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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Conveniently located in Newport Beach, the IPX1031 Southern / Central California region office handles all 1031 Exchange Qualified Intermediary services for Central and Southern California.
4400 MacArthur Blvd, Suite 320, Newport Beach, CA 92660
(949) 622-4949 TF (800) 327-5347
(949) 477-6806
The San Francisco and San Jose offices handle all 1031 Exchange Qualified Intermediary services for the IPX1031 Northern California region.
601 California Street, Suite 1501, San Francisco, CA 94108
2099 Gateway Place, Ste 320, San Jose, CA 95110 (415) 291-5181 TF (866) 228-1031 (415) 896-9422
Conveniently located in Honolulu, the IPX1031 Hawaii office handles all 1031 Exchange Qualified Intermediary services for all of Hawaii.
201 Merchant Street, Suite 2100, Honolulu, HI 96813 (808) 387-4140 TF (866) 577-1031 (760) 268-0569
The IPX1031 Northwest region's Portland and Seattle offices handle all 1031 Exchange Qualified Intermediary services for Washington, Oregon, Idaho, Montana and Alaska.
900 SW Fifth Avenue, South Mezzanine, Portland, OR 97204 (503) 223-3911 TF (888) 310-1031 (503) 296-2390
800 Fifth Avenue, Suite 4100, Seattle, WA 98104 TF (888) 310-1031
Washington state law, RCW 19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects clients against losses caused by criminal acts of the exchange facilitator, or to hold all client funds in a qualified escrow account or qualified trust that requires your consent for withdrawals. All exchange funds must be deposited in a separately identified account using your taxpayer identification number. You must receive written notification of how your exchange funds have been deposited. Your exchange facilitator is required to provide you with written directions of how to independently verify the deposit of the exchange funds. Exchange facilitation services are not regulated by any agency of the state of Washington or of the United States government. It is your responsibility to determine that your exchange funds will be held in a safe manner.
Conveniently located in Phoenix, the IPX1031 Southwest region office handles all 1031 Exchange Qualified Intermediary services for Arizona, Colorado, Nevada, New Mexico, Utah and Wyoming.
3100 West Ray Road, Suite 141, Chandler, AZ 85226 (602) 224-8818 TF (888) 350-1031 (602) 224-8815
Conveniently located in Dallas, the IPX1031 Central region office handles all 1031 Exchange Qualified Intermediary services for Texas, Oklahoma, Arkansas and Louisiana.
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
Conveniently located in Chicago, the IPX1031 Midwest region office handles all 1031 Exchange Qualified Intermediary services for Illinois, Ohio, Kentucky, Indiana, Michigan, Wisconsin, Missouri, Kansas, Nebraska, Iowa, Minnesota, North Dakota and South Dakota
10 South LaSalle Street, Suite 3100, Chicago, IL 60603 (312) 223-2369 TF (866) 490-1031 (312) 223-4710 TFF (877) 776-3128
Conveniently located outside of New York City, the IPX1031 Northeast & Mid-Atlantic region office handles all 1031 Exchange Qualified Intermediary services for New York, New Jersey, Pennsylvania, Washington DC, Maryland, Delaware, Connecticut, Rhode Island, Massachusetts,New Hampshire, Vermont and Maine.
84 Business Park Drive, Suite 109, Armonk, NY 10504 (914) 273-7160 TF (877) 230-1031 (914) 273-8104 TFF (888) 310-1868
Conveniently located outside of Jacksonville, FL the IPX1031 Southern & Southeast region office handles all 1031 Exchange Qualified Intermediary services for Florida, Georgia, Alabama, Mississippi, Tennessee, South Carolina, North Carolina, Virginia and West Virginia
3505 US Highway 1, Suite 2, St. Augustine, FL 32086 (904) 461-9977 TF (877) 494-1031 (904) 461-0311 TFF (888) 434-7919
The Chicago and Phoenix offices handle all Reverse & Improvement 1031 Exchange Qualified Intermediary services for IPX1031 nationally
2425 E. Camelback Road, Suite 200, Phoenix, AZ 85016 (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
Angela Bailey, AVP | Structuring Director (805) 636-4944
angela.bailey@ipx1031.com
Paulo Sanchez, AVP | Exchange Officer (408) 535-3340
paulo.sanchez@ipx1031.com
Meet IPX1031's executive team and learn about the group of talented people that lead the company to success year after year.
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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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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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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