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