Sam Kohler

QI Exchange Coordinator

Sam Kohler

Meet Sam

Sam is a Qualified Intermediary Exchange Coordinator at Realized, serving as the first point of contact for investors looking to become more equipped to handle the exchange process. Sam’s primary focus is to find the best route to a successful exchange for each unique situation.

Sam offers experience from the financial services industry and residential lending. He joins the team at Realized after his time with Wells Fargo as a Private Mortgage Banker, where he worked to provide affluent bank clients a specialty service in originating loans. Prior to his experience in residential lending, Sam worked as a Financial Planner with 49 Financial, taking a holistic approach to servicing each client's financial goals that pertained to investments, risk management, and estate planning.

Sam currently resides in Austin with his best friend Wilson, a 3-year-old Australian Shepherd who challenges him daily to get out and be active. Sam is a graduate of Angelo State University, where he received his BBA with an emphasis in business management. He is an avid sports fan who takes pride in his loyalty to the Cleveland Browns. In his free time, he enjoys the live music scene that Austin has to offer.

Sam's Articles

All Articles

What is a Non-Qualified Intermediary?

Anyone embarking on the 1031 exchange process understands that an independent entity, responsible for facilitating transfer of the proceeds, is necessary to ensure a successful property swap. Known as the Qualified Intermediary (QI) or ...

May 1, 2021

Does a 1031 Qualified Intermediary Have to Reside in the Same State Where ...

For an investor engaged in a 1031 exchange transaction, the Qualified Intermediary's correct utilization is one of the key elements to success. The Qualified Intermediary, sometimes referred to as a 1031 exchange accommodator, is an ...

Feb 18, 2021

How to Properly Vet a Qualified Intermediary

For a taxpayer seeking to defer recognition of capital gains by completing a 1031 exchange, one of the key determinants of success is often in the selection of the Qualified Intermediary (QI) used to facilitate the transactions. The ...

Feb 10, 2021