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1031 Qualified Intermediary

1031 Strategies & Services Group

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.

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Services & Pricing

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Forward Exchange

Unknown

Improvement Exchange

Unknown

Reverse Exchange

Unknown

Coverage Area

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California

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Who works at 1031 Strategies & Services Group?

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Jeff Lowenstein
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Kris Champion-Morton
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Robert Ian Bunje, CES®
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Business Info

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CES Certified

This business is a member of the Certified Exchange Specialists organization.

CES Certified

It's not clear if this business is a member of the Certified Exchange Specialists.

Exchanges Completed

Number of verified exchanges performed by the business.

Exchanges Completed

It is unclear how many 1031 exchanges this business has completed.

Years of Experience

Number of years 1031 Strategies & Services Group has been in business.

Years of Experience

It is unclear how long 1031 Strategies & Services Group has been in business.

E&O Insurance

The amount of Errors & Omissions insurance coverage this business maintains.

E&O Insurance

It is unclear if this business has Errors & Omissions insurance or how much coverage they maintains.

Surety Bond

The amount of Surety Bond coverage this business maintains.

Surety Bond

It is unclear if this business has a surety bond or how much coverage they maintain.

FAQs

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