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Qualified Intermediary

1031 Intermediaries

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Exchange Resources, Inc.
deferred.com
Verified

San Diego, CA

Exchange Resources, Inc., headquartered in California, was founded in October 1999 by Paul Spring, a former president of a title insurance firm’s subsidiary trust company. The company was established with the aim of providing superior service and security as an independent 1031 Exchange company. Exchange Resources, Inc. focuses on educating both professionals and investor-owners about 1031 Exchanges and assisting them in implementing these exchanges as part of their financial strategies. The company is an active member of the Federation of Exchange Accommodators (FEA) and participates in teaching at FEA's nationwide meetings and seminars. Many of their staff hold the Certified Exchange Specialist (CES) designation, which demands ongoing education and testing, making them sought-after speakers across the U.S. in various professional circles.
Exchange Solutions, Inc.
deferred.com
Verified

East Meadow, NY

Yes, Exchange Solutions, Inc. is a member of the Federation of Exchange Accommodators.
Exchangeable, LLC
deferred.com
Verified

Scottsdale, AZ

Exchangeable, LLC, headquartered in Arizona, positions itself as a comprehensive provider for 1031 exchange services. The company emphasizes its expertise in safeguarding sales profits from IRS capital gains taxes through a well-refined 1031 exchange process. They highlight the security of client funds, which are managed by a fiduciary partner using advanced security measures for transactions. Exchangeable, LLC is a member of the Federation of Exchange Accommodators, underscoring their commitment to trust, knowledge, and efficiency in handling exchanges.
Iowa Property Exchange, LLC
deferred.com
Verified

West Des Moines, IA

Iowa Property Exchange, LLC (IPE 1031), based in Iowa, has been a prominent independent qualified intermediary since 2003, managing billions in exchange transaction dollars. The company specializes in assisting with the planning and structuring of exchange transactions, providing detailed and customized documentation to ensure compliance with IRS regulations, and holding sale proceeds in trust as mandated by Section 1031. IPE 1031 serves as a comprehensive resource for taxpayers and their advisors regarding exchanges.IPE 1031 is an active member of the Federation of Exchange Accommodators (FEA), the sole trade organization and governing body of the qualified intermediary industry, which focuses on promoting client security, integrity, and professionalism. The principal of IPE 1031 has notably served nine years on the FEA’s Board of Directors, including as Chair of the Ethics Committee, and has been a past President of the FEA. Currently, the principal serves on the FEA’s Government Affairs Committee.
National Granite 1031 Services, Inc.
deferred.com
Verified

New City, NY

National Granite 1031 Services, Inc., headquartered in New York, provides access to exchange experts who assist clients with exchange-related challenges. The company is a member of the Federation of Exchange Accommodators.
Old Republic Exchange Company - OREXCO
deferred.com
Verified

Walnut Creek, CA

Old Republic Exchange Company (OREXCO), based in California, is a subsidiary of Old Republic International, a multi-line insurance holding company with substantial assets. Established in 1993, OREXCO specializes in secure real estate exchanges, offering a written guarantee against losses due to gross negligence, fraud, or dishonesty by its employees. The company is well-insured, with significant coverage for professional liability and a fidelity bond to protect against dishonest acts. OREXCO does not provide tax or legal advice, urging clients to consult with tax advisors to assess the suitability of an exchange for their specific circumstances. They are a member of the Federation of Exchange Accommodators, ensuring compliance with industry standards. For more information or queries, they encourage contacting their national office or visiting their website.
Peak 1031 Exchange
deferred.com
Verified

Woodland Hills, CA

Peak 1031 Exchange, headquartered in California, is a prominent national provider of tax-deferred 1031 exchange services. Established in 2003, the company has been assisting both individuals and businesses throughout the United States in managing the complexities of 1031 exchanges to meet their investment objectives. As members of the Federation of Exchange Accommodators (FEA), Peak 1031 Exchange adheres to the highest industry standards, ensuring reliable and trusted services for their clients.
Pioneer 1031 Company
deferred.com
Verified

Boise, ID

Yes, that is true. Pioneer 1031 Company has been an active member of the Federation of Exchange Accommodators since 1995.
Prime West Exchange, Inc.
deferred.com
Verified

