The Qualified Intermediary Of Choice For Serious Real Estate Investors.

We take an institutional approach to your 1031 exchange. This isn't just marketing speak - we left Wall Street to build this business. From our years of experience at Goldman Sachs, H.I.G. Capital, Ernst & Young and Rimrock Capital Management, we know and appreciate what good execution, institutional processes, and time sensitive situations with large dollars at risk look like. More importantly, we know how to navigate them to successful outcomes.

We operate with a client-first, tech-forward philosophy, endeavoring to solve problems systematically with clients and execute on their level, both operationally and culturally.

There are three reasons we are the Qualified Intermediary of choice for sophisticated investors and family offices:

Experience

We have leveraged our years of experience investing in commercial real estate and professional services and channeled this experience towards helping investors take full advantage of the complex and nuanced 1031 tax-deferred exchange rules.

Service

Our clients are the lifeblood of our business, and their wants and needs are what inspire us to be our best each and every day. We exist to serve our clients and be a force of good in protection of their best interest.

Integrity

Honor each other; honor our clients; honor our word. We're committed to honesty and fairness in all our activities and relationships. We promise to act in the best interest of our partners, our employees, our industry, and the clients that rely on our expertise.

We Invite You To Get In Touch

We’re happy to answer any questions you may have about working with us.

Thanks for reaching out!

We’re going to call you soon. If a number you don’t recognize is ringing, please answer – it’s probably us! We’ll discuss the details of your 1031 exchange and answer any questions you may have.

P.S. We’ve sent you a quick email that includes our e-book, The 1031 Bible.

- 1031 Specialists Team

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Our Approach

Our Clients are our North Star. Our goal is to deliver the smoothest, most informative 1031 experience you’ve ever had. We are guided by two simple, Buffett-like rules:

Rule 1

Always support a Client’s goals

Rule 2

Never forget
Rule #1

In every exchange, we take a consultative approach centered on supporting a Client’s goals. Our tenured, entrepreneurial team has expertise that spans all aspects of 1031 exchanges and a mandate to be creative, responsive and 100% focused on Rule #1.

Domain expertise in every single state

A certain breadth and depth of knowledge is required to be a great Qualified Intermediary. Clients hire us because we can facilitate 1031 exchange transactions no matter how complex and no matter where in the country a client is buying and selling property.

Our Standards Are Our Superpower

Our clients are the lifeblood of our business, and your wants and needs are what inspire us to be our best each and every day. We are committed to acting in the best interest of our clients – so much so that we developed the industry’s most robust fiduciary standard, the 1031 Specialist Standard. Learn more about it here.

Request A Free Info Pack Today

Like to learn more about working with 1031 Specialists? Please add your details below and we will get our free info pack out to you.

Thanks for reaching out!

P.S. We’ve sent you a quick email that includes our e-book, The 1031 Bible.

- 1031 Specialists Team

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A Team You Can Trust

A wise man once said, “It takes 20 years to build a reputation and five minutes to ruin it.” We are serious professionals that care about maintaining our hard-won reputations and the respect of those who hire us.