Old Republic Exchange
Old Republic Exchange is a Qualified Intermediary that facilitates IRC Section 1031 tax-deferred real property exchanges for individual and commercial real estate investors, backed by Old Republic International (NYSE: ORI) with $50M E&O and $120M fidelity coverage.
- Company typePrivate
- Founded1993
- HeadquartersWalnut Creek, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Old Republic Exchange does
Old Republic Exchange Company (ORE) is a California-incorporated Qualified Intermediary founded in 1993 and operating as a wholly owned subsidiary of Old Republic International Corporation (NYSE: ORI), a multi-line insurance holding company with $25.1B in total assets. ORE facilitates tax-deferred exchanges of real property under IRC Section 1031 by serving as the neutral third party that prepares exchange documents, holds sale proceeds, and coordinates closings to prevent the taxpayer from having constructive receipt of the funds. The company supports four exchange structures—Delayed (Starker), Reverse, Improvement (build-to-suit via QEAA), and Simultaneous—and complements them with client-facing tools including an online account information system, a Capital Gains Calculator, and a 45/180 Day deadline calculator.
The technology stack is purpose-built rather than cutting-edge: advanced banking software for fund management and an interactive web portal for transaction visibility, supplemented by an extensive content library (e-Reports, law library, FAQs, glossary) that doubles as a referral-generation asset. Operational integrity is reinforced by a written guarantee from Old Republic National Title Holding Company reimbursing client losses from gross negligence, fraud, or dishonesty, $50M of professional liability (E&O) insurance, and a $120M aggregate fidelity bond—coverage magnitudes that effectively segment ORE from non-bankruptcy-protected QI competitors.
ORE generates revenue primarily through professional-services fees on each exchange transaction, with pricing not publicly disclosed and described as "extremely competitive." Go-to-market combines regional field representatives across the US, an inside-sales phone channel, and a community/education-led motion built on free seminars, California DRE continuing education courses (Sponsor No. 3408), and referral partnerships with the Federation of Exchange Accommodators, the California Escrow Association, and individual real estate agents, brokers, attorneys, and tax advisors. The company has facilitated more than 100,000 exchanges since 1994 and serves a horizontal mix of individual investors, commercial property owners, and real estate professionals nationwide.
Old Republic Exchange firmographics
Firmographics- Name
- Old Republic Exchange
- Legal name
- Old Republic Exchange Company
- Website
- https://oldrepublicexchange.com
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Old Republic Exchange is a Qualified Intermediary that facilitates IRC Section 1031 tax-deferred real property exchanges for individual and commercial real estate investors, backed by Old Republic International (NYSE: ORI) with $50M E&O and $120M fidelity coverage.
- Ownership category
- akta.pro rank
Old Republic Exchange industry classification
Industry- Product category
- Qualified Intermediary Services / 1031 Exchange Services
- NAICS
- Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- 1031 Exchange Intermediary Services (BPAJAOAL)
Keywords
Where Old Republic Exchange is headquartered
LocationHeadquarters
- HQ city
- Walnut Creek
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Old Republic Exchange business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Others, Technology or R&D, Marketing or Sales
Revenue model
- Qualified Intermediary Services: ORE acts as Qualified Intermediary for IRC Section 1031 tax-deferred real property exchanges, preparing legal documents, holding exchange proceeds, coordinating closings, and consulting with tax advisors and real estate professionals to facilitate transactions
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Exchange Services - Quote-based pricing |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
Old Republic Exchange product offering
Product offeringCore offering
Old Republic Exchange acts as a Qualified Intermediary (QI) for IRC Section 1031 tax-deferred real property exchanges. The company prepares and executes exchange legal documents, holds exchange proceeds, coordinates closings, and consults with tax advisors and real estate professionals to facilitate four exchange structures: Delayed, Reverse, Improvement, and Simultaneous exchanges. Services are backed by written financial guarantees, $50M E&O insurance, and a $120M fidelity bond.
Product overview
Old Republic Exchange is a Qualified Intermediary (QI) services company that facilitates IRC Section 1031 tax-deferred exchanges of real property. The core product is 1031 Exchange Services, supported by digital tools including Capital Gains Calculator and 45/180 Day Calculator. The company offers four exchange method variants: Delayed Exchange (most common), Reverse Exchange, Improvement Exchange, and Simultaneous Exchange. Educational resources include E-Reports (PDF articles), Seminars and Continuing Education courses, and a comprehensive 1031 Exchange Guide Brochure. The company was incorporated in California in 1993 and is a subsidiary of Old Republic International (NYSE: ORI).
Differentiator
Problem solved
Functional benefit
Products and services
- 1031 Exchange Services (Qualified Intermediary) Core Qualified Intermediary services for tax-deferred property exchanges under IRC Section 1031, including document preparation (exchange agreement, assignment, exchange contract addendum, closing summary, identification notice), holding of exchange proceeds, closing coordination, and compliance with Treasury Regulations. Offered to real estate investors, commercial property owners, and entities exchanging investment real property.
- Delayed Exchange Forward 1031 exchange structure providing up to 180 days between the sale of the relinquished property and the purchase of the replacement property. QI holds proceeds during the gap, with 45-day identification period.
- Reverse Exchange Exchange structure in which the replacement property is acquired prior to the sale of the relinquished property. Uses an Exchange Accommodation Titleholder (EAT) to hold title and must be completed within 180 days.
- Improvement Exchange Construction or build-to-suit 1031 exchange allowing the exchanger to reinvest exchange proceeds into capital improvements on the replacement property through a Qualified Exchange Accommodation Agreement (QEAA) structure, with the EAT holding title during construction.
