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), 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, 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.
Yes, that is true. Pioneer 1031 Company has been an active member of the Federation of Exchange Accommodators since 1995.
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, 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.
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, 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., 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., 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, 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., 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 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 § 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 IRC § 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 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.
1031 Strategies & Services Group, headquartered in California, has been active since 1980 through its affiliates, Independent Exchange Services, Inc. and Reverse Exchange Services, Inc. These affiliates specialize in providing detailed planning and strategic guidance for Section 1031 tax-deferred exchanges. They offer a range of services for different types of exchanges including delayed, simultaneous, reverse, built-to-suit, and international exchanges. The company positions itself as a boutique firm, focusing on offering personalized service rather than handling a high volume of transactions. They serve clients both in the United States and internationally, acting as a qualified intermediary to facilitate the deferral of capital gains taxes on exchanged investment properties.
1031X.Com, Inc., based in Colorado, was established in 1994 by attorney Steven Hickox and broker Christopher Sayre. It began as an online exchange shop and has grown into a top-ranked national Qualified Intermediary with operations in Colorado, Missouri, Texas, and Ohio. The company focuses on providing stress-free experiences for its clients by simplifying complex IRS rules and investment structures. They offer personalized service by assigning a designated Exchange Officer to each investor and their advisors, supported by digital solutions. 1031X.Com, Inc. caters to a wide range of clients, from first-time investors with a single rental property to businesses managing extensive asset portfolios across the nation. The company emphasizes a client-centric approach characterized by simplicity, trust, expertise, and timely results.