Exchange Resource Group
Exchange Resource Group is a Lakewood, Colorado-based Qualified Intermediary that facilitates IRC Section 1031 like-kind exchanges — standard, reverse, and construction — for U.S. real estate investors, with regional offices in Florida and Texas and tiered transaction-based fees starting at $950.
- Company typePrivate
- Founded2007
- HeadquartersLakewood, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Exchange Resource Group does
Exchange Resource Group (ERG) is a Qualified Intermediary (QI) facilitating Internal Revenue Code Section 1031 like-kind exchanges for real estate investors across the United States. Founded in 2007 and headquartered in Lakewood, Colorado, ERG operates as a private LLC with a small core team (1–10 employees) and reports more than 12,500 completed exchanges over its operating history. Its service set spans the three principal exchange structures — standard delayed exchanges, reverse 1031 exchanges, and improvement/construction (build-to-suit) exchanges — coordinated with affiliated title and escrow services. The firm advertises nationwide reach through regional offices in Colorado (headquarters), Florida, and Texas, and bundles its core QI service with free consultations and a tax-advantaged cash-management program branded as "TaXadvantage."
ERG's revenue model is transaction-based with a tiered per-deal fee schedule: standard 1031 exchanges start at $950, reverse 1031 exchanges start at $4,500, and improvement/construction exchanges start at $5,500, reflecting the higher operational complexity and longer holding horizons of reverse and build-to-suit structures. Customer acquisition is referral-driven through real estate professionals — attorneys, CPAs, brokers, and title agents — supplemented by direct outreach to high-net-worth investors and state-specific continuing-education (CE) classes for real estate practitioners. The team combines 85–100+ years of cumulative 1031 experience; co-founders Drew McCabe (President) and Dan McCabe, Esq. (Vice President, past President of the Federation of Exchange Accommodators) anchor credibility, while Regional Development Directors and Exchange Consultants staff the Colorado, Florida, and Texas offices. ERG has executed one disclosed tuck-in acquisition (Ken Palmen's prior QI business in 2019), operates without any disclosed AI/ML capabilities or proprietary technology platform, and has no disclosed external capital raises.
Exchange Resource Group firmographics
Firmographics- Name
- Exchange Resource Group
- Legal name
- Exchange Resource Group, LLC
- Website
- https://erg1031.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Exchange Resource Group is a Lakewood, Colorado-based Qualified Intermediary that facilitates IRC Section 1031 like-kind exchanges — standard, reverse, and construction — for U.S. real estate investors, with regional offices in Florida and Texas and tiered transaction-based fees starting at $950.
- Ownership category
- akta.pro rank
Exchange Resource Group industry classification
Industry- Product category
- Qualified Intermediary Services
- NAICS
- Miscellaneous Intermediation (523910)
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- 1031 Exchange Intermediary Services (BPAJAOAL)
Keywords
Where Exchange Resource Group is headquartered
LocationHeadquarters
- HQ city
- Lakewood
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Exchange Resource Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- 1031 Exchange Services: Standard delayed 1031 exchange services covering the sale and first purchase. Fee starts at $950. Additional property acquired in excess of one per exchange costs $250.
- Reverse 1031 Exchange Services: Complex reverse exchanges requiring additional legal and accounting expertise. Fee starts at $4,500. Covers additional legal and accounting work, property holding costs, and if applicable, facilitating improvements to the property.
- Improvement/Construction 1031 Exchange Services: Construction exchanges allowing investors to use tax-deferred funds for property improvements. Fee starts at $5,500.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Standard 1031 Exchange |
| Transaction based/ take rate | Pay-as-you-go | Reverse 1031 Exchange |
| Transaction based/ take rate | Pay-as-you-go | Improvement/Construction 1031 Exchange |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Exchange Resource Group product offering
Product offeringCore offering
Exchange Resource Group operates as a nationwide Qualified Intermediary (QI) that facilitates IRS-compliant Section 1031 tax-deferred exchanges for real estate investors. Core services include standard (forward/delayed) 1031 exchanges, Reverse 1031 exchanges using an Exchange Accommodation Titleholder (EAT) structure, and Improvement/Construction 1031 exchanges. The firm prepares exchange documentation, holds exchange funds in secure segregated accounts, tracks the 45-day identification and 180-day completion deadlines, and provides transaction support through closing.
Product overview
Exchange Resource Group operates as a nationwide Qualified Intermediary (QI) offering a unified platform of 1031 tax-deferred exchange services. The core offering consists of standard 1031 exchanges (forward/delayed exchanges) and Reverse 1031 exchanges, supplemented by improvement/construction exchange capabilities. The product suite includes supporting tools (Exchange Timeline Calculator, Capital Gains Calculator), the TaXadvantage documentation program, and educational content (brochures, monthly newsletters). All services include document preparation, secure fund holding, timeline tracking, transaction support, and audit protection. The company serves investors, CPAs, attorneys, real estate agents, brokers, and title professionals across multiple states with regional consultants in Colorado, Florida, and Texas.
Differentiator
Problem solved
Functional benefit
Products and services
- 1031 Exchange (Standard/Forward Delayed Exchange) Standard delayed 1031 exchange service covering the sale of an existing investment property and the first purchase of a replacement property. Includes document preparation, secure segregated holding of exchange funds, timeline tracking for the 45-day identification and 180-day completion windows, and transaction support from contract to closing. Fee starts at $950 per exchange.
