Southeast

Conveniently located in Newport Beach in Orange County and near Los Angeles, the IPX1031 Southern / Central California region office handles all 1031 Exchange Qualified Intermediary services and is your expert California resource on 1031 Exchange rules, 1031 regulations and 1031 strategy. 

There are additional Southern California offices in Carlsbad, Monrovia, and San Diego.


(949) 622-4949   TF (800) 327-5347
(949) 477-6806

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

The San Francisco and San Jose offices handle all 1031 Exchange Qualified Intermediary services for the IPX1031 Northern California region. 

IPX 1031 is your expert California resource on 1031 Exchange rules, 1031 regulations and 1031 strategy.


(415) 291-5181   TF (866) 228-1031
(415) 896-9422

455 Market St., Ste 1520, San Francisco, CA 94105
2099 Gateway Place, Ste 320, San Jose, CA 95110
471 Century Park Drive, Suite B, Yuba City, CA 95991

Conveniently located in Honolulu, the IPX 1031 Exchange Hawaii office handles all 1031 Exchange Qualified Intermediary services for all of Hawaii. 

IPX1031 is your expert state of Hawaii resource on 1031 Exchange rules, 1031 regulations and 1031 strategy.


(808) 387-4140   TF (866) 577-1031
(760) 268-0569

201 Merchant Street, Suite 2100, Honolulu, HI 96813
285 W. Kaahumanu Ave. #103, Kahului, HI 96732
75-1000 Henry Street #202, Kailua-Kona, HI 96740

The IPX 1031 Pacific Northwest region's Bellevue office near Seattle, WA and Portland, OR office handle all 1031 Exchange Qualified Intermediary services for Washington, Oregon and Alaska.

IPX1031 is your expert PNW states resource on 1031 Exchange rules, 1031 regulations and 1031 strategy.


 TF (888) 310-1031   (425) 471-6144 
(503) 223-3911

11900 NE 1st St., Suite 110, Bellevue, WA 98005
1455 SW Broadway Ste. 1400, Portland OR, 97201

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, AZ the IPX1031 Southwest region offices handle all 1031 Exchange Qualified Intermediary services for Arizona, Nevada and New Mexico.

IPX 1031 is your expert Southwest states resource on 1031 Exchange rules, 1031 regulations and 1031 strategy.


(602) 224-8818   TF (888) 350-1031
(602) 224-8815

3100 West Ray Road, Suite 141, Chandler, AZ 85226
10851 N. Black Canyon Freeway, Suite 125, Phoenix, AZ 85029
60 E. Salado Parkway, Suite 1103, Tempe, AZ 85281
8500 Menaul NE Ste B150, Albuquerque, NM 87112
5441 Kietzke Lane, Suite 100, Reno, NV 89511
8363 W Sunset Road, Las Vegas, NV 89113

The Mountain region offices handle all 1031 Exchange Qualified Intermediary services for Colorado, Idaho, Montana, Utah and Wyoming.

IPX 1031 is your expert Mountain states resource on 1031 Exchange rules, 1031 regulations and 1031 strategy.


(801) 647-9668  TF (877) 775-1031
(801) 841-3537

10459 South 1300 West, Suite 203, South Jordan, UT 84095
1745 Shea Center Drive, Suite 400, Highlands Ranch, CO 80129
1807 3rd Ave, E Kalispell, MT 59901
485 E Riverside Dr, Suite 200, Eagle, ID 83616

Conveniently located in Dallas, TX the IPX1031 Central region office primarily handles all 1031 Exchange Qualified Intermediary services for parties or properties who have any connection to Texas, Oklahoma, Arkansas and Louisiana.
There are additional offices throughout Texas in Austin, San Antonio and Houston, as well as in Oklahoma City, OK and near New Orleans, Louisiana. 

IPX 1031 is your expert state resource on 1031 Exchange rules, 1031 regulations and 1031 strategy.


(972) 371-5371   TF (888) 337-1031
(972) 371-5375   TFF (888) 337-1853

261 Three Lincoln Centre, 5430 Lyndon B. Johnson Freeway, Dallas, TX 75240
1900 W Loop S, Suite 100, Houston, TX 77027
13215 Bee Cave Pkwy Bldg B, Ste. 100, Austin, TX 78738
2915 W. Bitters Road, Suite 301, San Antonio, TX 78248
433 Metairie Road, Suite 525, Metairie, LA 70005​
210 Park Avenue, Suite 210, Oklahoma City, OK 73102

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.

