1031 Exchange Place

What 1031 Exchange Place does

1031 Exchange Place, LLC is a privately held Qualified Intermediary and tax-deferred exchange advisory firm headquartered in Midvale, Utah, founded in 1997. The company facilitates Section 1031 like-kind exchanges for U.S. real estate investors, acting as the third-party intermediary that holds exchange proceeds in segregated accounts and coordinates documentation, fund transfers, and closing logistics to preserve IRS compliance. Its core product is end-to-end exchange facilitation, with publicly disclosed flat-fee pricing of $750 for forward exchanges and starting at $7,500 for reverse exchanges.

The company's service portfolio extends beyond Qualified Intermediary work into a broad real estate investment structure marketplace, including Tenants in Common (TIC) properties, Delaware Statutory Trust (DST) offerings, Triple Net Lease (NNN) properties, REIT investments, 721 UPREIT, Qualified Opportunity Funds (QOF), and self-directed IRA/401(k) real estate. It supports six exchange types (Delayed, Simultaneous, Partial, Construction, Improvement, Reverse) and offers a Replacement Property Assistance Program that connects clients to an affiliate network of 1031 specialists. Customer segments include active real estate investors seeking tax deferral, high-net-worth property owners looking to preserve equity, investors transitioning to passive income (TIC/DST/NNN), and non-accredited investors accessing commercial real estate at $50,000-$100,000 minimums.

Commercially, 1031 Exchange Place operates a sales-led, direct-to-consumer model with a 1-800 inbound phone line and website contact forms, supported by a content-marketing apparatus (articles, FAQs, glossary, insights, calculators). The firm is privately held, has 11-50 employees, no disclosed institutional investors, no parent company, and no recorded M&A or funding activity. Revenue is not publicly disclosed; the business model is transactional professional services revenue (per-exchange fees) plus likely referral economics on TIC/DST/NNN placements. Geographic reach is nationwide from a single Utah headquarters.

Name

1031 Exchange Place

Legal name

1031 Exchange Place, LLC

Website

https://1031ex.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

1031 Exchange Place is a privately held Qualified Intermediary firm founded in 1997 that facilitates Section 1031 tax-deferred real estate exchanges and offers TIC, DST, NNN, and REIT replacement property solutions to U.S. real estate investors nationwide from its Midvale, Utah headquarters.

Ownership category

akta.pro rank

Product category

1031 Exchange Services

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

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

akta.pro primary industry

1031 Exchange Intermediary Services (BPAJAOAL)

akta.pro secondary industry

REITs & Listed Real Estate Securities (FSAAAKAD)

Keywords

• 1031 exchange services
• Qualified intermediary services
• Real estate tax deferral
• Like-kind exchange
• Replacement property assistance

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Qualified Intermediary Fees: The company charges flat fees for acting as Qualified Intermediary in 1031 exchanges. Forward exchanges are charged at a flat rate for setup including the sale of one relinquished property. Reverse exchanges and construction/improvement exchanges are priced based on complexity and financing involvement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

1031 Exchange Place acts as a Qualified Intermediary facilitating IRS Section 1031 like-kind exchanges, holding sale proceeds in segregated accounts, preparing exchange documentation, and coordinating closings on behalf of real estate investors. The company also provides structured access to replacement property options through TIC, DST, NNN, REIT, QOF, and self-directed IRA/401(k) real estate investments, supported by an affiliate network of specialists with over 20 years of industry experience.

Product overview

1031 Exchange Place operates as a Qualified Intermediary and investment advisory platform offering a comprehensive suite of 1031 tax-deferred exchange services and real estate investment structures. The core offering is the 1031 Exchange Services platform, which facilitates tax-deferred like-kind exchanges of investment real estate through Qualified Intermediary support. This core service is supplemented by Replacement Property Assistance for identifying suitable properties, and complemented by multiple investment structure options including TIC (Tenants in Common) Properties for fractional ownership, DST (Delaware Statutory Trust) for passive institutional-quality real estate ownership, NNN (Triple Net Lease) Properties for passive income, REIT Investments, and IRA/401k self-directed real estate options. The company also offers six distinct exchange types (Delayed, Simultaneous, Partial, Construction, Improvement, and Reverse exchanges) to accommodate various investor scenarios, along with Tax Mitigation Strategies covering capital gains, depreciation, and charitable giving approaches. Pricing is transparent with flat fees starting at $750 for forward exchanges. Founded in 1997, the company serves investors nationally from its Midvale, Utah headquarters.

Differentiator

Problem solved

Functional benefit

Products and services

• 1031 Exchange Services

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Asset Preservation, Inc. Specialized Qualified Intermediary and national 1031 exchange accommodator offering forward, reverse, and improvement exchanges. Direct competitor with overlapping service menu and similar institutional-quality property placement capabilities.
• Starker Services: Family-owned Qualified Intermediary offering 1031 exchange facilitation and replacement property assistance. Closely comparable to 1031 Exchange Place in operating model, longevity, and emphasis on personalized advisory support.
• IPX1031 (Investment Property Exchange Services): One of the largest independent Qualified Intermediaries in the US, offering all 1031 exchange types nationwide with a comparable fee structure and similar national service model. Direct head-to-head competitor for both forward and reverse exchanges.
• Equity Advantage: Direct QI competitor headquartered in the Pacific Northwest, offering 1031 exchange facilitation, DST investments, and replacement property services across the same investor base. Competes on similar fee economics and personalized advisory model.
• Kay Properties and Investments: Specialized DST and 1031 investment placement firm, directly competing in the DST/TIC brokerage layer that 1031 Exchange Place also serves. Targets the same passive-income-seeking 1031 exchanger segment with a focused institutional-property placement platform.
• Chicago Deferred Exchange Company (CDE): Long-established direct QI competitor providing forward, reverse, and improvement 1031 exchanges with replacement property advisory services. Comparable independent operator with similar fee-for-service model and national service coverage.

Broad incumbents

• First American Exchange Company: Exchange arm of First American Financial Corporation (a Fortune 500 title insurance company). Leverages parent company's massive title and escrow infrastructure to deliver QI services at national scale, representing significant competitive pressure on independent QIs like 1031 Exchange Place.
• Fidelity National Title 1031 Exchange: 1031 exchange services division of Fidelity National Financial, the largest US title insurance underwriter. Bundles QI services with title and escrow offerings, creating a captive referral pipeline that smaller independent QIs cannot easily replicate.
• Old Republic National Title 1031 Exchange: QI services offered through Old Republic National Title Insurance Company, providing exchange facilitation integrated with title and escrow infrastructure. Large-scale incumbent competitor leveraging established title company distribution.
• WFG National Title 1031 Exchange: Title-company-affiliated QI offering exchange facilitation through a national title insurance network. Competes with 1031 Exchange Place by bundling QI services with title and closing, providing operational efficiencies and integrated closing workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/1031-exchange-place

Revenue estimate

Valuation estimate

Number of profiles

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 1031 Exchange Place