Sherman Oaks, CA

Prime West Exchange, Inc., headquartered in California, is a company specializing exclusively in 1031 Exchanges. It operates under its parent company, which has been providing 1031 exchange advice and expertise for over three decades. The company offers services that focus on protecting and appreciating client equity, including establishing individual interest-bearing accounts for taxpayer exchange proceeds and allowing taxpayers to retain the interest accrued. Prime West Exchange, Inc. emphasizes a competitive pricing model for their services and boasts a team with cumulatively over four decades of experience in the field. They offer customized services to fit unique investment needs and are members of the Federation of Exchange Accommodators.
Rodeo Exchange
deferred.com
Verified

Beverly Hills, CA

Rodeo Exchange, headquartered in California, emphasizes the safety and security of exchange funds by using Exchange Manager to process transactions, ensuring funds are held in segregated escrow accounts with dual signature options available. They highlight their substantial insurance coverage, including a $50 million Fidelity Bond and $25 million in Errors and Omissions insurance. With over 40 years of industry experience, Rodeo Exchange boasts a team comprising business specialists, attorneys, Certified Exchange Specialists, brokers, and accountants. They are a member of the Federation of Exchange Accommodators, underscoring their commitment to industry standards and the preservation of 1031 exchanges.
Ten Thirty One LLC
deferred.com
Verified

Salem, OR

Company Name: Ten Thirty One LLCHeadquarters: OregonDescription: Ten Thirty One LLC provides comprehensive services for real estate 1031 exchanges. Their offerings include preparing necessary exchange documents, eliminating the risk of constructive receipt for the Exchangor, coordinating with escrow companies, Realtors, and tax or legal advisors, and reviewing all closing documents related to the tax-deferred exchange. They assist in identifying replacement properties, manage and disburse exchange funds, and ensure the security of these funds through FDIC and Qualified Escrow Accounts. Additionally, they offer Errors and Omission insurance, and provide clients with final documents along with a full summary and final accounting. Ten Thirty One LLC is a member of the Federation of Exchange Accommodators.
The Exchange Connection
deferred.com
Verified

Snohomish, WA

The Exchange Connection, headquartered in Washington, specializes in conducting 1031 exchanges, also known as Starker Exchanges. They are recognized for their expertise and leadership in the Like Kind Exchange Industry, offering educational resources and services to both industry professionals and consumers. Real estate agents, title companies, tax preparers, and accounting firms rely on The Exchange Connection for accurate and current 1031 exchange advice. The company is noted for its exceptional customer service, assisting taxpayers nationwide in navigating the complexities of 1031 exchanges. They are a member of the Federation of Exchange Accommodators.
XChange Solutions, Inc.
deferred.com
Verified

San Jose, CA

XChange Solutions, Inc., based in California, is an independent 1031 exchange intermediary founded in 1996 by Kevin Hereford. The company operates offices in San Jose, San Mateo, and Santa Cruz, California; Reno, Nevada; and Seattle, Washington. As a member of the Federation of Exchange Accommodators, XChange Solutions offers extensive expertise in local and national exchanges, including specialized knowledge in reverse and improvement exchanges. The team, with over 50 years of combined experience, provides in-depth understanding of relevant tax codes and conducts over 20 hours of tax-related education annually. They are recognized for handling thousands of exchanges and offer robust security measures for transaction funds, including a $3,000,000 fidelity bond and special bank withdrawal documentation requiring the exchanger's signature. XChange Solutions meets all "Safe Harbor" requirements set by the Treasury Department and IRS, ensuring compliance and mitigating risks related to agency or related party issues. They also offer educational resources, teaching over 100 accredited classes annually to real estate agents and accountants in California, Nevada, and Washington.
1031 Corp.
deferred.com
Verified

