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Commercial Partners Exchange Company1031

Full company profile

uuid002jz6f

Namestring
Commercial Partners Exchange Company1031
Legal namestring
CPEC1031, LLC
Websiteurl
cpec1031.com
Company typeenum
Private
Founded yearint
1998
Descriptiontext

CPEC1031, LLC, operating under the alternative name Commercial Partners Exchange Company, LLC, is a Minneapolis-based qualified intermediary that facilitates tax-deferred like-kind exchanges of real property under IRC Section 1031. The firm serves real estate investors, business property owners, and passive investors nationwide through four primary exchange structures: forward exchanges, reverse exchanges, build-to-suit construction exchanges, and Delaware Statutory Trust (DST) exchanges, supplemented by third-party administrator services. An attorney-led team of eight, headed by President Jeffrey R. Peterson (J.D., University of Minnesota; adjunct tax law professor at Mitchell Hamline College of Law), delivers exchange documentation, segregated escrow custody, and coordination with clients' attorneys, CPAs, and real estate professionals.

The business model is professional services fee-based, with no public pricing or revenue disclosure; quotes are transaction-specific. Distribution is direct-to-client from the Minneapolis headquarters (222 South 9th St, Suite 4050) with nationwide coverage, supplemented by a referral network of financial advisors and an extensive content marketing operation spanning a blog, webinars, infographics, calculators, newsletters, and live workshops (e.g., the May 2026 SPAAR session in Rochester, MN). Operational safeguards include segregated bank escrow accounts, $1M Fidelity Bond coverage, $1M Errors & Omissions coverage, and $1M Cyber Liability coverage, and the firm holds BBB accreditation. CPEC1031 is privately held with no disclosed funding rounds, no M&A activity, no subsidiaries, and no proprietary technology platform or AI/ML capabilities, and is therefore a stable, advisor-referred professional services practice rather than a scaling technology-enabled business.

Short descriptiontext

CPEC1031, LLC is a Minneapolis-based, attorney-led qualified intermediary that facilitates IRC Section 1031 like-kind real estate exchanges nationwide for real estate investors, business property owners, and passive investors, using a small 8-person professional services team.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersMinneapolis, United States
HQ citystring
Minneapolis
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
1031 exchange services, qualified intermediary services, like-kind exchanges, real estate tax deferral, Delaware Statutory Trusts
Industry1 code
11031 Exchange Intermediary Services
CodeBPAJAOALPrimaryYes
NAICS code1 code
  • Trusts, Estates, and Agency Accounts525920
SIC code1 code
  • Real Estate Agents & Managers (For Others)6531
Product category
Real Estate Tax-Deferred Exchange Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Qualified Intermediary Services
TypeProfessional Services
Description

Fees for facilitating 1031 exchanges as a qualified intermediary. The company handles exchange funds in segregated escrow accounts, prepares documentation, and ensures IRS compliance throughout the exchange process.

cpec1031.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Others
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

CPEC1031, LLC acts as a qualified intermediary facilitating IRS Section 1031 like-kind exchanges of real property, enabling real estate investors and business owners to defer capital gains taxes when selling investment or business-use property and acquiring replacement property. The firm handles exchange funds in segregated escrow accounts, prepares required documentation, and coordinates with clients' attorneys, CPAs, and financial advisors to ensure regulatory compliance throughout the exchange process, delivering services nationwide from its Minneapolis headquarters.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Up to 100% capital gains tax deferral on qualifying exchanges
Product overview1 text field

CPEC1031, LLC operates as a unified qualified intermediary service offering, providing a single integrated suite of 1031 exchange facilitation services rather than a modular software platform. The core offering consists of four primary exchange structures: Forward Exchanges, Reverse Exchanges, Build-to-Suit Construction Exchanges, and Delaware Statutory Trust (DST) Exchanges. These are supported by Third Party Administrator services for exchange documentation and fund management. Supplementary educational resources including calculators (45/180 day, capital gains), a glossary, FAQs, webinars, and infographics round out the service portfolio. All services are delivered by attorney-led qualified intermediaries with nationwide coverage.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
Strategic tierMinorTypeStrategic or Co-development Partner
Description

Jeffrey R. Peterson serves as adjunct tax law professor at Mitchell Hamline College of Law, indicating an educational partnership for tax law instruction.

