Equity Advantage
- Company typePrivate
- Founded1991
- HeadquartersPortland, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Equity Advantage firmographics
Firmographics- Name
- Equity Advantage
- Legal name
- Equity Advantage, Inc.
- Website
- https://1031exchange.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Equity Advantage industry classification
Industry- Product category
- 1031 Exchange Qualified Intermediary Services
- NAICS
- Trusts, Estates, and Agency Accounts (525920), Miscellaneous Intermediation (52391)
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- 1031 Exchange Intermediary Services (BPAJAOAL)
- akta.pro secondary industries
- Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ), Tax-Aware Investment Planning (FSAEAAAE), Real Estate Transaction Advisory & Due Diligence (FSAEAJAJ)
Keywords
Where Equity Advantage is headquartered
LocationHeadquarters
- HQ city
- Portland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Equity Advantage business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- 1031 Exchange Facilitation Fees: Equity Advantage charges fees for facilitating 1031 Tax-Free Exchanges. A Delayed Exchange of two properties starts at approximately $1,000. More complex transactions such as Reverse or Improvement Exchanges start at $6,500. The company does not charge additional fees beyond these core exchange facilitation charges.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Delayed Exchange - Basic two-property exchange |
| Transaction based/ take rate | Pay-as-you-go | Reverse Exchange - Buy before selling relinquished property |
| Transaction based/ take rate | Pay-as-you-go | Improvement Exchange - Property improvements during exchange |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Equity Advantage product offering
Product offeringCore offering
Equity Advantage acts as a Qualified Intermediary (QI) to facilitate IRS Section 1031 tax-deferred like-kind property exchanges for real estate investors. The company provides full-service consultation, exchange documentation, exchange fund holding, and structuring of Delayed, Reverse, Improvement, Blended, and Like-Kind exchanges, plus specialized handling of vacation home, oil/gas/mineral rights, and partnership/TIC exchange scenarios. Clients engage Equity Advantage directly via phone or website consultation and pay per-transaction facilitation fees.
Product overview
Equity Advantage operates as a single-platform Qualified Intermediary offering 1031 Exchange facilitation services, not a multi-module software platform. The core offering is 1031 Exchange facilitation with five exchange type modules: Delayed Exchange (sell first/buy later), Reverse Exchange (buy first/sell later), Improvement Exchange (property renovation during exchange), Blended Exchange (combination of exchange types), and Like-Kind Property Exchange. Specialized services include Vacation Home Exchange, Oil/Gas/Mineral Rights Exchange, and Property Conversion Advisory. Supporting the core service are educational tools including a Capital Gains Calculator, The 1031 Exchange Bros Podcast, and an Educational Video Library. The company also operates affiliated brands: IRA Advantage (self-directed IRA products) and Post 1031 (property search marketplace).
Differentiator
Problem solved
Functional benefit
Brands
- IRA Advantage: Self-directed IRA products and services for real estate investment retirement accounts
- Post 1031
Products and services
- 1031 Exchange Facilitation (Qualified Intermediary Services) Core Qualified Intermediary service for IRS Section 1031 tax-deferred like-kind property exchanges. Acts as a neutral third party to hold exchange funds, prepare exchange documents, and facilitate property swaps for real estate investors, LLCs, partnerships, and corporations exchanging investment or business-use property.
- Delayed Exchange
- Reverse Exchange
- Improvement Exchange
- Blended Exchange
- Like-Kind Property Exchange
- Vacation Home Exchange
- Oil, Gas, and Mineral Rights Exchange
- Property Conversion Advisory
Quantifiable outcome
- Successfully completed hundreds of thousands of Exchanges
- +2 more outcomes
Companies that use Equity Advantage
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles4 records
Equity Advantage technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Equity Advantage partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- IRA AdvantagecoreSister company within the Advantage Family providing self-directed IRA products and services. IRA Advantage offers resources including mortgage calculators, audio series on IRA-into-real-estate, news, continuing education classes, videos, and webinars. The partnership enables clients to combine 1031 Exchanges with self-directed IRA strategies.
- Post 1031coreSister company providing a property search platform for 1031 Exchange investors. Post 1031 allows users to post properties for FREE, search for replacement properties, and promote listings. Part of the Advantage Family ecosystem serving the full 1031 Exchange lifecycle.
- Federation of Exchange Accommodators (FEA)minorIndustry association for exchange accommodators. David Moore served as a former board member, demonstrating industry leadership and commitment to standards in 1031 Exchange facilitation.
- Certified Exchange Specialist (CES)minorProfessional certification program for 1031 Exchange professionals. David Moore holds the CES designation, providing credentialed expertise for Equity Advantage clients.
