We strive to consistently deliver an exceptional experience to every client.
54 reviews mention how excellent the customer support provided by the team is top notch.
Friendly staff, quick response time, informative resources, and simple process. Will definitely use them for my next 1031!
This is THE company to work with if you are looking to do 1031 exchange.
Great experience, was a very smooth process, and their staff is highly knowledgeable. Would definitely do an exchange with them again.
Great company to work with. They were always helpful with advice and answered all our questions. They sent out reminders of paperwork I needed to comply with IRS rules. Very professional.
We needed to set up a 1031 at the last minute and they did an amazing job setting it up in just a couple of hours, I was amazed.
They made the 1031 process easy. Our exchange agent was responsive. Closing on the new property was seamless.
21 reviews mention how they have successfully performed multiple exchanges with the team.
Just finished another 1031 Exchange. Great team, very professional and knowledgeable, always prompt responses to emails and phone calls. Would definitely use them again.
I've done two exchanges through this company and it was easy, reliable, and worry free. I highly recommend them and would use them again in a second.
I've worked with them many times for personal transactions as well as client transactions. They've ranged from $200k to $2m, and they've all gone about as smoothly as can be. I couldn't recommend them more highly.
I've used them for years, also referred them to clients who would benefit from an exchange. Always been very satisfied with the advice they shared with me for growing wealth.
I have used them for two transactions this year and I really appreciate their work. The whole process is effective and secure. Would definitely recommend them.
Best choice for 1031, used twice already and love it.
Many reviews mention security protocols and how they felt safe with the security of funds.
I could not be happier with my recent 1031 exchange. In times of significant fraud, they took every precaution to make sure my exchange funds were safe and secure. There is nothing more important than that.
They are efficient and employ a proprietary means of releasing funds that adds a level of security that I greatly appreciate. Bundle all of that with one of the best prices around and they are my go-to for exchanges.
This was my first 1031 exchange and had many questions. They have an amazing turnkey system in place for all the paperwork and ensuring our funds were secured from one transaction to the other.
13 reviews mention how exchanges can be complex and how the team was able to navigate them.
Our exchange involved two out of state relinquished properties and one California replacement property. My first experience at a 1031, I had plenty of questions along the way and they helped me immensely with answers.
Simplifies a cumbersome and very regulated process.
They advised me to do a reverse 1031 exchange to give me more time to sell my older property. That turned out to be excellent advice. I would most definitely be coming back to them for any future 1031 needs.
I think most people will agree that 1031 Exchanges are confusing and intimidating. They gave great instructions and helped every step of the way and answered every question!!!!
Working with this group has been exceptional in a very positive way, staff are very competent, knowledgeable and personable. A 1031 exchange is a complex and time sensitive transaction. I was 100% satisfied.
They are experts. Very responsive. I would definitely use them again.
