IPX1031
IPX1031 (Investment Property Exchange Services, Inc.) is the largest US Qualified Intermediary, facilitating 1031 tax-deferred real estate exchanges nationwide for individual investors, REITs, and Fortune 500 clients. The firm operates as a wholly owned subsidiary of Fidelity National Financial (NYSE: FNF).
- Company typePrivate
- Founded1988
- HeadquartersSan Francisco, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What IPX1031 does
IPX1031, operating under the legal name Investment Property Exchange Services, Inc., is the largest Qualified Intermediary (QI) in the United States, specializing in the facilitation of tax-deferred exchanges of investment real estate under IRC Section 1031. Founded in 1988 and headquartered in San Francisco with a national operational headquarters in Chicago, the company serves individual real estate investors, REITs, Fortune 500 corporations, and high-net-worth clients across all 50 US states and Washington DC. Its core service offering centers on acting as the required third-party intermediary that takes temporary title to or custody of exchange proceeds, enabling taxpayers to defer capital gains taxes that would otherwise consume up to 35–40% of the gain on investment property sales. The company is a wholly owned subsidiary of Fidelity National Financial (NYSE: FNF), the world's largest provider of title insurance and a Fortune 500 company, and it leverages this parent backing to provide financial assurances that exceed standard industry requirements: a $100 million Fidelity Bond, a $50 million Written Performance Guaranty, and $30 million in Errors & Omissions Insurance.
The company operates a structured product surface that spans standard Delayed (Forward) Exchanges, Reverse Exchanges in which replacement property is acquired before the relinquished property is sold, Improvement/Build-to-Suit Exchanges where exchange funds are deployed to construct or improve replacement property, and Combination Exchanges that blend multiple structures for complex transactions. The underlying platform is a web-based exchange facilitation system featuring online initiation forms for both delayed and reverse exchanges, interactive Days Calculator and Capital Gain Estimator tools, and a specialized Reverse and Improvement Exchange Parking Structure capability where IPX1031 takes title to property during the improvement/construction period. Supporting the platform is a dedicated team of Certified Exchange Specialists (CES), tax attorneys (including staff with LL.M. in Taxation), and regional sales leadership — all of whom also conduct continuing-education seminars and webinars for the CPA, attorney, broker, and financial planner referral network.
Revenue is generated on a transaction-fee basis for QI exchange facilitation services, with pricing varying by transaction complexity, property type, and exchange structure rather than being publicly disclosed. The go-to-market model is sales-led, executed through regionally assigned Vice Presidents, Senior Vice Presidents, and Business Development Officers who manage relationships with real estate investors and their professional advisors nationwide, supplemented by self-serve online exchange initiation. The customer base is intentionally horizontal, spanning individual investors through enterprise REITs and Fortune 500 corporations, with sourcing diversified across a professional advisor referral network that includes commercial brokerages (Marcus & Millichap), title insurers (Chicago Title), accounting firms, and law firms. Multi-channel marketing — encompassing an Insight Blog, YouTube video library, state-specific SEO landing pages, monthly newsletters, social media, and PR campaigns such as the "Happy 10-31 Day" initiative — supports top- and mid-funnel demand generation anchored on educational thought leadership rather than direct-response advertising.
IPX1031 firmographics
Firmographics- Name
- IPX1031
- Legal name
- Investment Property Exchange Services, Inc.
- Website
- https://ipx1031.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- IPX1031 (Investment Property Exchange Services, Inc.) is the largest US Qualified Intermediary, facilitating 1031 tax-deferred real estate exchanges nationwide for individual investors, REITs, and Fortune 500 clients. The firm operates as a wholly owned subsidiary of Fidelity National Financial (NYSE: FNF).
- Ownership category
- akta.pro rank
IPX1031 industry classification
Industry- Product category
- Real Estate Tax-Deferred Exchange Services
- NAICS
- Miscellaneous Intermediation (523910), Title Abstract and Settlement Offices (541191)
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- 1031 Exchange Intermediary Services (BPAJAOAL)
Keywords
Where IPX1031 is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices11 records
Markets served
IPX1031 business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- 1031 Exchange Transaction Fees: IPX1031 charges transaction fees for acting as Qualified Intermediary and Exchange Facilitator in 1031 Tax Deferred Exchanges. Fees are based on transaction complexity, property type, and exchange structure (Delayed, Reverse, Build-to-Suit). Professional service fees support exchange document preparation, fund safekeeping, and transaction coordination.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based professional services pricing for Qualified Intermediary exchange facilitation |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
IPX1031 product offering
Product offeringCore offering
IPX1031 (Investment Property Exchange Services, Inc.) acts as a Qualified Intermediary that facilitates IRC Section 1031 tax-deferred exchanges of investment real estate. The company safeguards exchange funds, structures Delayed, Reverse, Improvement (Build-to-Suit), and Combination exchanges, prepares all required documentation, and coordinates closings with escrow, title, and tax advisors across all 50 U.S. states.
Product overview
IPX1031 is a full-service Qualified Intermediary providing 1031 Tax Deferred Exchange services nationwide. The company operates as a unified platform offering multiple exchange structures including Delayed Exchanges (the most common type), Reverse Exchanges (for purchasing before selling), and Improvement/Build-to-Suit Exchanges (for property customization during exchange). The core product is the 1031 Exchange facilitation service where IPX1031 safeguards exchange funds and prepares all necessary documentation. Supplementary offerings include calculators (Days Calculator, Capital Gain Estimator), educational resources (webinars, newsletters, FAQs, videos, brochures), and continuing education classes for professionals. As the nation's largest Qualified Intermediary and a wholly owned subsidiary of Fidelity National Financial (NYSE:FNF), the company emphasizes its financial strength through $100 million Fidelity Bond, $50 million Written Performance Guaranty, and $30 million Errors & Omissions Insurance.