Strategic tierMinorTypeStrategic or Co-development Partner
Description

Jeffrey R. Peterson serves as instructor for Kaplan Real Estate Education, providing professional education on 1031 exchanges and real estate topics.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles8 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Commercial Partners Exchange Company1031

Real Estate Tax-Deferred Exchange Servicescpec1031.com

CPEC1031, LLC is a Minneapolis-based, attorney-led qualified intermediary that facilitates IRC Section 1031 like-kind real estate exchanges nationwide for real estate investors, business property owners, and passive investors, using a small 8-person professional services team.

What Commercial Partners Exchange Company1031 does

CPEC1031, LLC, operating under the alternative name Commercial Partners Exchange Company, LLC, is a Minneapolis-based qualified intermediary that facilitates tax-deferred like-kind exchanges of real property under IRC Section 1031. The firm serves real estate investors, business property owners, and passive investors nationwide through four primary exchange structures: forward exchanges, reverse exchanges, build-to-suit construction exchanges, and Delaware Statutory Trust (DST) exchanges, supplemented by third-party administrator services. An attorney-led team of eight, headed by President Jeffrey R. Peterson (J.D., University of Minnesota; adjunct tax law professor at Mitchell Hamline College of Law), delivers exchange documentation, segregated escrow custody, and coordination with clients' attorneys, CPAs, and real estate professionals.

The business model is professional services fee-based, with no public pricing or revenue disclosure; quotes are transaction-specific. Distribution is direct-to-client from the Minneapolis headquarters (222 South 9th St, Suite 4050) with nationwide coverage, supplemented by a referral network of financial advisors and an extensive content marketing operation spanning a blog, webinars, infographics, calculators, newsletters, and live workshops (e.g., the May 2026 SPAAR session in Rochester, MN). Operational safeguards include segregated bank escrow accounts, $1M Fidelity Bond coverage, $1M Errors & Omissions coverage, and $1M Cyber Liability coverage, and the firm holds BBB accreditation. CPEC1031 is privately held with no disclosed funding rounds, no M&A activity, no subsidiaries, and no proprietary technology platform or AI/ML capabilities, and is therefore a stable, advisor-referred professional services practice rather than a scaling technology-enabled business.

Commercial Partners Exchange Company1031 firmographics

Firmographics
Name
Commercial Partners Exchange Company1031
Legal name
CPEC1031, LLC
Website
https://cpec1031.com
Company type
Private
Founded year
1998
Operating status
Operating
Headcount range
1–10 employees
Short description
CPEC1031, LLC is a Minneapolis-based, attorney-led qualified intermediary that facilitates IRC Section 1031 like-kind real estate exchanges nationwide for real estate investors, business property owners, and passive investors, using a small 8-person professional services team.
Ownership category
akta.pro rank

Commercial Partners Exchange Company1031 industry classification

Industry
Product category
Real Estate Tax-Deferred Exchange Services
NAICS
Trusts, Estates, and Agency Accounts (525920)
SIC
Real Estate Agents & Managers (For Others) (6531)
akta.pro primary industry
1031 Exchange Intermediary Services (BPAJAOAL)

Keywords

  • 1031 exchange services
  • Qualified intermediary services
  • Like-kind exchanges
  • Real estate tax deferral
  • Delaware Statutory Trusts

Where Commercial Partners Exchange Company1031 is headquartered

Location

Headquarters

HQ city
Minneapolis
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Commercial Partners Exchange Company1031 business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

