accruit in core QI services and has invested heavily in proprietary exchange technology, mirroring Accruit's Exchange Manager Pro strategy.
• First American Exchange Company: First American Exchange Company is the QI arm of First American Financial Corporation, one of the largest title insurers in the U.S. It leverages First American's title and escrow distribution to provide 1031 services nationally, making it a direct competitor with structural referral advantages over independent QIs like Accruit.
• Equity Trust Company: Equity Trust Company is a major self-directed IRA custodian that also offers 1031 exchange QI services, particularly serving individual investors and real estate professionals. It directly competes with Accruit in the same QI category and has overlapping investor-adjacent services like DST investments.
• Chicago Deferred Exchange Company: Chicago Deferred Exchange Company is a national QI focused on both forward and complex reverse exchanges for commercial and residential real estate investors. As a direct peer, it competes head-to-head with Accruit on transaction execution and expertise for institutional and high-net-worth clients.
• Asset Preservation, Inc. Asset Preservation is a national 1031 Qualified Intermediary specializing in all exchange types, including forward, reverse, and improvement exchanges. It is a long-standing direct competitor to Accruit with comparable geographic coverage, professional staff, and similar service offerings for CRE and institutional investors.

Broad incumbents

• WFG National Title Insurance Company: WFG National Title is a large national title insurance underwriter with affiliated escrow and exchange services that compete with Accruit in QI-adjacent transactions. While not exclusively a QI, its integrated title/escrow/exchange offering creates overlapping relationships for real estate investors and serves as both a competitor and a QI Connect channel partner.
• Old Republic Title: Old Republic Title is a major title insurance underwriter with affiliated escrow and exchange services serving national CRE investors. Its broad title/escrow footprint creates embedded referral opportunities for affiliated QI services that compete with Accruit, even where Accruit's QI Connect partner model creates complementary relationships.
• Stewart Title Guaranty Company: Stewart Title is a large national title insurer that offers affiliated 1031 exchange services through its escrow operations. Its enterprise title/escrow distribution gives it structural advantages in client acquisition that Accruit must counter through direct sales and white-label partnerships.
• Fidelity National Title: Fidelity National Title is one of the largest U.S. title insurers and a parent of various escrow and exchange services. Its scale, agency network, and embedded title relationships create competitive distribution for QI services that overlap with Accruit's direct enterprise sales motion.

Emerging players

• Security Exchange Company (Secured Advantaged Exchange): Security Exchange Company is a smaller but specialized national QI that focuses on complex exchange structures including reverse, improvement, and non-safe harbor transactions. It competes for the same institutional, family office, and complex CRE segments that Accruit targets with its Private Client Group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Accruit
• YouTubeyoutube.com/accruit
• Facebookfacebook.com/Accruit
• LinkedInlinkedin.com/company/accruit

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Accruit