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.

Asset Exchange Company, headquartered in California, is a prominent provider of 1031 Exchange accommodation services, emphasizing unparalleled customer service at reasonable rates. They offer unique features such as the Attorney Guarantee‚Ñ¢, ensuring all exchange documents are prepared and reviewed by a licensed attorney, which is exclusive to them in the industry. This service aims to provide a robust defense in case of an IRS audit. The company ensures the security of exchange funds by depositing them into FDIC insured accounts at leading financial institutions, maintaining a strict policy against commingling client funds with operating funds. Additionally, they carry substantial Errors and Omissions insurance and a Fidelity Bond for added protection. Asset Exchange Company prides itself on integrity, experience, and providing the highest level of service with attention to detail and expert guidance. They maintain transparent pricing, free from hidden fees, layered costs, or miscellaneous charges. Contrary to the information provided, they are not members of the Federation of Exchange Accommodators.

Atlanta Deferred Exchange Inc. (ADE), based in Georgia, positions itself as a full-service expert in 1031 exchanges. The company emphasizes its extensive experience, having managed thousands of transactions, including complex ones involving REITs and sophisticated investors across the U.S. ADE offers a "Triple Protection" security program for client funds, which includes segregated accounts, required authorization for fund movements, and an optional Qualified Escrow Agreement. They use banks with strong ratings and FDIC insurance up to $250,000 for added security.ADE is also committed to education, providing accredited courses to CPAs, attorneys, brokers, and investors through various professional bodies in Georgia. They have produced a comprehensive exchange manual and numerous articles on tax-deferred exchanges.Their service includes innovative and customized strategies to meet specific client needs, responsive communication, and a proprietary process that ensures clients are reminded of critical deadlines and receive detailed reports on their transactions. However, they are not members of the Federation of Exchange Accommodators.

Atlas 1031 Exchange, LLC, headquartered in Florida, specializes in providing qualified intermediary services for both domestic and international clients involved in 1031 tax-deferred real estate exchanges. The company handles a variety of exchange types including forward, reverse, simple, and complex transactions. The president and founder, Andrew Gustafson, is a Certified Exchange Specialist with extensive experience, having facilitated over 2,900 exchanges since 2003. He founded Atlas 1031 Exchange in 2007 after co-founding Old South 1031 Exchange Services in 2003. Vice President Peter Tomlin brings expertise from a background in strategy consulting and private equity, along with engineering. The company emphasizes security and compliance with IRS regulations, offering services such as Qualified Escrow Accounts with FDIC security and maintaining transparency. The team includes other Certified Exchange Specialists, and they work closely with an advisory board of CPAs, attorneys, and title companies.

Banker Exchange, LLC, headquartered in South Carolina, is a qualified intermediary specializing in 1031 exchanges. The company is led by a former CPA with extensive experience as a real estate adviser and investor, ensuring a deep understanding of the complexities of Section 1031 of the Internal Revenue Code. Banker Exchange has successfully handled thousands of exchanges, deferred millions in capital gains taxes, and has a track record of never losing an investor dollar.The company emphasizes a personalized approach by assigning a dedicated Exchange Coordinator to each client, ensuring tailored service and direct access to expert advice. They focus on earning trust, protecting assets, and providing sound advice, maintaining open, honest, and transparent communication throughout the exchange process.Banker Exchange offers a partnership rather than just a service, aiming to guide clients through the nuances of 1031 exchanges with precision and care. Their team is approachable and dedicated to maximizing the value of each exchange, ensuring compliance and the safety of funds. They do not use automated responses or external call centers, instead prioritizing personalized interaction that aligns with clients' investment goals.

Birmingham Exchange Company, based in Michigan, focuses on helping clients maximize wealth through 1031 exchanges. They offer a team of experienced professionals who are well-versed in the complexities of the exchange process and the tax code. The company emphasizes its extensive industry network and aims to guide clients smoothly through the exchange process to achieve financial objectives and minimize tax liabilities. They are not members of the Federation of Exchange Accommodators.

