Ron Ricard, CES®, 1031 Exchange Expert in San Jose, CA

Ron Ricard, Certified Exchange Specialist®

Northern California

Ron Ricard, CES®

Vice President / Regional Account Manager

2099 Gateway Place, Ste 320, San Jose, CA 95110

IPX1031 Northern California Regional Office

2099 Gateway Place, Ste 320, San Jose, CA 95110
455 Market St., Ste 1520, San Francisco, CA 94105

Phone: (415) 291-5181
Toll-Free: (866) 228-1031
Fax: (415) 896-9422

Ron Ricard, Vice President and Regional Account Manager for IPX1031 Northern California, is designated as a Certified Exchange Specialist®, one of fewer than 110 people nationwide who currently carry that certification as accredited by the Federation of Exchange Accommodators. Since 2002, Ron has taught 1031 Exchange accredited courses to over 30,000 investors, real estate agents and others. Ron is a professional when it comes to helping understand the nuances of 1031 Exchange rules and 1031 regulations. Ron is a frequent contributor on local radio and television real estate shows and is a guest lecturer at the College of San Mateo, Menlo College and San Francisco State University.  He has served on the Board of the Santa Clara County Association of Realtors and the Commercial Broker Association, and is very involved with numerous real estate associations and industry groups throughout Northern California. Ron has a BS in Civil Engineering from UC Berkeley, a MBA in Marketing and is an active real estate investor.

IPX1031 Exchange Seminars
IPX1031 provides seminars for continuing education credits as well as custom and personalized seminars on tax deferred exchange topics for attorneys, CPAs, advisors, brokers, REALTORS®, agents, escrow, investors and taxpayers. To find out about a seminar nearest you, or to schedule a seminar for your office, please contact me.

Start an Exchange with Ron Ricard

What My 1031 Customers Are Saying

Jesshill E. Love, III Esq.

Attorney, RMKB, Chair of Real Estate Department

Mr. Ricard is the only recommendation that I provide for real estate contacts and clients engaged in 1031 exchanges. His knowledge is unparalleled and his customer service is exemplary. On multiple occasions, Ron has gone above and beyond on transactions; meeting for impromptu lunches, answering calls at night, reaching out to solve problems before they arise. Ron and his team make the 1031 process easy. They are top notch professionals.



We did a 1031 involving exchange of property on the East Coast for one on the West Coast, where several aspects of the exchange were complex and atypical. Ron’s depth of knowledge on how to properly navigate the 1031 waters was immediately evident to us. His ability to explain in simple terms and to instill confidence in the 1031 exchange process to the sellers of the west coast property was invaluable. He clearly went far above and beyond our expectations and we will forever be grateful to him.

Krysty Sikora

Mom of 6 and self employed entrepreneur

Well let me first start by saying he is the only professional out of all of the industries associated with this field that answered his phone 9 out of 10 times. I was a complete newbie to this kind of transaction and he answered every one of my Questions courteously and promptly. He exceeded my expectations in fact he helped answer questions that my realtor should have been responsible for. I will use him for every 1031 transaction going forward and would highly recommend Ron Ricard, IPX1031 services and his staff.

Ron Ricard & IPX1031 are a winning combination.

See how we’re different and why.

With offices near San Jose, Silicon Valley and the Bay Area IPX1031, the nation’s largest exchange facilitator and accommodator, provides industry leading exchange services including guidance, expertise, security and key information on 1031 Exchange rules, regulations and strategy. 1031 Exchange expert, Ron Ricard offers you customized solutions to defer capital gains tax and maximize equity in your 1031 like kind investment property.


Full Service Qualified Intermediary


Superior Customer Service


Owned by Fidelity National Financial (NYSE: FNF)


$100M Fidelity Bond & $30M E&O Insurance


$50M Written Performance Guaranty


Attorneys & Certified Exchange Specialists (CES®)

Let’s talk about your specific needs

Customized solutions for your investment and business goals.

Why a 1031 is right for me or for my client


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

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