Jonathan Barge, JD

Jonathan Barge, JD, is a seasoned 1031 Exchange expert at Accruit, having joined the team in 2022. He possesses a deep understanding of 1031 Exchange rules and regulations and is proficient in structuring various types of exchanges including Simultaneous, Delayed, Reverse, and Improvement "Construction" exchanges. Jonathan is adept at working with a diverse range of clients, from first-time exchangers to institutional investors, ensuring their transactions are both successful and compliant. He excels in explaining complex exchange scenarios and tax implications clearly and professionally.His expertise extends to advising on intricate scenarios involving real estate partnerships, seller financing, related parties, and mixed-use properties. Jonathan is knowledgeable about "drop and swap" transactions, carryback notes, avoiding prohibited transactions with related parties, and combining Section 121 and Section 1031 benefits for mixed-use properties. He also specializes in the sale and exchange of easements, leaseholds, and qualifying intangible interests, as well as identifying and valuing real property in farm and ranch sales.In addition to his professional services, Jonathan is an active contributor to industry publications and digital media, sharing advanced 1031 topics and providing continuing education to industry professionals such as Brokers, Realtors®, CPAs, and Attorneys. He is a member of the Federation of Exchange Accommodators Ethics Committee and actively advocates for the 1031 Exchange industry on Capitol Hill.Jonathan's background includes service in the U.S. Air Force and law enforcement, and he is an active member of the State Bar of Montana. His approach is customer-focused, creative, and efficient, driven by a motivation to continually learn and connect with new people.