Investors 1031 Exchange
Investors 1031 Exchange is a privately held Qualified Intermediary firm that facilitates Section 1031 tax-deferred real estate exchanges — Forward, Reverse, and Build-to-Suit — for SMB real estate investors across multiple U.S. states, supported by consultation, document portal, and educational webinar services.
- Company typePrivate
- Founded2015
- HeadquartersSolana Beach, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Investors 1031 Exchange does
Investors 1031 Exchange, Inc. is a privately held Qualified Intermediary firm specializing in tax-deferred real estate exchanges under Section 1031 of the Internal Revenue Code. Founded in 2015 and headquartered in Solana Beach, California, the company facilitates Forward (delayed/starker), Reverse, and Build-to-Suit/Improvement exchanges for real estate investors seeking to defer capital gains taxes on investment property sales. It also offers Investment Real Estate Consultation and supporting client tooling including a secure Deal Room document portal, opt-in SMS status notifications, and the recurring Virtual 1031 Exchange Lounge webinar series.
The company's core technology is limited and operational rather than differentiated: a document upload and disbursement portal, SMS messaging, and an extensive content/blog library. No proprietary AI/ML capabilities, APIs, or software products are disclosed. The platform architecture is conventional client-experience tooling layered on top of a fundamentally human-led transaction execution service.
The business model is professional services: the firm earns fees for acting as Qualified Intermediary to hold exchange funds, execute transactional logistics, and coordinate with strategic banking partners for fund security. Pricing is not publicly disclosed but the firm emphasizes 'reasonable fees' and uniquely 'free' consultations as competitive differentiators. The go-to-market is sales-led and direct, combining educational content marketing (blogs, webinars, seminars targeting real estate professionals) with bottom-of-funnel free consultations and onboarding forms. The primary customer segment is horizontal — SMB individual real estate investors across the U.S. The firm operates from offices in Solana Beach, Los Angeles, and Draper, Utah, with the website referencing service to Nevada and Michigan as well.
Investors 1031 Exchange firmographics
Firmographics- Name
- Investors 1031 Exchange
- Legal name
- Investors 1031 Exchange, Inc.
- Website
- https://i1031x.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Investors 1031 Exchange is a privately held Qualified Intermediary firm that facilitates Section 1031 tax-deferred real estate exchanges — Forward, Reverse, and Build-to-Suit — for SMB real estate investors across multiple U.S. states, supported by consultation, document portal, and educational webinar services.
- Ownership category
- akta.pro rank
Investors 1031 Exchange industry classification
Industry- Product category
- Tax-deferred real estate exchange services (Qualified Intermediary services)
- NAICS
- Miscellaneous Intermediation (52391)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- 1031 Exchange Intermediary Services (BPAJAOAL)
Keywords
Where Investors 1031 Exchange is headquartered
LocationHeadquarters
- HQ city
- Solana Beach
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Investors 1031 Exchange 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 Services: The company generates revenue through fees charged for facilitating 1031 tax-deferred exchanges. Services include Forward 1031 Exchange (delayed/starker exchange), Reverse 1031 Exchange, Build to Suit/Improvement Exchange, and Investment Real Estate Consultation. The company emphasizes 'reasonable fee' pricing while providing transactional execution, exchanger interaction/logistics, and strategic banking relationships for fund security.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Investors 1031 Exchange product offering
Product offeringCore offering
Investors 1031 Exchange is a Qualified Intermediary (accommodator) that facilitates Internal Revenue Code Section 1031 tax-deferred real estate exchanges for owners of investment or business-use property. Its core offerings are Forward (delayed/Starker) 1031 Exchanges, Reverse 1031 Exchanges, and Build-to-Suit/Improvement 1031 Exchanges, supported by Investment Real Estate Consultation, a secure Deal Room document portal, and SMS exchange-status notifications.
Product overview
Investors 1031 Exchange provides a suite of tax-deferred exchange services centered around Section 1031 of the Internal Revenue Code. The core offerings include Forward 1031 Exchanges (delayed exchanges), Reverse 1031 Exchanges (for acquiring replacement property before selling), and Build-to-Suit/Improvement Exchanges (allowing improvements on replacement properties). Supporting services include Investment Real Estate Consultation, a Deal Room platform for secure document management, SMS text notification services, and educational webinars via the Virtual 1031 Exchange Lounge. The company operates as a Qualified Intermediary facilitating exchanges with offices in California, Nevada, Utah, and Michigan.
Differentiator
Problem solved
Functional benefit
Products and services
- Forward 1031 Exchange The most common type of 1031 exchange, also called a delayed or Starker exchange; allows investors to sell a relinquished property and reinvest the proceeds into a like-kind replacement property to defer capital gains tax.