- CCIM InstituteminorCCIM (Certified Commercial Investment Member) is a professional organization for commercial real estate professionals. Listed as a partner/exchange on the Equity Advantage site.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Equity Advantage competitors and assessment
Company assessmentDirect peers
- IPX 1031: One of the largest independent Qualified Intermediaries in the U.S., providing nationwide 1031 exchange facilitation including delayed, reverse, and improvement exchanges. Directly comparable to Equity Advantage on core QI services, scale, and target customer (real estate investors seeking tax deferral).
- First American Exchange Company: 1031 exchange subsidiary of First American Financial Corporation offering full-service QI facilitation across all 50 states, including reverse and improvement exchanges. Closely comparable service mix and customer base; benefits from being part of a much broader title/escrow parent.
- Accruit: Specialized Qualified Intermediary focused exclusively on like-kind exchanges under Section 1031, offering delayed, reverse, and improvement exchange services. Direct competitor with a similar specialization-on-1031 strategy and overlapping CPA/attorney referral channels.
- Asset Preservation, Inc. National Qualified Intermediary providing 1031 exchange accommodation, EAT structuring, and consultation services nationwide. Directly comparable product set (delayed, reverse, improvement) and customer segment to Equity Advantage, with overlapping CPA and attorney referral ecosystems.
- WIRCO: Mid-sized 1031 exchange Qualified Intermediary offering nationwide exchange facilitation with comparable transaction-fee economics. Competes for the same real estate investor segment and advisor referral flows as Equity Advantage.
- Exchange Services Inc. (ESI): Independent Qualified Intermediary providing 1031 like-kind exchange services across delayed, reverse, and improvement formats. Comparable niche specialization, customer base (real estate investors and their advisors), and transaction-fee revenue model.
- JSL Capital Corporation: Independent 1031 exchange Qualified Intermediary offering nationwide QI facilitation and consulting on complex exchanges. Comparable niche services and target customer base of real estate investors seeking tax-deferred like-kind exchanges.
Regional players
- Equity West Investment Company: Pacific Northwest 1031 Exchange Qualified Intermediary headquartered in Oregon with comparable service modules (delayed, reverse, improvement exchanges). Most direct geographic competitor in Equity Advantage's home market, although Equity Advantage's national reach differentiates it.
Broad incumbents
- Equity Trust Company: Large-scale self-directed IRA custodian serving real estate investors via SDIRA structures, directly competing with Equity Advantage's IRA Advantage subsidiary. While Equity Trust operates at much greater scale and broader scope, the SDIRA-for-real-estate offering overlaps with IRA Advantage's value proposition.
- The Entrust Group: Established self-directed IRA administrator that, like Equity Trust, overlaps with IRA Advantage for investors pairing SDIRAs with 1031 exchanges. Operates at significantly greater scale and broader scope than the IRA Advantage affiliate, making it an indirect competitor through the subsidiary channel rather than the core QI service.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Equity Advantage social profiles
Digital presenceEquity Advantage compliance and trust
Trust signalCompliance2 records
Equity Advantage financial estimates
Financial estimateRevenue estimate
Valuation estimate
Equity Advantage leadership team
Management profileNumber of profiles
Profiles2 records
Equity Advantage subsidiaries and ownership
Company hierarchySubsidiaries2 records
Equity Advantage funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Equity Advantage 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 Equity Advantage
What does Equity Advantage do?
Equity Advantage acts as a Qualified Intermediary (QI) to facilitate IRS Section 1031 tax-deferred like-kind property exchanges for real estate investors. The company provides full-service consultation, exchange documentation, exchange fund holding, and structuring of Delayed, Reverse, Improvement, Blended, and Like-Kind exchanges, plus specialized handling of vacation home, oil/gas/mineral rights, and partnership/TIC exchange scenarios. Clients engage Equity Advantage directly via phone or website consultation and pay per-transaction facilitation fees.
Is Equity Advantage a public or private company?
Equity Advantage is a private company. It is classified as family owned and is currently operating.
When was Equity Advantage founded?
Equity Advantage was founded in 1991. It employs 1 to 10 people.
Where is Equity Advantage based?
Equity Advantage is headquartered in Portland, United States, in the North America region.
How does Equity Advantage make money?
One revenue line is on record: 1031 Exchange Facilitation Fees.
Who are Equity Advantage's main competitors?
Direct peers on record are IPX 1031, First American Exchange Company, Accruit, Asset Preservation, Inc., WIRCO, Exchange Services Inc. (ESI) and JSL Capital Corporation. Equity West Investment Company is listed as a regional player. Broad incumbents are Equity Trust Company and The Entrust Group.
Does Equity Advantage have an API?
No public API is recorded for Equity Advantage.
What industry is Equity Advantage in?
Equity Advantage's product category is 1031 Exchange Qualified Intermediary Services. Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services, with a secondary code of BPAJANAJ, Real Estate Tax, Incentives & Cost Segregation Advisory. Its NAICS code is 525920 and its SIC code is 6531.