IPX1031 Reviews & Customer Testimonials

Why Choose IPX1031?

IPX1031 Exchange Success Stories

From first-time to long-term customers who continue to use IPX1031 for their 1031 Exchange transaction needs, IPX1031 strives to provide excellent service. There’s a reason IPX1031 is the nationwide leader in Qualified Intermediary services. Don’t just take our word for it. Learn what our other customers have to say about IPX1031.

IPX1031 named best overall 1031 exchange company for 2023 Fit Small Business

IPX1031 Exchange Reviews

Hear directly from our diverse clientele as they share their testimonials, shedding light on the exceptional service and expertise they received from IPX1031.

Alexander D.


Thanks a million. I just can’t figure out how you can make every one of your clients (us) feel like they are the only client you have. Just amazing.

Matt B.

Title & Escrow

Y’all are why I have referred so many people this year!

Chris & Madelon D.


We want to thank you IPX1031 for all your hard work and efforts on this. We certainly plan to be life-long real estate investors and will remember your efforts and professionalism the next time we need an exchange.

Steve A.


Thanks for all your great help on these transactions. It couldn’t have gone any smoother! We really appreciate your expertise, professionalism and responsiveness! Thanks so much.

Chenggong L. & Youyin B.


IPX1031 is great! They are very knowledgeable on the 1031 exchange process. They also follow up all communication quickly. We had great experience working with them and will definitely ask their help again! Thank you!

Martin L.


Thank you so much, IPX1031! It is such a pleasure working with you. You are so quick to respond and make us feel confident that you are taking care of us.

Steve N.


We are so pleased and appreciative of IPX1031 as our intermediary. They are professional, thorough, responsive, and careful. IPX1031 has a great reputation. Thank you IPX1031.

Laura P.


Thank you IPX1031 all for a smooth transaction. The team at IPX1031 made my experience with a 1031 exchange very clear and easy to follow. I will reach out to IPX1031 if I have clients with that need in the future!

Kinji T. & Kathleen T.


We enjoyed working w/ IPX1031, who was very professional, knowledgeable, helpful, personable, patient, and skilled at providing us essential information and keeping us on track to meet deadlines.

“I have worked with Ron Ricard at IPX for over 15 years. He is exceptionally knowledgeable on all things surrounding 1031 Tax Deferred Exchanges. Ron and his team work hard to educate professionals and investors on the process and their options. They execute every transaction quickly and efficiently. I highly recommend Ron Ricard and his team for anyone considering a 1031 exchange.”

John Hess
Fortitude Investment Group

IPX1031 Reviews: A Job Well Done


“Many thanks for a job well done! I would like to compliment you for a great effort and for the spirit of cooperation that made the completion of this transaction in a very constrained timeframe possible. It is always a pleasure to work together with teams of experienced professionals with a “can do” attitude, especially in the face of challenging circumstances. Thanks again!”

SB Carefield Living

1031 Exchange Company Reviews

Tuesday Thanks

Welcome to our ‘Tuesday Thanks’ series, where every Tuesday, we express our gratitude by sharing heartfelt testimonials from clients who’ve experienced the exceptional service and success of IPX1031 in their 1031 Exchange journeys. Join us in celebrating the stories that inspire us and showcase the trust our clients place in our expertise and dedication.

Real Stories, Real Success: IPX1031 Google Reviews

From first-time users to long-term partners, these reviews provide a glimpse into the unparalleled service, expertise, and satisfaction that define our commitment to your financial success. Read on to see why IPX1031 is trusted by individuals and businesses across the nation for their Qualified Intermediary needs.

Dana Coronado, CPA

Income Properties LA

I have been referring clients to Greg for well over 10 years, probably 15. On every deal he is extremely generous with his time in speaking with my clients and making sure all their 1031 questions are answered. The whole team at IPX is extremely professional and well known to all the escrow companies, so everything is always seamlessly integrated.

Geordie Duckler, Attorney

Animal Law Practice

Milissa was absolutely terrific in every respect, and one of the most professional and accomplished businesspersons whom I have ever had the pleasure of dealing with.

Soma Goldman, Realtor

Realtor – Tucson Estates

I recently completed a 1031 EXCHANGE CE class and found it to be exceptionally informative. The course content was well-structured, covering relevant topics with clarity. The instructor Rick Wittstock expertise and engaging teaching style made the learning experience enjoyable. The materials provided were comprehensive, aiding in a deeper understanding of current industry trends and regulations. Overall, it was a valuable and practical continuing education course for real estate professionals.

Ron Mintz, Realtor

Broker – Engel & Völkers

There is no one in this industry who knows more about 1031 exchanges and so much more! It’s an honor to refer business to James and you should all refer clients as well. You will not find anyone better!!

