The 1031 Specialists For Protect Wealth

1031 exchanges are the cheat code to building wealth. 1031 Specialists help real estate owners in the Protect Wealth community swap one investment property for another to defer taxes and build wealth.

Why Protect Wealth Hand-Picked 1031 Specialists To Serve You

Service

Protect Wealth clients receive a first-class 1031 exchange experience, beginning to end. Practically, this means a single point of contact that gets you answers within minutes.

Excellence

You get a best-in-class experience that is 100% transparent, deeply informative and most importantly, achieves a successful outcome.

Accountability

Our tenured, entrepreneurial team has expertise that spans all aspects of 1031 exchanges and a mandate to be creative, responsive and 100% focused on supporting your goals.

Start Your Exchange

Thanks for reaching out!

We’ve got your info and will be calling you shortly to discuss your 1031 exchange. In the meantime, please check your email.

If you can’t wait, you can give us a call right now: (631) 438-1031.

- 1031 Specialists Team
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Safe Hands You can Trust

From our years of experience at Goldman Sachs and Ernst & Young, 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 get hired because we get it right, every time.

Clients

1,000+

Years of Experience

25+

Exchanges Completed

1,000+

Our Approach

Our Clients are our North Star. 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. With us, you'll get the smoothest, most informative 1031 experience you’ve ever had with a team that is 100% focused on Rule #1.

Arrange A Phone Appointment

Like to learn more about 1031s or discuss working with us?
Just click here and pick a time that works best for you.

Book A Free Consultation Now

Our interests are always 100% aligned

We charge a simple, straightforward fee depending on the type of exchange you are doing. We are so confident in our specialized approach that our services are offered with a "pay us when you close" guarantee – if you decide not to go through with your exchange for any reason, you’ll get your money back.

Reverse Exchange

Buy a replacement property first, sell your existing property second.

$7,995

Exchange accommodation titleholder creation

Unlimited tax optimization consulting

Audit protection

Attorney guarantee

Standard Exchange

The most common type of exchange: Sell your existing property first, buy a replacement property second.

$1,195

Unlimited tax optimization consulting

Audit protection

Attorney guarantee

Improvement Exchange

Improve or develop your replacement property with exchange equity.

$9,995

Exchange accommodation titleholder creation

Unlimited tax optimization consulting

Audit protection

Attorney guarantee

There are no “gotchas” and no hidden fees. Clients pay us at the close of the first transaction.

Who You’ll Be Working With

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.

Advisory Board Member Jon Hilley
Goldman Sachs LogoH.I.G. Capital Logo

Jon Hilley


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.

Megan Destito

Megan Destito


Megan Destito grew up in Marietta, Georgia and graduated from University of New Hampshire. After graduation, Megan moved to Southern California and began working for a Santa Barbara law firm that formed the first national Qualified Intermediary service inside First American Title.

For the past 20 years, Megan has successfully owned and operated 1031 exchange companies in and around the Santa Barbara area. With her wealth of experience in complex real estate transactions across the country, she is considered a leading expert in the world of 1031 exchanges.

Mike Auerbach

Mike Auerbach


Mike Auerbach grew up in Chicago and attended the University of Illinois Urbana-Champaign. For the past 10 years, Mike has worked as an investment and acquisitions professional in commercial real estate at both Monarch Realty Partners and Bascom where he sourced, underwrote, and managed over $1 billion in CRE transactions. Most recently, Mike served as a growth consultant to an Andreessen Horowitz-backed real estate technology company.

Contact Us anytime

We’re here to serve you

Our clients are the lifeblood of our business, and 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.

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’ve got your info and will be calling you shortly to discuss your 1031 exchange. In the meantime, please check your email.

If you can’t wait, you can give us a call right now: (631) 438-1031.

- 1031 Specialists Team
Oops! Something went wrong while submitting the form.

We’re All About 1031 Exchanges

We’ve developed the industry’s best 1031 E-Book and 1031 Exchange Calculator. If you want to dive deep into the nuances of 1031 exchanges, these free tools are for you. 

1031 E-Book

Our E-Book

1031 Calculator

Our 1031 Calculator