Atlas 1031 Exchange

What Atlas 1031 Exchange does

Atlas 1031 Exchange LLC is a privately held Qualified Intermediary founded in 2003 by Andy Gustafson, a Certified Exchange Specialist, and headquartered in Naples, Florida with a secondary office in Orlando. The firm accommodates IRC Section 1031 tax-deferred exchanges for individual, trust, and corporate real estate investors across the United States and, via an international exchange product, for cross-border transactions. Its service catalog spans forward/delayed, reverse, simultaneous, build-to-suit, leasehold improvement, and international exchanges, plus a complementary Deferred Sales Trust offering built on a partnership with Estate Planning Team Inc. as a rescue vehicle for failing 1031 deals. Replacement-property expertise extends into farm and ranch, vacation home, commercial, mixed-use, timber, conservation easement, mineral/water/oil rights, and TIC/DST fractional interests.

The core technology stack is regulatory and procedural rather than software-based: qualified escrow account management with non-commingled funds, Exchange Accommodator Titleholder (EAT) structuring for reverse and improvement exchanges, FIRPTA/ITIN compliance workflows for non-resident alien clients, and document preparation aligned to IRC Section 1031 and the related 45-day identification and 180-day completion deadlines. No public API, SDK, or programmatic integration layer is offered; delivery is consultation-based through direct phone (800-227-1031), a website consultation form, and a referral network of CPAs, attorneys, and Realtors. The firm publishes educational content marketing via blog, email newsletter, and social channels (Facebook, Twitter, LinkedIn).

Revenue is generated on a transaction-fee basis: $750-$1,250 per standard delayed exchange, $3,500-$7,500 per reverse exchange, plus incremental per-property fees and ancillary charges (rush, wire, courier, California EAT registration). The Qualified Intermediary also retains interest earned on exchange proceeds held in qualified escrow accounts (illustrated at ~1.35%), which provides a secondary income stream scaled to transaction dollar volume rather than headcount. Headcount is reported at 1-10 employees, no institutional funding has been disclosed, and the company remains entirely founder-owned and operated.

Name

Atlas 1031 Exchange

Legal name

Atlas 1031 Exchange LLC

Website

https://atlas1031.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Atlas 1031 Exchange LLC is a privately held Qualified Intermediary founded in 2003 that accommodates IRC Section 1031 tax-deferred exchanges for individual, trust, and corporate real estate investors across the US, including international, reverse, and Deferred Sales Trust structures.

Ownership category

akta.pro rank

Product category

Qualified Intermediary / 1031 Exchange Tax Services

NAICS

Title Abstract and Settlement Offices (541191), Offices of Real Estate Agents and Brokers (53121)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro industry

PRIMARYBPAJAOAL

1031 Exchange Intermediary Services

Business & Public Services/Real Estate Services (Brokerage, Property Management)/Real Estate Transaction Services (Escrow, Title & Closing Coordination)

SECONDARYBPAJAOAG

Document Preparation & Recording Services (Deeds, Liens)

Business & Public Services/Real Estate Services (Brokerage, Property Management)/Real Estate Transaction Services (Escrow, Title & Closing Coordination)

Keywords

• Qualified intermediary services
• 1031 exchange accommodation
• Tax-deferred exchanges
• Real estate tax services
• Deferred sales trust

Headquarters

HQ city

Orlando

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others, Infrastructure

Revenue model

1. Delayed Exchange Fees: Base fee for accommodating a standard delayed (forward) 1031 exchange, including qualifying, accommodation, and administrative work. Range is $750-$1,250 per exchange. Additional properties beyond the initial exchange cost $300-$500 each.
2. Reverse Exchange Fees: Higher complexity fees for reverse exchanges where replacement property is acquired before relinquished property sale. Range is $3,500-$7,500 depending on state and complexity. Includes base Delayed Exchange fee bringing total baseline to approximately $4,500. Additional properties range $400-$600 each.
3. Escrow Interest Income: Interest earned on exchange proceeds held in qualified escrow accounts. QI receives interest from bank (example: 1.35% rate = ~$3.75/day per $100,000). QI pays necessary taxes on this interest.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Atlas 1031 Exchange acts as a Qualified Intermediary that accommodates IRC Section 1031 tax-deferred real estate exchanges by holding exchange proceeds in qualified escrow accounts, preparing exchange documentation, and coordinating wire transfers between relinquished and replacement property closings. Services span Forward/Delayed, Reverse, Build-to-Suit, Leasehold Improvement, Simultaneous, and International exchanges across property types such as farm/ranch, vacation homes, commercial, mixed-use, and mineral/water rights, with an additional Deferred Sales Trust alternative tax-deferral structure.

Product overview

Atlas 1031 Exchange is a single-product Qualified Intermediary service built around IRC Section 1031 tax-deferred exchange accommodation. The core offering is the QI service itself, which holds exchange proceeds in non-commingled qualified escrow accounts, prepares exchange documentation, coordinates wire transfers between relinquished and replacement property closings, and ensures strict adherence to the 45-day identification period and 180-day exchange completion deadline. The service spans multiple exchange structures (Forward/Delayed, Reverse, Simultaneous, Build-to-Suit, Leasehold Improvement, International), multiple property types (Farm/Ranch, Vacation Homes, Commercial, Mixed-Use, Land, Timberland, Mineral Rights, DST/TIC interests), and a complementary alternative tax-deferral product — the Deferred Sales Trust — based on IRC Section 453 installment sale rules. The company also handles FIRPTA compliance for non-resident alien sellers and provides tax advisory referencing IRS private letter rulings and tax court cases. No API or AI capabilities are offered.

