Northern California


1300 Dove Street, Suite 210, Newport Beach, CA 92660 (949) 622-4949   TF (800) 327-5347 (949) 477-6806

601 California Street, Suite 1501, San Francisco, CA 94108 (415) 291-5181   TF (866) 228-1031 (415) 896-9422

201 Merchant Street, Suite 2100, Honolulu, HI 96813 (808) 387-4140   TF (866) 577-1031 (760) 268-0569  

900 SW Fifth Avenue, South Mezzanine, Portland, OR 97204 (503) 223-3911   TF (888) 310-1031 (503) 296-2390

3100 West Ray Road, Suite 141, Chandler, AZ 85226 (602) 224-8818   TF (888) 350-1031 (602) 224-8815  

261 Three Lincoln Centre, 5430 Lyndon B. Johnson Freeway, Dallas, TX 75240 (972) 371-5371   TF (888) 337-1031 (972) 371-5375   TFF (888) 337-1853

10 South LaSalle Street, Suite 3100, Chicago, IL 60603 (312) 223-2369   TF (866) 490-1031 (312) 223-4710   TFF (877) 776-3128

84 Business Park Drive, Suite 205, Armonk, NY 10504 (914) 273-7160   TF (877) 230-1031 (914) 273-8104   TFF (888) 310-1868

3505 US Highway 1, Suite 2, St. Augustine, FL 32086 (904) 461-9977   TF (877) 494-1031 (904) 461-0311   TFF (888) 434-7919

10 South LaSalle Street, Suite 3100, Chicago, IL 60603 (312) 223-4958   TF (866) 289-1031 (312) 223-4881

60 E. Rio Salado Parkway, Suite 1103, Tempe, AZ 85281 (602) 850-8627   TF (888) 475-2493 (602) 224-8816
10 S. LaSalle Street, 31st Floor, Chicago, IL 60603 (312) 223-2144 (312) 223-4710
Machelle Click, AVP | Structuring Director (602) 850-8655 machelle.click@ipx1031.com
Paulo Sanchez, AVP | Exchange Officer (408) 535-3340 paulo.sanchez@ipx1031.com




Manager

Tom, Northern California’s Manager,has been actively involved within the 1031 Exchange industry for almost 30 years. He has completed in excess of 40,000 1031 Exchanges.

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James has learned about 1031 Exchanges from the bottom-up, starting with documenting the process in accordance with IRS regulations all the way to running seminars and educating audiences.

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Ron is designated as a Certified Exchange Specialist®, one of fewer than 130 people nationwide who has earned that certification as accredited by the Federation of Exchange Accommodators.

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Reverse & Improvment

Paulo oversees the structuring and implementation of 1031 Exchanges and frequently educates investors, real estate agents/brokers, CPAs and attorneys on exchange transactions.

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Western Region Sales Manager

Russell believes that advanced client education is the key to success, giving over 1,000 entertaining seminars and lectures to attorneys, CPAs, REALTORS, commercial brokers, and investors.

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