Legal 1031 Exchange Services, LLC, headquartered in New York, is a prominent national qualified intermediary service provider and a division of Kensington Vanguard National Land Services. It operates under the umbrella of Truist Insurance Holdings, Inc., making it part of a significant banking and financial services network. The company emphasizes exceptional customer service, particularly for those new to 1031 exchanges, encouraging direct communication and providing a high level of individualized service.The company is led by experienced professionals, Todd R. Pajonas, Esq., and Matthew K. Scheriff, CPA, CES, who have over 25 years in the industry. Legal 1031 is also a continuing education provider accredited in several states, catering to attorneys, CPAs, and realtors.Security of exchangers' funds is a priority for Legal 1031. It ensures the safety of funds by using segregated escrow accounts for each transaction and offers the option of dual signature escrow accounts, enhancing security during fund withdrawal.Legal 1031 handles various types of exchanges, including delayed, simultaneous, reverse, and improvement exchanges, and prides itself on treating each exchange with utmost importance and personalized service.

Madison Exchange, LLC, based in New Jersey, is a well-established and reputable company specializing in §1031 exchanges. They continued operations even during economic downturns, thanks to their solid reputation and loyal customer base. The company offers personalized service by assigning an Exchange Officer to each client to oversee the transaction from start to finish, coordinating with the client’s attorney, accountant, and/or closing agent. They emphasize flexibility to meet unique client needs within IRS guidelines for §1031 exchanges.Madison Exchange ensures high security for client funds by using secure, segregated accounts in large, FDIC-backed banks or AAA-rated bond funds, and provides clients with up-to-the-minute online access to view account funds. They carry a $10 million Fidelity Bond and a $10 million Errors and Omissions policy for each client’s protection, supported financially by Madison Commercial Real Estate Services™.The company is known for its deep knowledge and creativity in handling all types of §1031 exchanges, including more complex transactions like Reverse/Simultaneous Exchanges and Construction/Improvement Exchanges, beyond the common Forward/Delayed Exchanges. They are not listed as a member of the Federation of Exchange Accommodators.

Maine Exchange Services, LLC, headquartered in Maine, specializes in forward, reverse, and improvement 1031 tax exchanges. The company has provided Qualified Intermediary services for thousands of exchanges across the United States. It was founded in 2009 by Thomas F. Jewell, Esq., and Paul S. Bulger, Esq., both of whom are experienced commercial real estate attorneys and serve as Qualified Intermediaries for each exchange. Carol A. Redfern, a Certified Exchange Specialist and paralegal with a bachelor’s degree in accounting from the University of Southern Maine, manages the day-to-day operations and has been with the company since 2017. McKayla R. Redfern joined the company in 2023 as an assistant to the manager.

Company name: Midwest Like-Kind Exchange Inc.Headquarters: Loveland, OHCompany description: Midwest Like-Kind Exchange Inc., operating from Wolterman Law Office in Loveland, Ohio, emphasizes a high level of client service and dedication in handling legal matters. Led by Steve, the firm prides itself on efficiency and cost-effectiveness while providing legal advice and representation primarily in Hamilton, Warren, Clermont, and Butler Counties in Southwest Ohio. The company is not a member of the Federation of Exchange Accommodators.

Mission Bank 1031 Exchange, LLC, headquartered in California, is a subsidiary of Mission Bancorp specializing in facilitating Section 1031 property exchange transactions nationwide. They focus on tax-deferred exchanges under IRC Section 1031, allowing investors to defer taxes when reinvesting in similar properties. The company ensures the security of deposits by holding them in FDIC-insured banks and maintaining each transaction in a segregated account with detailed monthly statements. They require signed authorization for wire transfers to guarantee the safety and availability of funds. Mission 1031 Exchange complies with all IRS regulations and offers consultations with attorneys or financial advisors at no extra cost. Despite claiming membership in the Federation of Exchange Accommodators (FEA) and adherence to their code of ethics, it is noted that they are not actually members of the FEA.

National 1031 Exchange Services, headquartered in California, serves as a Qualified Intermediary for 1031 exchanges. The company handles the acquisition of the relinquished property from the seller and facilitates its transfer to the buyer. They secure the sales proceeds during the transaction and assist the exchanger in acquiring a new replacement property. National 1031 Exchange Services emphasizes the security of the funds, which are held and protected by the trust department of a major commercial bank. They offer special accounts that require co-signers if needed. The company's documentation clearly outlines their responsibilities as an accommodator in the exchange process. However, they are not members of the Federation of Exchange Accommodators.

Nationwide Exchange Corporation, headquartered in California, operates under the name HANMI ESCROW CO., INC., which was established in April 1983. The company aims to provide comprehensive escrow services for various transactions including commercial and residential real estate, loans, exchanges, and bulk sales that involve liquor licenses. It has grown and evolved since its inception, employing a team of highly qualified escrow officers and a licensed attorney. Nationwide Exchange Corporation is recognized for its commitment to excellence, particularly within the Korean-American community in the Greater Los Angeles area. Its notable clients include the City of Los Angeles, the Community Redevelopment Agency of the City of Los Angeles, Century Housing Corporation, and Bank of America. The company is not a member of the Federation of Exchange Accommodators.