  1. Qualified Intermediary Services: Fees for facilitating 1031 exchanges as a qualified intermediary. The company handles exchange funds in segregated escrow accounts, prepares documentation, and ensures IRS compliance throughout the exchange process.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Commercial Partners Exchange Company1031 product offering

Product offering

Core offering

CPEC1031, LLC acts as a qualified intermediary facilitating IRS Section 1031 like-kind exchanges of real property, enabling real estate investors and business owners to defer capital gains taxes when selling investment or business-use property and acquiring replacement property. The firm handles exchange funds in segregated escrow accounts, prepares required documentation, and coordinates with clients' attorneys, CPAs, and financial advisors to ensure regulatory compliance throughout the exchange process, delivering services nationwide from its Minneapolis headquarters.

Product overview

CPEC1031, LLC operates as a unified qualified intermediary service offering, providing a single integrated suite of 1031 exchange facilitation services rather than a modular software platform. The core offering consists of four primary exchange structures: Forward Exchanges, Reverse Exchanges, Build-to-Suit Construction Exchanges, and Delaware Statutory Trust (DST) Exchanges. These are supported by Third Party Administrator services for exchange documentation and fund management. Supplementary educational resources including calculators (45/180 day, capital gains), a glossary, FAQs, webinars, and infographics round out the service portfolio. All services are delivered by attorney-led qualified intermediaries with nationwide coverage.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

  • Up to 100% capital gains tax deferral on qualifying exchanges

Companies that use Commercial Partners Exchange Company1031

Customer profile

Segments3 records

Ideal customer profiles3 records

Commercial Partners Exchange Company1031 technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Commercial Partners Exchange Company1031 partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered minor.

  • Mitchell Hamline College of LawminorStrategic or Co-development PartnerJeffrey R. Peterson serves as adjunct tax law professor at Mitchell Hamline College of Law, indicating an educational partnership for tax law instruction.
  • Kaplan Real Estate EducationminorStrategic or Co-development PartnerJeffrey R. Peterson serves as instructor for Kaplan Real Estate Education, providing professional education on 1031 exchanges and real estate topics.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Commercial Partners Exchange Company1031 competitors and assessment

Company assessment

Market position

Strengths4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Commercial Partners Exchange Company1031 social profiles

Digital presence

Commercial Partners Exchange Company1031 financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Commercial Partners Exchange Company1031 leadership team

Management profile

Number of profiles

Profiles8 records

Commercial Partners Exchange Company1031 funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Commercial Partners Exchange Company1031 M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Commercial Partners Exchange Company1031

What does Commercial Partners Exchange Company1031 do?

CPEC1031, LLC acts as a qualified intermediary facilitating IRS Section 1031 like-kind exchanges of real property, enabling real estate investors and business owners to defer capital gains taxes when selling investment or business-use property and acquiring replacement property. The firm handles exchange funds in segregated escrow accounts, prepares required documentation, and coordinates with clients' attorneys, CPAs, and financial advisors to ensure regulatory compliance throughout the exchange process, delivering services nationwide from its Minneapolis headquarters.

Is Commercial Partners Exchange Company1031 a public or private company?

Commercial Partners Exchange Company1031 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Commercial Partners Exchange Company1031 founded?

Commercial Partners Exchange Company1031 was founded in 1998. It employs 1 to 10 people.

Where is Commercial Partners Exchange Company1031 based?

Commercial Partners Exchange Company1031 is headquartered in Minneapolis, United States, in the North America region.

How does Commercial Partners Exchange Company1031 make money?

One revenue line is on record: qualified Intermediary Services.

Does Commercial Partners Exchange Company1031 have an API?

No public API is recorded for Commercial Partners Exchange Company1031.

What industry is Commercial Partners Exchange Company1031 in?

Commercial Partners Exchange Company1031's product category is Real Estate Tax-Deferred Exchange Services. Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services. Its NAICS code is 525920 and its SIC code is 6531.

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