We Treat You Like Gold

What does Scrooge McDuck have to do with 1031 exchanges? Watch this 4 minute pitch from our founder, Jon Hilley, to find out!

1031 Specialists is redefining how investors manage 1031 exchanges – using automation and precision tech to make complex transactions simple, transparent, and scalable.

- NAR Tech and Innovation

Our Team

We are the 1031 Specialists trusted by sophisticated investors and family offices to facilitate fast, transparent, and error-free 1031 exchange transactions.

Megan Destito

VP, Client Service

Charlene Ortiz

Senior Exchange Officer

Vanessa Couzens

Senior Exchange Officer

Aspen Morgan

Assistant Exchange Processor

Aaron Kancevicius

VP, Business Development

Kandas Myer

VP, Business Development

Joe Rivas

VP, Business Development

Adam Hubschman

VP, Business Development

Rudy Krupka

VP, Strategic Partnerships

Christian O’Shea

VP, Business Development

Avery Bibbs

VP, Business Development

Brandon Chu

Assistant Exchange Processor

Experience trusted by savvy investors

1031 exchange rules are complex and nuanced. A single mistake can cost you hundreds of thousands - and even millions - of dollars. We are the 1031 Specialists trusted by sophisticated investors and family offices to get it right, every time.

Clients

31,000+

Years of Experience

250+

Exchanges Completed

31,000+

What makes us stand out

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.

An Institutionally Respected Founding Team

Jon Hilley

Jon Hilley grew up in Jupiter, FL and graduated with highest honors from the University of Florida. After graduation, Jon worked at Goldman Sachs for three years as a financial analyst before joining Brightpoint Capital, H.I.G. Capital’s long / short value hedge fund with $700MM in AUM.

For the past 10 years, Jon has been privately investing and serving in an Executive capacity in various ventures. Jon co-founded 1031 Specialists with the goal of creating a QI platform that is tech-forward, achieves wide-scale recognition, and is envied for its exceptional client service.

Jeff Bemis

Jeff was raised in Newport Beach, California and attended the University of Southern California. After graduating from USC as a member of multiple honor societies, Jeff worked for Ernst & Young as a CPA before turning his career toward finance and attaining his CFA designation. Jeff then worked as a consultant to small and middle market private equity firms specializing in real estate and services-based businesses.

In 2006, Jeff joined Rimrock Capital Management, a California-based absolute return hedge fund with $4 billion dollars under management. He led the less liquid and alternative capital strategies at Rimrock during his 15 years as a portfolio manager, which included billions of dollars of investment in commercial real estate transactions.

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Great Team, Great Pay, Great Benefits, Great Scott!

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