Northern Exchange, Inc., headquartered in Utah, specializes in facilitating 1031 exchanges, which are tax-deferred exchanges allowing property held for business or investment purposes to be sold and reinvested without immediate capital gains taxes. They emphasize the importance of using an experienced and knowledgeable Qualified Intermediary to ensure that each transaction complies with IRS rules and is handled correctly. Northern Exchange aims to simplify the process of understanding and completing a 1031 exchange through their website, which offers guidance and support. They are not members of the Federation of Exchange Accommodators.

Olympic Exchange Accommodators, LLC is led by Jeffrey Paul Helsdon, who has been facilitating 1031 exchanges across the United States since 1990. He was the first Certified Exchange Specialist in the South Puget Sound area of Western Washington and one of the early recipients of the CES designation from the Federation of Exchange Accommodators (FEA). Despite the company's claim of being a proud member of the FEA, it is noted that they are not currently listed as a member. Mr. Helsdon also serves on the FEA's Government Affairs Committee. The company emphasizes the importance of professional credentials and extensive experience in handling 1031 exchanges, advocating against relying solely on the services of lower-level employees from title companies for such significant transactions.

Pacific Financial Exchange Corporation is a California-based company specializing in real estate exchanges under IRS Code Section 1031 and California Code Section 24941. The company was founded by Earl M. Salter, an Enrolled Agent with the IRS, who has over 41 years of experience in dealing with various tax issues, including defending taxpayers at audit and appeals levels. The company focuses on tax-deferred exchanges, tailoring agreements to meet the evolving procedures and requirements of the IRS under Salter's direction. Pacific Financial Exchange Corporation claims to offer one of the most comprehensive tax-deferral real estate exchange programs available. They are not members of the Federation of Exchange Accommodators.

Pennington Title Company, established in 1954 and based in South Dakota, is a full-service title agency known for its title insurance and escrow closing services in the Black Hills area. It is a Preferred Agent for both Chicago Title Insurance Company and Stewart Title Guaranty Company. The company prides itself on its dependability, integrity, and expertise, and is recognized for its exceptional service in the real estate settlement industry. Pennington Title utilizes advanced technology to efficiently produce title insurance products and offers customized services for commercial, residential, or new construction real estate transactions. The company's staff is highly experienced, with many professionals having 20 to 30 years in the industry. Pennington Title is also noted for its adherence to the American Land and Title Association’s best practices, aiming to provide a superior real estate settlement experience.

Premier 1031, Inc., headquartered in Washington, emphasizes the importance of selecting a qualified intermediary (QI) with professional credentials and extensive experience for managing 1031 exchanges. They specialize in all types of exchange transactions and customize their services to meet diverse client needs. The company highlights its commitment to exceptional planning and assistance during the exchange process. Additionally, they comply with Washington state law RCW 19.310.040, which mandates either maintaining a fidelity bond of at least one million dollars or holding all client funds in a qualified escrow account or trust to protect clients against losses due to criminal acts by the exchange facilitator. Premier 1031, Inc. is not a member of the Federation of Exchange Accommodators.

Realty Exchange Corporation is a family-operated business owned by Bill and Jeff Horan, established in 1990. It is headquartered in Virginia and is the largest exclusive intermediary in the Mid-Atlantic Region. The company has facilitated tens of thousands of exchanges across various values. However, it is not a member of the Federation of Exchange Accommodators.

Red Rock 1031 is headquartered in North Carolina and managed by Sean Woody, a Certified Public Accountant licensed in North Carolina and Washington State since 1998. Sean has 13 years of experience in public accounting, frequently working on exchanges with investors and business owners. He is also an active real estate investor, holding properties since 2004, including commercial property and single-family homes. Sean has held executive roles such as CEO, COO, and CFO in various industries, including a stint at Microsoft as a Portfolio Manager for Xbox LIVE and Business Manager for 343 Industries. He began his career at Ernst & Young LLP in Seattle, serving notable clients like Amazon.com and REI. Sean is a University of Washington honors graduate and a Gulf War veteran with numerous military commendations. Red Rock 1031 is not a member of the Federation of Exchange Accommodators.

Reliable 1031 Exchange, LLC, based in California, positions itself as more than just a real estate exchange company. They aim to be strategic partners, helping clients achieve success in property exchanges. They emphasize their industry leadership, extensive experience, and commitment to delivering exceptional outcomes. Their mission is to provide investors, homeowners, and real estate professionals with the necessary tools, guidance, and expertise to effectively manage the complexities of real estate exchanges, aiming to simplify the process for all stakeholders involved. They are not listed as members of the Federation of Exchange Accommodators.

Security 1st Exchange, LLC, a subsidiary of Security 1st Title, has been operating since 1944 and is headquartered in Nevada. It is one of the largest independent title insurance providers in the U.S., supported by seven leading industry underwriters. For the past 20 years, Security 1st Exchange has served as a Qualified Intermediary to facilitate 1031 Exchanges, leveraging the financial strength and resources of its parent company. The team specializes in providing solutions that aim to preserve equity and enhance real estate investment portfolios for their clients. They are not a member of the Federation of Exchange Accommodators.

Spectrum Exchange Corp, based in Arizona, was founded in 1995 by Claire Westberg. The company has been known for its use of specialized software developed by Claire's husband, Rick Westberg, to provide high-quality 1031 exchange services. Claire Westberg retired in 2020, and the company is not a member of the Federation of Exchange Accommodators.