- Reverse 1031 Exchange Complex reverse exchange service that allows investors to acquire a replacement property prior to selling their existing property, using an Exchange Accommodation Titleholder (EAT) structure per IRS Revenue Procedure 2000-37. Includes additional legal and accounting work, property holding costs, and facilitating improvements. Fee starts at $4,500.
- Improvement/Construction 1031 Exchange Exchange structure that permits investors to use tax-deferred exchange funds for improvements or construction on the replacement property, enabling property enhancement while deferring capital gains taxes. Fee starts at $5,500.
Quantifiable outcome
- 12,500+ successfully completed exchanges
- +2 more outcomes
Companies that use Exchange Resource Group
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles2 records
Exchange Resource Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Exchange Resource Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Federation of Exchange Accommodators (FEA)coreThe governing trade organization for the 1031 industry. Dan McCabe, Co-Founder and Vice President of ERG, served as past President of FEA.
Scale indicators4 records
Recent moves5 records
Expansion highlights6 records
Exchange Resource Group competitors and assessment
Company assessmentDirect peers
- IPX1031: One of the largest national Qualified Intermediaries, providing forward, reverse, and improvement 1031 exchanges nationwide. Directly comparable to ERG in core service offering, transaction-fee model, and target customer base of real estate investors and professional advisors.
- First American Exchange Company: 1031 exchange arm of First American Financial Corporation, providing full-service Qualified Intermediary capabilities. Directly comparable in core QI offering, with the additional advantage of being embedded within a large national title company.
- Exchange Services Inc. Long-established national Qualified Intermediary with a similar mix of forward, reverse, and construction exchanges. Comparable to ERG in target market, transaction-fee model, and emphasis on professional partnerships and education.
- Equity Advantage: National Qualified Intermediary offering standard, reverse, and construction 1031 exchanges with nationwide service. Closely comparable to ERG in product mix, fee structure, and reliance on CPA/attorney/broker referral networks.
- Asset Preservation, Inc. National Qualified Intermediary specializing in 1031 exchanges, including standard, reverse, and construction structures. Closely comparable in product breadth, fee tiers, and education/referral-driven go-to-market approach.
- 1031 Corporation: Mid-sized national Qualified Intermediary offering standard, reverse, and improvement 1031 exchanges. Directly comparable in product scope, fee structure, and target customer base of real estate investors served through professional referrals.
- Accruit: Specialist Qualified Intermediary and tax-deferred exchange services firm. Directly comparable to ERG in transaction-fee model, focus on 1031 exchanges, and multi-state service model for individual and institutional real estate investors.
Broad incumbents
- Stewart 1031 Exchange: 1031 exchange arm of Stewart Information Services Corporation, a major national title insurer. Comparable service offering to ERG with broader balance-sheet support, integrated title services, and nationwide infrastructure — represents a larger incumbent that competes with ERG on scale.
- WFG National Title Insurance Company: Large national title insurer that coordinates 1031 exchange closings and works alongside Qualified Intermediaries. Not a direct QI peer, but a close partner/competitor in the real estate transaction stack and a potential channel for or competitor to ERG's services.
Others
- The 1031 Investor: Founded by ERG's own consultant Dave Foster, this is a complementary education, content, and advisory resource for 1031 exchange investors — not a direct competitor, but ecosystem-adjacent and indicative of the educational/lead-generation layer that QI peers increasingly operate.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Exchange Resource Group social profiles
Digital presenceExchange Resource Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Exchange Resource Group leadership team
Management profileNumber of profiles
Profiles8 records
Exchange Resource Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Exchange Resource Group 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 Exchange Resource Group
What does Exchange Resource Group do?
Exchange Resource Group operates as a nationwide Qualified Intermediary (QI) that facilitates IRS-compliant Section 1031 tax-deferred exchanges for real estate investors. Core services include standard (forward/delayed) 1031 exchanges, Reverse 1031 exchanges using an Exchange Accommodation Titleholder (EAT) structure, and Improvement/Construction 1031 exchanges. The firm prepares exchange documentation, holds exchange funds in secure segregated accounts, tracks the 45-day identification and 180-day completion deadlines, and provides transaction support through closing.
Is Exchange Resource Group a public or private company?
Exchange Resource Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Exchange Resource Group founded?
Exchange Resource Group was founded in 2007. It employs 1 to 10 people.
Where is Exchange Resource Group based?
Exchange Resource Group is headquartered in Lakewood, United States, in the North America region.
How does Exchange Resource Group make money?
Three revenue lines are on record. 1031 Exchange Services are the primary driver. The others are reverse 1031 Exchange Services and improvement/Construction 1031 Exchange Services.
Who are Exchange Resource Group's main competitors?
Direct peers on record are IPX1031, First American Exchange Company, Exchange Services Inc., Equity Advantage, Asset Preservation, Inc., 1031 Corporation and Accruit. Broad incumbents are Stewart 1031 Exchange and WFG National Title Insurance Company. The 1031 Investor is listed as an others.
Does Exchange Resource Group have an API?
No public API is recorded for Exchange Resource Group.
What industry is Exchange Resource Group in?
Exchange Resource Group's product category is Qualified Intermediary Services. Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services. Its NAICS code is 523910 and its SIC code is 6531.