1031 exchange services directory

Founded in 1991, 1031 CORP. is a Qualified Intermediary and Exchange Accommodation Titleholder that facilitates exchanges nationwide, with a team including Certified Exchange Specialists (CES). The firm has facilitated thousands of exchanges across the country.

Headquartered in Longmont, Colorado and offering qualified intermediary services nationally since 1990; as a subsidiary of FirstBank (nearly $28 billion in assets) it holds client funds in a bank-backed environment and specializes in complex reverse and improvement exchanges in all fifty states. Staff are Certified Exchange Specialists and members of the Federation of Exchange Accommodators.

1031 Services, Inc. has provided IRC Section 1031 tax-deferred exchange services since 1989, acting as Qualified Intermediary in forward exchanges and as Exchange Accommodation Titleholder in reverse and improvement exchanges throughout the U.S. The firm emphasizes personalized service and has handled exchanges across the country and in foreign jurisdictions.

Founded around 2000, Accruit is a national full-service Qualified Intermediary and Exchange Accommodation Titleholder, and the developer of Exchange Manager Pro, which it describes as the industry's only patented 1031 exchange workflow technology. The firm states it has facilitated over $6.9 billion in real estate transactions as the QI and supported over $33 billion through its broader suite of solutions.

Established in 1990, Asset Preservation, Inc. is a national Qualified Intermediary and a wholly owned subsidiary of Stewart Information Services Corporation (NYSE: STC) that states it has successfully completed over 200,000 IRC Section 1031 exchanges. The firm emphasizes security of funds and provides each investor a written Letter of Assurance from its parent company.

Founded in 1989, Chicago Deferred Exchange Company is a Qualified Intermediary and Exchange Accommodation Titleholder, now part of Wintrust, that states it has facilitated over 75,000 exchanges nationwide. It creates a separate qualified trust account for every client on every transaction.

Computershare Corporate Trust acts as both Qualified Intermediary and Qualified Trustee for IRC Section 1031 like-kind exchanges, holding exchange proceeds as a regulated financial institution. The division acquired Wells Fargo's U.S. Corporate Trust business (including its 1031 portfolio) in a $750 million deal completed in November 2021, and also provides continuing-education seminars on Section 1031 exchanges.

Minneapolis-based, attorney-led Qualified Intermediary with 25+ years of experience facilitating exchanges nationwide, including forward, reverse and build-to-suit construction exchanges as well as exchanges involving Delaware Statutory Trusts. The firm maintains $1,000,000 fidelity bond coverage and segregated bank escrow accounts for client funds.

One of the nation's longest-running Section 1031 Qualified Intermediary and consulting firms, with over 35 years of exclusive 1031 exchange experience. Edmund & Wheeler has facilitated thousands of exchanges and combines exchange facilitation with replacement-property and exchange-consulting services, using segregated FDIC-insured accounts under its Exchange Security Program (ESP).

Founded in 1991 by David and Tom Moore, Equity Advantage is a Qualified Intermediary that offers broad national coverage combined with in-depth Pacific Northwest (Oregon) expertise. The firm emphasizes pre-transaction consultation and a team experienced in taxation, contract law, escrow, and real estate.

First American Exchange Company is a full-service national Qualified Intermediary and a subsidiary of First American Financial Corporation (NYSE: FAF), assisting clients nationwide with 1031 tax-deferred exchanges. The firm cites 500,000+ successful exchanges completed and 145+ exchange experts nationwide, depositing exchange funds with FDIC-insured, investment-grade institutions.

A subsidiary of Investors Title Company established in 1988 providing Section 1031 qualified intermediary services with a team of 20+ professionals including 7 Certified Exchange Specialists; sister company Investors Title Accommodation Corporation (founded 1994) serves as exchange accommodation titleholder for safe-harbor reverse exchanges.

IPX1031 is a wholly owned subsidiary of Fidelity National Financial (NYSE: FNF) and describes itself as the nation's largest 1031 Exchange facilitator / Qualified Intermediary, focused solely on 1031 tax-deferred exchanges. It backs exchange funds with a $50 million written performance guaranty, a $100 million fidelity bond, and $30 million in errors & omissions insurance.