Differentiator

Problem solved

Functional benefit

Products and services

• 1031 Exchange Qualified Intermediary Services Core Qualified Intermediary service that prepares exchange documentation, holds exchange proceeds in non-commingled qualified escrow accounts, coordinates wire transfers, and ensures compliance with the 45-day identification period and 180-day exchange completion deadline under IRC Section 1031.
• Forward (Delayed) 1031 Exchange Standard exchange where the relinquished property is sold and closed before the replacement property is acquired. Includes engagement letter preparation, W-9 processing, qualified escrow account setup, and 45-day identification / 180-day replacement coordination. Also known as a Starker or Like-Kind Exchange.
• Reverse 1031 Exchange
• Build-to-Suit / Construction Exchange
• Leasehold Improvement Exchange
• Simultaneous 1031 Exchange
• International 1031 Exchange
• Farm and Ranch Property Exchange
• Vacation Home Exchange
• Commercial Property Exchange
• Mixed-Use Property Exchange
• Tenants-in-Common / DST Exchange
• Conservation Easement Exchange
• Oil, Gas, Mineral and Water Rights Exchange
• Deferred Sales Trust (DST)
• FIRPTA / Non-Resident Compliance Services
• 1031 Exchange Tax Advisory Services
• Related Party Exchange Services

Quantifiable outcome

• Tax deferral representing upwards of 40% of property sales price can be deferred
• +1 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered minor and core.

• Peregrine 1031 Energy PartnersminorStrategic or Co-development PartnerPeregrine 1031 assists clients in diversifying 1031 exchange proceeds into oil, gas, mineral, water and ditch rights. Atlas 1031 has worked with Peregrine and describes the relationship positively, though receives no compensation for the recommendation. Peregrine handles identification of royalty properties and the closing process for these alternative replacement property options.
• Estate Planning Team Inc.coreStrategic or Co-development PartnerFounders of the Deferred Sales Trust structure. Atlas 1031 is certified by Estate Planning Team to facilitate defaults of failing 1031 exchanges into Deferred Sales Trusts. The partnership enables Atlas to offer the DST alternative tax deferral structure when standard 1031 exchanges are unavailable or failing.
• Federation of Exchange AccommodatorsminorOthersIndustry association providing educational resources and guidance. Atlas 1031 references Federation materials on bank merger issues affecting QIs. The relationship is informational/advisory in nature.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• IPX1031: One of the largest national Qualified Intermediaries providing forward, reverse, and improvement 1031 exchange accommodation services. Directly comparable to Atlas 1031 Exchange in core QI service offering, escrow management, and tax-deferred exchange documentation.
• Asset Preservation: National Qualified Intermediary specializing in Section 1031 exchanges, including forward, reverse, and improvement exchanges, plus DST/TIC accommodations. Directly competes with Atlas 1031 Exchange across the full QI service stack and uses a similar consultation-led, advisor-referred model.
• 1031 Corp. National Qualified Intermediary providing comprehensive 1031 exchange services for individual investors, trusts, and corporations. Closely matches Atlas 1031 Exchange's core offering and target customer profile (real estate investors, REITs, advisors).
• Equity Advantage: Established Qualified Intermediary and exchange accommodation firm based in the Pacific Northwest, serving clients nationwide with forward, reverse, and improvement exchanges. Direct peer operating in the same niche with similar service breadth to Atlas 1031 Exchange.
• Exchange Authority: Specialist Qualified Intermediary for 1031 tax-deferred exchanges, offering forward, reverse, and improvement exchange accommodation. Operates in the same niche as Atlas 1031 Exchange, serving real estate investors and advisor-driven referral channels.
• Accruit 1031 Exchange Services: National Qualified Intermediary providing 1031 exchange accommodation services with an emphasis on advisor-driven referrals. Directly comparable service offering to Atlas 1031 Exchange in the same QI niche.

Broad incumbents

• First American Exchange Company: Exchange services division of First American Financial Corporation, a large publicly-traded title and real estate services conglomerate. Provides 1031 QI services at significant scale; competes with Atlas 1031 Exchange in the same niche but with substantially broader institutional infrastructure.
• WFG National Title / National 1031 Exchange: National title insurance underwriter with a dedicated QI arm (National 1031 Exchange). Competes with Atlas 1031 Exchange in providing 1031 exchange accommodation alongside a much larger title and escrow services platform.

Others

• Estate Planning Team Inc. Founders of the Deferred Sales Trust structure and Atlas 1031's certification partner for DST facilitation. Serves as both a strategic enablement partner and an adjacent source of client referrals (failing 1031s rescued into DSTs).
• Peregrine 1031 Energy Partners: Niche partner that identifies oil, gas, mineral, water, and ditch rights replacement properties for 1031 exchangors. Atlas 1031 works with Peregrine as a referral collaborator; Peregrine extends Atlas's addressable replacement-property universe in a non-overlapping niche.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/Atlas1031
• Facebookfacebook.com/atlas1031Exchange
• LinkedInlinkedin.com/company/561868?trk=tyah

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atlas 1031 Exchange