- Reverse 1031 Exchange A reverse exchange where the investor acquires the replacement property first and then has 45 days to identify the relinquished property they will sell.
- Build to Suit / Improvement 1031 Exchange An exchange that allows taxpayers to make improvements to the replacement property utilizing the sale proceeds of the relinquished property.
- Investment Real Estate Consultation Professional consultation services to help investors align their goals and strategies for investment real estate, including 1031 exchange planning.
Companies that use Investors 1031 Exchange
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles1 record
Investors 1031 Exchange technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Investors 1031 Exchange partnerships and signals
Strategic signalRecent moves6 records
Expansion highlights4 records
Investors 1031 Exchange competitors and assessment
Company assessmentDirect peers
- IPX1031: National 1031 QI firm providing forward, reverse, and construction/improvement exchanges with a focus on personal service — competes head-to-head with Investors 1031 Exchange in the same SMB real estate investor segment.
- National 1031 Exchange: National QI offering forward and reverse 1031 exchange accommodation across multiple states — directly comparable offering profile and target customer base.
- Starker 1031 Exchange: Boutique Qualified Intermediary facilitating 1031 exchanges including forward, reverse, and improvement structures — competing in the same SMB real estate investor market with a comparable personalized-service model.
- Asset Preservation, Inc. Long-established national Qualified Intermediary providing 1031 exchange accommodation and related tax-deferred exchange services — closest direct competitor with comparable multi-product offerings.
- 1031 Exchange (formerly First American Exchange): One of the oldest and largest Qualified Intermediaries in the U.S., offering forward, reverse, and improvement 1031 exchanges to real estate investors — directly comparable service suite to Investors 1031 Exchange.
- Mid-States Exchange Services: Mid-sized regional Qualified Intermediary serving real estate investors with 1031 exchange facilitation — a comparable sized peer with overlapping forward/reverse exchange product offerings.
- Capital Gains Tax Services: Specialized 1031 exchange accommodator focused on real estate investors — competes on the same core service offerings (forward/reverse exchanges) with comparable boutique positioning.
Regional players
- Exchange Authority (Pacific Exchange) / The 1031 Center: Regional Qualified Intermediary serving West Coast real estate investors with 1031 exchange services — comparable service mix with a similar California/Western geographic concentration.
Broad incumbents
- Equity Trust Company: Diversified self-directed IRA custodian that also offers 1031 exchange services as part of a broader retirement/tax-advantaged account platform — overlaps with Investors 1031 Exchange on 1031 QI but operates at much greater scale.
Emerging players
- IRA Advantage: Specialized firm offering self-directed IRAs and 1031 exchange accommodation as a focused boutique — comparable size and target market to Investors 1031 Exchange with similar service orientation.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
Investors 1031 Exchange financial estimates
Financial estimateRevenue estimate
Valuation estimate
Investors 1031 Exchange leadership team
Management profileNumber of profiles
Profiles2 records
Investors 1031 Exchange funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Investors 1031 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 Investors 1031 Exchange
What does Investors 1031 Exchange do?
Investors 1031 Exchange is a Qualified Intermediary (accommodator) that facilitates Internal Revenue Code Section 1031 tax-deferred real estate exchanges for owners of investment or business-use property. Its core offerings are Forward (delayed/Starker) 1031 Exchanges, Reverse 1031 Exchanges, and Build-to-Suit/Improvement 1031 Exchanges, supported by Investment Real Estate Consultation, a secure Deal Room document portal, and SMS exchange-status notifications.
Is Investors 1031 Exchange a public or private company?
Investors 1031 Exchange is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Investors 1031 Exchange founded?
Investors 1031 Exchange was founded in 2015. It employs 1 to 10 people.
Where is Investors 1031 Exchange based?
Investors 1031 Exchange is headquartered in Solana Beach, United States, in the North America region.
How does Investors 1031 Exchange make money?
One revenue line is on record: 1031 Exchange Services.
Who are Investors 1031 Exchange's main competitors?
Direct peers on record are IPX1031, National 1031 Exchange, Starker 1031 Exchange, Asset Preservation, Inc., 1031 Exchange (formerly First American Exchange), Mid-States Exchange Services and Capital Gains Tax Services. Exchange Authority (Pacific Exchange) / The 1031 Center is listed as a regional player. Equity Trust Company is listed as a broad incumbent. IRA Advantage is listed as an emerging player.
Does Investors 1031 Exchange have an API?
No public API is recorded for Investors 1031 Exchange.
What industry is Investors 1031 Exchange in?
Investors 1031 Exchange's product category is Tax-deferred real estate exchange services (Qualified Intermediary services). Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services. Its NAICS code is 52391 and its SIC code is 6199.