JTC Americas, the U.S. division of global services group JTC, operates a 1031 Qualified Intermediary practice (formerly NES Financial) with more than 30 years of experience and tens of thousands of successful transactions. Exchange funds are held in segregated, FDIC-insured accounts that are never commingled with operating funds, with dual authorization required for fund disbursements.

Founded in 2007, Legal 1031 Exchange Services describes itself as a premier provider of national Qualified Intermediary services and was the largest independent QI in the Eastern United States; it was acquired by Kensington Vanguard National Land Services in 2019 and now operates as a division of that firm. Legal 1031 opens a separate segregated escrow account for each exchanger and maintains fidelity bond and E&O coverage.

Madison 1031 is a national Qualified Intermediary operating under the Madison Commercial Real Estate Services umbrella (which includes Madison Title Agency). It handles all types of 1031 exchanges and promotes its Four Pillars of Protection, including express trust accounts, FDIC-backed coverage, a $10 million fidelity bond, and a $10 million E&O policy.

Incorporated in California in 1993, Old Republic Exchange Company is a Qualified Intermediary and a wholly owned subsidiary of Old Republic International (NYSE: ORI), a multi-line insurance holding company. Its fund security is backed by professional liability insurance with a $50 million aggregate limit and a fidelity bond with a $120 million aggregate limit.

Founded in 1990 and based in Gainesville, Virginia, this qualified intermediary handles standard, reverse and improvement exchanges and serves Virginia and the surrounding Mid-Atlantic region including Maryland, Delaware, DC, and the Carolinas.

Exeter 1031 Exchange Services is a national Qualified Intermediary operating as part of The Exeter Group, which also includes the regulated Exeter Trust Company. The firm facilitates 1031 exchanges and works alongside self-directed account, custody, and alternative-asset services.

A technology-forward qualified intermediary trusted by sophisticated investors and family offices to facilitate fast, transparent exchanges; co-founded by Jon Hilley (formerly of Goldman Sachs and H.I.G. Capital's Brightpoint Capital), it offers standard, reverse and improvement exchanges nationwide. The firm has raised $10 million in growth capital and acquired Safe Harbor Exchange (2024) to fuel a nationwide expansion.

Naples, Florida qualified intermediary serving clients since 2003 (over 22 years), founded by Andy Gustafson, a Certified Exchange Specialist; handles forward, reverse, improvement, leasehold improvement and international exchanges across farm/ranch, commercial, residential and mixed-use property.

A small, independent Iowa qualified intermediary focused solely on Section 1031 exchanges, led by founder Ken Tharp, a Certified Exchange Specialist; handles standard, reverse, improvement/construction and vacation-home exchanges with expertise in related-party and Midwest farm issues. Member of the Federation of Exchange Accommodators.

West Des Moines, Iowa bank-owned qualified intermediary that has accommodated thousands of exchanges totaling over $2 billion since 2003 and serves the agricultural/farmland community across the Midwest; staffs Iowa and Nebraska's only Certified Exchange Specialist (President David A. Brown) and is an active member of the Federation of Exchange Accommodators.

Founded in 1970, AEI Capital Corporation (AEI Funds) is a leading national sponsor of debt-free net-leased real estate investments and DSTs, investing exclusively in healthcare and retail net-leased assets. AEI reports 152 real estate offerings sponsored, 518 properties acquired, and over $1.6 billion in investor equity raised since inception.

Bluerock Value Exchange (BVEX), a subsidiary of Bluerock Real Estate, is a national sponsor of syndicated 1031 exchange/DST offerings celebrating 20 years of sponsoring 1031 programs. It has sponsored 49 individual 1031 exchange programs amassing roughly $2.8 billion in assets and more than 14-15.5 million square feet of commercial and residential real estate, with focus on multifamily, industrial, and other commercial sectors in high-growth Sunbelt markets.

Cantor Fitzgerald, a diversified global financial services firm founded in 1945, sponsors DST offerings of institutional-quality properties for investors seeking passive 1031 and 721 exchange solutions through Cantor Fitzgerald Asset Management. The asset management division reports approximately $13 billion in assets under management across alternative and traditional strategies, including DSTs and non-traded REITs.

Capital Square (Capital Square Realty Advisors) is a national sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities, with a DST program focused heavily on multifamily and build-for-rent communities. Since 2012 the firm has completed more than $7.5 billion in transaction volume and describes itself as one of the nation's leading sponsors of DST and 1031 exchange offerings.