Jax Crerar, Realtor

Jax Crerar Luxury Homes International Brokered by eXp Realty

Patricia was so helpful in explaining 1031 tax deferred exchanges. I definitely learned things I did not know prior to her course. Would highly recommend to all my clients.

Shannon Wilkinson, Attorney


This was my first 1031 exchange, and I appreciated the team at IPX1031 that made it as simple as possible. Milissa and Lia thoroughly explained the process, kept me up-to-date every step of the way, and were always available to answer questions. I’d definitely use them for any future 1031 exchanges!

Shelley Irwin, Realtor

MT Real Estate Agent

So informative, professional and easy to understand! Great sense of humor! Love Russell!

Kim Welke, Realtor

Xsell Realty

Margo was so informative and I learned a lot about IPX 1031 Exchanges. Class time flew by. I know I want to learn more! Thank you

“Incredibly thorough and knowledgeable. Came away from her presentation with more clarity on the processes surrounding 1031 exchanges. I also felt that I had a new partner I could confidently rely on in the event I have a client looking to pursue an exchange.”

Adrien Spiegal


Making The 1031 Discussion Relevant


Russ did a great job of making the 1031 discussion relevant to our state and our market conditions- really engaging and skilled speaker!

Karen Abbott
Realtor, eXp Realty

1031 Exchange Reviews

Unlocking Success:  Reviews from Exchange Partners

Here, we showcase insightful reviews and testimonials from our esteemed exchange partners – realtors, CRE brokers, CPAs, financial planners, attorneys and more – who have participated in our empowering seminars and presentations and whose clients have and continue to work with us. Delve into a treasure trove of firsthand experiences that highlight the transformative impact of our 1031 events and experience on their business.

Laura McCallum


Carl (Pikus, Central) is very knowledgeable on 1031 Exchanges in real estate. He was very helpful in explaining and guiding us through an exchange and provide valuable advise. Definitely worth a call if you are looking at selling any investment real estate.

Adrien Spiegel


Incredibly thorough and knowledgeable (Ashleigh Price, Mtn). Came away from her presentation with more clarity on the processes surrounding 1031 exchanges. I also felt that I had a new partner I could confidently rely on in the event I have a client looking to pursue an exchange.

Roberta Melnyk


I really enjoyed John’s (Lee, NE) presentation yesterday. He speaks eloquently and his content was top notch. We will certainly keep John Lee in mind should we plan to execute a Section 1031 transaction, and that would be well in advance of all the required deadlines!

Arnie Samuels


I have worked with James (Callejas, NoCAL) for years and he always does a thorough job of explaining the 1031 process to my clients. He is reliable and really knows his stuff. Highly recommend!

Paul Rosenstern


Mr. Decker (Stephen, SoCAL) recently assisted me with my 1031 Exchange. My 1031 exchange included the sale/purchase of 5 total properties. Needless to say, there was a lot of moving parts. Fortunately Mr. Decker was there every step of the way, to ensure my exchange was completed in a timely and efficient manner. He was always available to answer any of my questions, and I could not have done it without him.

Samantha Heinz


I had a wonderful conversation with Jordan (Phillips, SoCAL) about a complex transaction that helped me get a listing. My clients were on the fence about selling their rental property because they were worried about the taxes they would have to pay. Jordan got on a Google Meets call with me and my clients to review their 1031 options. They were so impressed that they listed with me shortly thereafter.

Danny Manzano


WOW!!! Just amazing!!! I have worked with Sangeeta (Banerjee, SE) and IPX1031 for many, many years and will continue to do so. She provides an amazing service and is there for us and more importantly, for our clients when they need her. Very speedy process always and has an amazing team and company backing her up. She helps us support our Realtor clients with trainings (CE credits, if necessary) in both English and Spanish. I vow tirelessly for her service and will continue to recommend Sangeeta and IPX1031 to any clients needing to do a 1031 Exchange. Thank you, Sangeeta and thank you IPX1031!!! An honor to have the opportunity to work with you all!!!

Marisol Delsi

Title & Escrow

I have such a pleasure in working with Sara (Remley, SW) because her professionalism and the knowledge she imparts of the intricacies associated with 1031 exchanges. I highly recommend for any realtor looking to expand their understanding of 1031 exchanges to attend one of Sara’s classes. Her expertise, teaching style, and passion for the subject make it an invaluable experience. Thank you, Sara, for always being available to teach classes and providing outstanding customer service to our realtors and their investor clients. Bravo!

Crystal Maass


Milissa (Ormiston, PNW) is our go to resource when helping clients work through 1031 exchanges. The depth of her knowledge and her passion for service make her an invaluable resource. While some folks will generalize their advice about 1031 exchanges, Milissa takes the time to dive into the details of each client’s particular situation and provide insight accordingly. I would highly recommend Milissa for anyone looking to work on their 1031 with a true professional.

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