- Simultaneous Exchange 1031 exchange in which the relinquished and replacement properties close on the same day, with ORE as Qualified Intermediary ensuring the taxpayer does not have constructive receipt of the funds, preserving the tax-deferred status.
Quantifiable outcome
- Over 100,000 exchanges facilitated since 1994
- +1 more outcomes
Companies that use Old Republic Exchange
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles2 records
Old Republic Exchange technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Old Republic Exchange partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- Old Republic National Title Holding CompanycoreProvides written guarantee to reimburse ORE clients for any loss of funds transmitted to Old Republic Exchange if such loss is the result of ORE's or its employees' gross negligence, fraud, or dishonesty. Also provides guarantee of funds.
- Old Republic National Title Insurance CompanycoreOne of the largest and best-capitalized title insurers in the title insurance industry; sister company within the Old Republic Title Insurance Group
- Old Republic Title CompanycoreParent title company within the Old Republic Title Insurance Group; ORE provides 1031 exchange services under the Old Republic Title brand
- Federation of Exchange Accommodators (1031.org)minorIndustry association for exchange accommodators; linked as a resource from ORE's Important Links page for industry information
- California Escrow AssociationminorState escrow industry association; linked as a resource from ORE's Important Links page; ORE holds California DRE sponsor license (No. 3408)
- Old Republic Home WarrantyminorAffiliate company within the Old Republic Title Insurance Group offering home warranty services
- Old Republic Specialized Commercial Services (ORSCS)minorAffiliate providing specialized commercial services within the Old Republic Title Insurance Group
- Old Republic Specialized Agency Solutions (ORSAS)minorAffiliate providing specialized agency solutions for title agents within the Old Republic Title Insurance Group
- Old Republic Servicing Solutions (ORSS)minorAffiliate providing servicing solutions within the Old Republic Title Insurance Group
- Old Republic Title Residential Information (ORTRIS)minorAffiliate providing residential information services within the Old Republic Title Insurance Group
Scale indicators5 records
Recent moves5 records
Expansion highlights4 records
Old Republic Exchange competitors and assessment
Company assessmentDirect peers
- IPX1031 (Investment Property Exchange Services): Large, multi-state Qualified Intermediary offering the same core delayed, reverse, simultaneous, and improvement 1031 exchanges with national coverage and dedicated exchange professionals — most direct head-to-head competitor to ORE.
- Equity Trust Company: Self-directed IRA custodian that has built a sizable Qualified Intermediary practice, providing 1031 QI services to the same real estate investor customer base as ORE.
- Accruit: Positions itself as one of the largest US Qualified Intermediaries by volume, offering all standard 1031 exchange structures plus securitized exchange programs to large institutional clients — directly overlaps ORE's core service.
- WFG National Title Insurance Company / WFG Exchange: National title insurance group with a dedicated QI/exchange unit offering 1031 services inside the broader title and escrow franchise — same customer base, similar service scope.
- Asset Preservation Inc. Long-established independently-owned Qualified Intermediary serving real estate investors nationwide with all four exchange types, very comparable in operating model and 1990s founding vintage to ORE.
Broad incumbents
- Fidelity National Financial / Chicago Title Exchange: Largest US title insurance conglomerate with QI/exchange capabilities inside Chicago Title and related brands; competes via distribution scale and parent capitalization rather than dedicated exchange specialization.
- Stewart Information Services / Stewart Title Exchange: Large US title insurer offering a 1031 exchange service line alongside title, escrow, and real estate information products; comparable customer access points through the same referral channels as ORE.
- First American Exchange Company (First American Financial): Exchange arm of a top-tier title and settlement services provider; offers 1031 QI services as part of a much broader real estate services portfolio, competing on institutional credibility rather than specialization.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks4 records
Key highlights6 records
Customer concentration
Old Republic Exchange social profiles
Digital presenceOld Republic Exchange financial estimates
Financial estimateRevenue estimate
Valuation estimate
Old Republic Exchange leadership team
Management profileNumber of profiles
Profiles6 records
Old Republic Exchange funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Old Republic Exchange 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 Old Republic Exchange
What does Old Republic Exchange do?
Old Republic Exchange acts as a Qualified Intermediary (QI) for IRC Section 1031 tax-deferred real property exchanges. The company prepares and executes exchange legal documents, holds exchange proceeds, coordinates closings, and consults with tax advisors and real estate professionals to facilitate four exchange structures: Delayed, Reverse, Improvement, and Simultaneous exchanges. Services are backed by written financial guarantees, $50M E&O insurance, and a $120M fidelity bond.
Is Old Republic Exchange a public or private company?
Old Republic Exchange is a private company. It is classified as corporate owned and is currently operating.
When was Old Republic Exchange founded?
Old Republic Exchange was founded in 1993. It employs 251 to 500 people.
Where is Old Republic Exchange based?
Old Republic Exchange is headquartered in Walnut Creek, United States, in the North America region.
How does Old Republic Exchange make money?
One revenue line is on record: qualified Intermediary Services.
Who are Old Republic Exchange's main competitors?
Direct peers on record are IPX1031 (Investment Property Exchange Services), Equity Trust Company, Accruit, WFG National Title Insurance Company / WFG Exchange and Asset Preservation Inc.. Broad incumbents are Fidelity National Financial / Chicago Title Exchange, Stewart Information Services / Stewart Title Exchange and First American Exchange Company (First American Financial).
Does Old Republic Exchange have an API?
No public API is recorded for Old Republic Exchange.
What industry is Old Republic Exchange in?
Old Republic Exchange's product category is Qualified Intermediary Services / 1031 Exchange Services. Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services. Its NAICS code is 522320 and its SIC code is 6531.