Cottonwood Communities, Inc. (CWREIT) is a publicly registered, non-traded NAV-based perpetual-life REIT focused exclusively on multifamily apartment communities, sponsored by Cottonwood Communities Advisors (operating since 2004). It offers DST Interests to accredited investors for 1031 exchanges, having commenced its first DST offering (Cottonwood Riverfront DST) in Q3 2025. As of March 31, 2026 its portfolio includes interests in 44 multifamily communities totaling 12,516 units.

ExchangeRight structures and manages net-leased portfolios of assets backed primarily by investment-grade tenants in the necessity-based retail and healthcare sectors, offered through DSTs and an Essential Income REIT. Its vertically integrated platform reported more than $7.4 billion in assets under management across over 1,400 properties (28 million square feet) in 47 states as of May 31, 2026.

Founded in 2014, Four Springs TEN31 Xchange is the DST sponsor affiliate of Four Springs Capital Trust, a REIT focused on single-tenant, net-leased commercial properties. Its DSTs target industrial/warehouse, medical/office and retail assets under long-term double- and triple-net leases with creditworthy tenants; the platform has sponsored 30+ DST programs totaling more than $1 billion of net-leased real estate.

Hines, a global real estate investment, development and management firm founded in 1957, operates the Hines Real Estate Exchange (HREX) DST platform, offering 1031 investors interests in DSTs holding institutional-grade assets sourced from Hines Global Income Trust. Since launching HREX in 2022, Hines Private Wealth Solutions has completed more than $1 billion across seven DST offerings.

Subsidiary of The Inland Real Estate Group, Inland Private Capital is widely described as the largest provider of securitized 1031 exchange (DST) replacement-property programs in the U.S. As of June 30, 2024 the firm had sponsored 317 private placement real estate offerings and reported more than $12.2 billion in assets under management across a national footprint spanning 43 states.

JLL Exchange is the DST platform tied to JLL Income Property Trust, an institutionally managed daily NAV REIT advised by LaSalle Investment Management, providing institutional-quality properties through DSTs with a potential 721 UPREIT exit into the REIT after a holding period. Since its 2019 inception JLLX has attracted more than $1.95 billion across 26 DST offerings.

Kingsbarn Realty Capital is a national real estate investment manager headquartered in Las Vegas that provides real estate securities to institutional and accredited investors, including Delaware Statutory Trust (DST) offerings for 1031 exchanges. The firm reports $2.7B+ in assets under management across roughly 99 investment programs and 325 properties, spanning multiple property sectors nationwide.

Established in 1996, Moody National is a Houston-based, vertically integrated full-service commercial real estate firm whose DST 1031 programs are concentrated in hospitality and multifamily. The firm reports providing real estate investment programs to over 3,000 investors for roughly $3 billion in total capitalization.

NexPoint is a Dallas-based alternative investment firm (founded 2012) that sponsors DST 1031 exchange offerings across multifamily and self-storage, among other real estate strategies. Recent DST programs include multifamily communities and Class A self-storage portfolios, with the firm's self-storage platform exceeding $1.9 billion in value.

Passco Companies is a California-based, vertically integrated multifamily and commercial real estate firm operating since 1998 that has sponsored DST, TIC, LLC and private REIT 1031 programs. The firm reports having acquired over $7 billion in multifamily and commercial assets and served more than 12,000 investors.

Peachtree Group is a vertically integrated real estate investment firm operating across acquisitions, credit/lending, and development, with an integrated platform spanning asset management, construction, and property operations. It sponsors DST offerings for 1031 exchange investors, with asset focus including hospitality (hotels), multifamily, and industrial. The firm reports roughly $15.8 billion in real estate asset value across 880+ transactions.

Founded in January 2014, Starboard Realty Advisors is an Irvine, California-based fully integrated real estate firm that acquires multifamily, multi-tenant retail shopping centers, and NNN net-lease properties for 1031 exchange clients through DST, LLC, and TIC structures.

Ares Real Estate Exchange is the DST/1031 platform offered through Ares Wealth Management Solutions, part of Ares Management, a global alternative investment manager. Under IRC Sections 1031 and 721, AREX enables investors to exchange appreciated investment property for interests in professionally managed, institutional-quality real estate as like-kind replacement property.