There are additional offices in Ohio and Michigan.  IPX 1031 is your expert Midwestern state resource on 1031 Exchange rules, 1031 regulations and 1031 strategy.


(312) 223-2369   TF (866) 490-1031
(312) 873-3893

10 South LaSalle Street, Suite 3100, Chicago, IL 60603
222 S. Ninth Street, Suite 3060, Minneapolis, MN 55402
445 Hutchinson Avenue, Suite 250, Columbus OH 43235
32300 Northwestern Hwy, Suite 230, Farmington Hills MI 48334

Conveniently located near 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.

There are additional offices in Boston, MA, NJ, and PN. IPX 1031 is your expert Northeastern state resource on 1031 Exchange rules, 1031 regulations and 1031 strategy.


(914) 273-7160   TF (877) 230-1031
(914) 273-8104   TFF (888) 310-1868

84 Business Park Drive, Suite 109, Armonk, NY 10504
2 University Plaza, Ste 206, Hackensack, NJ 07601
1700 Market St, Suite 2110, Philadelphia, PA 19103​
265 Franklin Street, 8th Floor, Boston, MA 02110
2 Bedford Farms Dr, Bedford, NH 03110
75 Market St, Suite 503, Portland, ME 04101
111 Founders Plaza, Suite 1403, East Hartford, CT
1 State St, Suite 600, Providence RI,
9891 Broken Land Parkway Suite 300 Columbia, MD 21046
One South Street, Suite 1250, Baltimore, MD 21202
1620 L Street, NW 4th Floor, Washington DC 20036
1901 Pennsylvania Ave., NW Suite 201, Washington DC US 20006
600 N. King Street, Wilmington, DE 19801
16 S. Front Street, Georgetown, DE 19947​

Conveniently located near 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.

There are additional offices near Miami, FL, near Atlanta, GA, and near Nashville, TN. IPX 1031 is your expert state resource on 1031 Exchange rules, 1031 regulations and 1031 strategy.


(904) 461-9977   TF (877) 494-1031
(904) 461-0311   TFF (888) 434-7919

3505 US Highway 1, Suite 2, St. Augustine, FL 32086
4170 Ashford Dunwoody Rd, Suite 460, Brookhaven, GA 30319
13800 NW 14th St, Suite 190, Sunrise, FL 33323
2400 Maitland Center Pkwy, Suite 110 Maitland, FL 32751
2203 N Lois Ave, Suite 450 Tampa, FL 33607
9100 S Dadeland Blvd, Suite 904, Miami, FL 33156
6840 Carothers Pkwy, Suite 200, Franklin, TN 37067
7130 Flen Forest Dr., Suite 403, Richmond, VA 23226​
700 Huger St, Columbia, SC 29201
200 S Tryon St, Suite 800, Charlotte, NC 28202
421 Fayetteville St., Ste 1304, Raleigh, NC 27511
6060 Poplar Ave, Suite L137 Memphis, TN 38119
100 Corporate Ridge, Suite 120, Birmingham, AL 35242

The Chicago and Phoenix offices handle all Reverse & Improvement 1031 Exchange Qualified Intermediary services for IPX1031 nationally.

IPX 1031 is your expert state resource on 1031 Reverse Exchange rules, Reverse 1031 regulations and Reverse and Improvement 1031 strategy.


10 S. LaSalle Street, 31st Floor, Chicago, IL 60603
(312) 223-2144
(312) 223-4710
reverse@ipx1031.com


10851 N. Black Canyon Hwy., Suite 125 Phoenix, AZ 85029
 TF (888) 475-2493
(602) 532-7309
reverse@ipx1031.com


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.





Virginia, West Virginia & Florida
Regional Manager

Claudia is located in IPX1031’s St. Augustine office and she manages the Southern and Southeastern regions.

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Georgia, North & South Carolina

With over 15 years of real estate and 1031 Exchange experience, Whitney is an invaluable asset to investors, real estate, legal and tax advisors.

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