Collegeville, PA

1031 Corp., headquartered in PA, emphasizes superior security, knowledge, and experience in handling 1031 exchanges. They offer segregated FDIC insured accounts for each exchange, which include the client's name and Tax ID, with the ability to monitor the account balance online at any time. Additional security measures include requiring multiple internal authorizations to move funds, the option for a Qualified Escrow Agreement, and coverage by a multi-million dollar fidelity bond and professional liability insurance. Their Exchange Team is comprised of a CPA, paralegals, and many hold the Certified Exchange Specialist designation, boasting over 150 years of combined experience in the industry. The team is well-versed in all types of real property exchanges, regardless of size or complexity, and stays updated with continuous education on relevant tax laws and industry changes.The company ensures a streamlined exchange process, providing a dedicated Exchange Officer to each client while maintaining team-wide familiarity with each transaction. They offer user-friendly documentation, step-by-step guidance, and the flexibility to prepare documents and initiate exchanges swiftly, sometimes in as little as twenty minutes. They also provide comprehensive post-exchange support, including a packet with all exchange documents and a tax reporting booklet to aid in IRS Form 8824 preparation. They are not members of the Federation of Exchange Accommodators.
1031 Corporation Exchange Professionals
deferred.com
Verified

Longmont, CO

1031 Corporation Exchange Professionals, based in Longmont, Colorado, has been providing qualified intermediary services for tax-deferred exchanges across the United States since 1990. As a subsidiary of FirstBank, they offer a secure environment for client funds, backed by over $28 billion in assets. The company specializes in complex transactions including reverse and improvement exchanges, and can handle multi-million dollar exchanges in all fifty states. They offer competitive titleholder fees and maintain segregated bank accounts for each exchange to ensure the safety of client funds. Additionally, they are bonded and insured, holding both a fidelity bond and professional liability insurance. Their team collaborates with realtors, attorneys, and tax professionals to offer comprehensive exchange consultation, guidance, and preparation. They pride themselves on high-level customer support and competence throughout the exchange process.
1031 Exchange Connection, Inc.
deferred.com
Verified

Bonita Springs, FL

1031 Exchange Connection, Inc., based in Bonita Springs, Florida, operates as a Qualified Intermediary to facilitate 1031 exchanges, helping clients defer capital gains taxes on like-kind real estate investments. The company distinguishes itself by having a licensed CPA with expertise in real estate tax strategies as part of its team. They ensure the security of client funds by maintaining them in separate, non-commingling accounts throughout the transaction process. Additionally, 1031 Exchange Connection is bonded and insured, providing further protection for its clients. They offer services both locally in Florida and nationwide.
1031 Exchange Professionals, Inc.
deferred.com
Verified

San Mateo, CA

1031 Exchange Services, LLC
deferred.com
Verified

Little Rock, AR

1031 Exchange Services, LLC, headquartered in Arkansas, operates as a division of Kensington Vanguard National Land Services and is a subsidiary of Truist Insurance Holdings, Inc., which is part of Truist Financial Corporation. The company specializes in providing national qualified intermediary services for IRC Section 1031 exchanges, emphasizing personalized customer service and direct communication with clients. The leadership includes Todd R. Pajonas, Esq., and Matthew K. Scheriff, CPA, CES, who both have over 25 years of experience in the 1031 exchange industry.The company distinguishes itself by offering individualized service, particularly in handling the security of exchangers' funds. They ensure that each transaction has a separate segregated escrow account, with the option for dual signature escrow accounts, enhancing the security and compliance with 1031 regulations. Legal 1031 also provides continuing education for professionals like attorneys, CPAs, and realtors, and is recognized for its expertise through various publications and media appearances. They are not a member of the Federation of Exchange Accommodators.
1031 Exchange Services, LLC
deferred.com
Verified

Town & Country, MO

1031 Property Exchange, LLC
deferred.com
Verified

Bozeman, MT

1031 Property Exchange, LLC is based in Bozeman, Montana, and specializes in 1031 exchanges. The company is currently led by Karen Martin and Tarie Asay, who took over from Rusty Squire in 2022. Rusty, who has experience completing exchanges in all 50 states, still contributes as a consultant. Karen and Tarie have diverse backgrounds in architecture, ranching, financial investment, property development, and property management. They have experience acting as Qualified Intermediaries in multiple states and aim to continue providing successful 1031 exchange services. The company can be contacted via phone or email for discussions on potential exchanges.