1031 Exchange Services in California
IPX1031. The best choice for your 1031.
IPX1031 is California’s trusted leader for Qualified Intermediary exchange services, having completed hundreds of thousands of exchanges. And as the nation’s largest 1031 Exchange facilitator, you benefit from both national coverage and local expertise. Our IPX1031 experts know your state, your California 1031 Exchange rules and your 1031 regulations – and seamlessly work with you and your real estate, legal and tax team to expertly facilitate your exchange – in California or anywhere in the US.
Why Clients Choose IPX1031
IPX1031 is a full service Qualified Intermediary and has offices and 1031 experts in Los Angeles, San Diego, Orange County, San Francisco / San Jose / Bay Area, Central California and Sacramento. With a nationwide team of savvy attorneys, CPAs and Certified Exchange Specialists, IPX1031 services all of California and the US by phone, video calls, email and in person.
Safety & Security
Expertise, Solutions & Strategies
Reputation
Full Service QI
Competitive Pricing
Longevity
Financial Assurances
Strength of FNF parent company
National with Local Presence
Complimentary Consultations
Client Service
Industry leader
Why a 1031 is right for me or for my client
There are many advantages to structuring your investment transaction as a 1031 Exchange
(also known as Tax Deferred Exchange, Like Kind Exchange, Starker Exchange and Real Estate Exchange).
deferring taxes (up to 35 to 40% of the gain)
greater purchasing power
improved cash flow
portfolio diversification
portfolio consolidation
greater appreciation potential
freedom from joint ownership
estate planning for heirs
IPX1031® Essentials
IPX1031 focuses solely on 1031 Tax Deferred Like Kind Exchanges. As the national leader in 1031 Exchange services, IPX1031 has the financial assurances, security and expertise essentials to protect your funds and provide answers and guidance throughout the exchange process.
$100 Million Fidelity Bond
Protects the taxpayer in the unlikely event of a company failure; the bond is there to satisfy the financial obligations of the company.
$50 Million Written Performance Guaranty
Ensures the taxpayer exchange funds are returned in the amount of deposit.
$30 Million Errors & Omissions Insurance
Safeguards against employee negligence resulting in a loss to the taxpayer
Unparalleled Financial Strength
IPX1031’s parent company (FNF) is the most financially sound title company in the industry with more than $10.5 billion market capitalization.
IPX 1031 Exchange CA Experts & Offices Near Me
Serving all of California, IPX1031 has offices and 1031 experts near you!
4400 MacArthur Blvd, Suite 320, Newport Beach, CA 92660
2121 Palomar Airport Rd, Suite 330, Carlsbad, CA 92009
320 W. Foothill Blvd, Suite B, Monrovia, CA 91016
3700 State St, Suite 100, Santa Barbara, CA 93105
455 Market St., Ste 1520, San Francisco, CA 94105
1735 Technology Drive Suite 830, San Jose CA 95110
471 Century Park Drive, Suite B, Yuba City, CA 95991
Greg Burns
Southern/ Central
Stephen Decker
Southern
Jordan Phillips
Southern
James Callejas, CES®
Northern
Ron Ricard, CES®
Northern/ Central
Russell Marsan
Northern
Customized solutions for your investment and business goals
