IPX1031

Real Estate Tax-Deferred Exchange Servicesipx1031.com

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

1031 exchange services
Qualified intermediary services
Tax deferred exchanges
Real estate exchange facilitation
Like-kind property exchanges

Where IPX1031 is headquartered

Location

Headquarters

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 offering

Core 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 profile

Named customers9 records

Segments6 records

Ideal customer profiles3 records

IPX1031 technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature4 records

IPX1031 partnerships and signals

Strategic signal

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

IPX1031 competitors and assessment

Company assessment

Direct 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 financial estimates

Financial estimate

Revenue estimate

Valuation estimate

IPX1031 leadership team

Management profile

Number of profiles

Profiles15 records

IPX1031 funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

IPX1031 M&A and investment

M&A and investment

M&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?

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.