Black Hawk Exchange, Inc., based in Iowa, was established in 2004 by Barb Mostek, who serves as its president. Barb brings nearly two decades of experience in managing 1031 tax deferred exchanges, having handled over 800 exchanges since the company's inception. The company emphasizes rapid documentation turnaround, personal and convenient service, timely reminders of critical due dates, and competitive pricing. However, it is not a member of the Federation of Exchange Accommodators.

Brookline Bancorp 1031 Exchange Services LLC is based in Massachusetts and operates under Brookline Bank, which has been in existence since 1871. The bank is known for its financial strength, trust, outstanding banking services, and strong customer relationships. However, it is not a member of the Federation of Exchange Accommodators.

CATIC Exchange, LLC, headquartered in Connecticut, has been in business for over 50 years. The company is primarily focused on providing professional services to policy-issuing attorneys, insured lenders, home-buyers, and other members of the real estate community. CATIC is an underwriting member of both the American Land Title Association (ALTA) and the New England Land Title Association (NELTA). They offer standard ALTA policies and expanded protection policies for residential and commercial properties. CATIC annually insures mortgages issued by more than 1,300 lending institutions and has received a B++ rating from A.M. Best, an A' rating from Demotech, and an A- rating from Kroll Bond Ratings. However, they are not a member of the Federation of Exchange Accommodators.

CPEC1031, LLC is a 1031 exchange company based in Minnesota, specializing in various types of 1031 exchanges including forward, reverse, and build-to-suit construction exchanges. Founded on February 9, 1998, by Jeffrey R. Peterson, the company has over 17 years of experience in facilitating 1031 exchanges across the United States. Jeffrey R. Peterson, who leads the company, holds both a B.A. and a J.D. from the University of Minnesota. He is a member of the Minnesota State Bar Association and the Tax Section of the American Bar Association, teaches tax law at Mitchell Hamline College of Law, and is an instructor for Kaplan Real Estate Education. The company is not a member of the Federation of Exchange Accommodators.

Capital Intermediary LLC, headquartered in New York, operates under the name SMPR Title Agency, Inc., previously known as Sneeringer Monahan Provost Redgrave Title Agency, Inc. They are recognized as one of the premier Title Insurance providers in New York. The company emphasizes its commitment to supporting clients throughout the process. However, they are not a member of the Federation of Exchange Accommodators.

Cascade Exchange Services, Inc., headquartered in Oregon, is part of the Cascade Title family of companies, which has been operating since 1950. The company is deeply rooted in the local community and emphasizes long-term relationships with its clients. Cascade Exchange Services, Inc. is described as local, professional, and customer-service oriented. It offers a range of services including title insurance, escrow, 1031 exchanges, and private party loan facilitation. The company makes decisions and utilizes resources locally, positioning itself as a full-service partner for real estate transactions.

Chicago Deferred Exchange Company, LLC, based in Illinois, was established in 1989 and is recognized as one of the oldest and most experienced Qualified Intermediaries in the United States. The company has engaged with the IRS National Office on significant industry matters and is considered a national authority on Section 1031 Like-Kind Exchanges. CDEC has successfully obtained several Private Letter Rulings from the IRS, as well as from the finance departments of New York City, New Jersey, and the District of Columbia.For each transaction, CDEC establishes a separate Qualified Trust account for every client, ensuring that funds are protected from creditors by law. The company invests these funds in professionally managed, highly liquid institutional money market funds with a minimum rating of AA, with all interest earned accruing to the client's account.

City National Bank, headquartered in California, has been operating since 1954 with a focus on prioritizing people and communities. The company emphasizes the importance of impact on real lives over mere financial success. They offer various services, tools, and technology that reflect their values, which are showcased through stories and an evolving mural on their website. However, they are not a member of the Federation of Exchange Accommodators.