Differentiator
Problem solved
Functional benefit
Products and services
- Delayed (Forward) 1031 Exchanges The most common 1031 exchange structure, allowing taxpayers to sell investment property and reinvest proceeds into new like-kind investment property on a tax-deferred basis.
- Reverse 1031 Exchanges Allows taxpayers to acquire replacement property before selling their existing relinquished property, with IPX1031 taking title through a parking structure during the exchange window.
- Improvement (Build-to-Suit) 1031 Exchanges Enables exchangers to use exchange proceeds to build, renovate, or improve replacement property during the exchange period, allowing customization while preserving tax deferral.
- Combination 1031 Exchanges Custom-structured exchanges that combine Delayed, Reverse, and Improvement exchange elements to meet complex transactional requirements for commercial and high-value deals.
Quantifiable outcome
- Tax deferral of up to 35-40% of capital gain on investment property sales
- +1 more outcomes
Companies that use IPX1031
Customer profileNamed customers9 records
Segments6 records
Ideal customer profiles3 records
IPX1031 technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
IPX1031 partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
IPX1031 competitors and assessment
Company assessmentDirect peers
- First American Exchange Company: First American Exchange is a national 1031 exchange Qualified Intermediary and a subsidiary of First American Financial Corporation — a public title insurance peer to FNF — offering the same delayed and reverse exchange services as IPX1031 with similar balance-sheet-backed financial assurances.
- Equity Advantage: Equity Advantage is a national Qualified Intermediary providing 1031 exchange services nationwide, directly competing with IPX1031 across delayed, reverse, and improvement exchange structures for the same advisor referral network.
- Asset Preservation, Inc. Asset Preservation is a national Qualified Intermediary specializing in 1031 tax-deferred exchanges, directly competing with IPX1031 across delayed, reverse, and improvement structures with comparable financial assurances and advisor referral relationships.
- Exchange Authority, LLC: Exchange Authority is a national Qualified Intermediary providing 1031 exchange facilitation including reverse exchanges, serving the same investor and advisor segments as IPX1031 with a comparable geographic footprint.
- Stewart 1031 Exchange: Stewart 1031 Exchange is the Qualified Intermediary arm of Stewart Information Services / Stewart Title, a public title insurance peer to FNF; it competes directly with IPX1031 by bundling QI services with title and escrow for real estate investors.
- National 1031 Exchange Services: National 1031 Exchange Services is a Qualified Intermediary providing tax-deferred exchange services across all 50 states, directly competing with IPX1031 for commercial real estate investors and the CPA/attorney referral community.
- Chicago Deferred Exchange Company: Chicago Deferred Exchange Company is a long-standing national 1031 exchange Qualified Intermediary based in Chicago, offering delayed and reverse exchange services that directly overlap with IPX1031's Midwest-heavy enterprise book.
- 1031 Corp. 1031 Corp. is an independent national Qualified Intermediary providing 1031 exchange facilitation services including reverse and improvement exchanges, directly competing with IPX1031 for the same pool of commercial real estate investors and professional advisors.
Others
- Federation of Exchange Accommodators (FEA): FEA is the industry trade association for Qualified Intermediaries and 1031 exchange accommodators; IPX1031 executives (including Pierre Priestley as former CES Council Chair) have led within FEA, making it an ecosystem/thought-leadership peer rather than a commercial competitor.
Broad incumbents
- WFG National Title Insurance Company: WFG is a national title insurer that offers 1031 exchange coordination services through its title/escrow platform, broadly competing with IPX1031 by packaging exchange facilitation alongside title and closing services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
IPX1031 social profiles
Digital presenceIPX1031 financial estimates
Financial estimateRevenue estimate
Valuation estimate
IPX1031 leadership team
Management profileNumber of profiles
Profiles15 records
IPX1031 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IPX1031 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IPX1031
What does IPX1031 do?
IPX1031 (Investment Property Exchange Services, Inc.) acts as a Qualified Intermediary that facilitates IRC Section 1031 tax-deferred exchanges of investment real estate. The company safeguards exchange funds, structures Delayed, Reverse, Improvement (Build-to-Suit), and Combination exchanges, prepares all required documentation, and coordinates closings with escrow, title, and tax advisors across all 50 U.S. states.
Is IPX1031 a public or private company?
IPX1031 is a private company. It is classified as corporate owned and is currently operating.
When was IPX1031 founded?
IPX1031 was founded in 1988. It employs 101 to 250 people.
Where is IPX1031 based?
IPX1031 is headquartered in San Francisco, United States, in the North America region.
How does IPX1031 make money?
One revenue line is on record: 1031 Exchange Transaction Fees.
Who are IPX1031's main competitors?
Direct peers on record are First American Exchange Company, Equity Advantage, Asset Preservation, Inc., Exchange Authority, LLC, Stewart 1031 Exchange, National 1031 Exchange Services, Chicago Deferred Exchange Company and 1031 Corp.. Federation of Exchange Accommodators (FEA) is listed as an others. WFG National Title Insurance Company is listed as a broad incumbent.
Does IPX1031 have an API?
No public API is recorded for IPX1031.
What industry is IPX1031 in?
IPX1031's product category is Real Estate Tax-Deferred Exchange Services. Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services. Its NAICS code is 523910 and its SIC code is 6531.