1031 Specialists

What 1031 Specialists does

1031 Specialists is a privately held Qualified Intermediary (QI) firm that facilitates Section 1031 like-kind real estate exchanges on behalf of sophisticated real estate investors and family offices across all 50 US states. Founded in 2022 and headquartered in Denver with a Long Island, NY area-code phone presence, the firm acts as the statutory intermediary that holds sale proceeds between the relinquished and replacement property closings, enabling clients to defer capital gains and depreciation-recapture taxes.

The company monetizes through three flat-fee exchange tiers: a Standard deferred exchange at $1,195, a Reverse exchange at $7,995, and an Improvement (build-to-suit) exchange at $9,995. Each tier includes unlimited tax optimization consulting, audit protection, an attorney guarantee, and a "pay when you close" money-back guarantee. Surrounding these core engagements is a library of roughly nine free web-based calculators and compliance tools — including a deadline tracker, partial (boot) calculator, depreciation recapture calculator, Form 8824 worksheet, 45-day identification validator, capital-gains comparison tool, debt-replacement calculator aimed at loan brokers, and a QI wire-fraud prevention checklist — which serve as SEO-driven lead-magnets. The platform is built on a standard web stack (Webflow front-end with at least one calculator hosted on Google Cloud Run), and the firm has codified a self-defined "1031 Specialist Standard" as its marketed fiduciary protocol.

The go-to-market is consultative direct sales (phone plus website qualification CTAs) layered over a content-marketing engine anchored on the "1031 Bible" whitepaper, a 1031 Masterclass at a separate educational domain, and a Refer & Earn program. Pricing is fully transparent and transaction-based with no subscription component. The firm self-reports 1,000+ exchanges completed and 25+ years of combined team experience; no institutional funding, headcount trend, or financial disclosures are present in the source material.

Name

1031 Specialists

Legal name

1031 Specialists

Website

https://1031specialists.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

1031 Specialists is a privately held Qualified Intermediary firm facilitating Section 1031 like-kind real estate exchanges for sophisticated investors and family offices across all 50 US states, offering flat-fee exchange services and tax-compliance calculators.

Ownership category

akta.pro rank

Product category

Qualified Intermediary Services

NAICS

Offices of Real Estate Agents and Brokers (5312)

SIC

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

akta.pro primary industry

1031 Exchange Intermediary Services (BPAJAOAL)

akta.pro secondary industry

Closing Coordination & Transaction Management (Broker/Agent Support) (BPAJAOAH)

Keywords

• 1031 exchange services
• Qualified intermediary
• Like-kind exchange
• Real estate tax deferral
• Exchange accommodation titleholder

Headquarters

HQ city

Denver

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. Standard Exchange Services: Flat fee for standard deferred exchange where client sells existing property first, then buys replacement property. Includes unlimited tax optimization consulting.
2. Reverse Exchange Services: Flat fee for reverse exchange where client buys replacement property first, then sells existing property. Includes exchange accommodation titleholder creation, unlimited tax optimization consulting, audit protection, and attorney guarantee.
3. Improvement Exchange Services: Flat fee for improvement/build-to-suit exchange where exchange equity funds property improvements or development. Includes exchange accommodation titleholder creation.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

1031 Specialists operates as a Qualified Intermediary (QI) firm facilitating IRS Section 1031 like-kind real estate exchanges for property investors. It sells three flat-fee exchange services — Standard Exchange, Reverse Exchange, and Improvement Exchange — and supports them with unlimited tax optimization consulting, audit protection, attorney guarantee, and a suite of web-based exchange calculators and compliance tools.

Product overview

1031 Specialists operates as a Qualified Intermediary (QI) firm offering 1031 like-kind exchange services for real estate investors. The core offering consists of three exchange types: Standard Exchange ($1,195), Reverse Exchange ($7,995), and Improvement Exchange ($9,995). Supporting the exchange services is a suite of financial calculators including the 1031 Exchange Calculator, Depreciation Recapture Calculator, Form 8824 Worksheet Calculator, Partial 1031 Boot Calculator, 45-Day Identification Validator, Capital Gains vs. 1031 Exchange Comparison, Exchange Deadline Tracker, Debt Replacement Calculator, and Wire-Fraud Prevention Checklist. The company also provides educational resources including the 1031 Bible and 1031 Masterclass.

Differentiator

Problem solved

Functional benefit

Products and services

• Standard Exchange Flat-fee Qualified Intermediary service for the most common 1031 exchange structure: the investor sells the relinquished property first and acquires the replacement property second. Priced at $1,195 with unlimited tax optimization consulting, audit protection, attorney guarantee, and a 'pay when you close' money-back guarantee.
• Reverse Exchange Flat-fee Qualified Intermediary service where the replacement property is acquired first and the relinquished property is sold second, requiring creation of an exchange accommodation titleholder (EAT). Priced at $7,995 and includes EAT creation, unlimited tax optimization consulting, audit protection, and attorney guarantee.
• Improvement Exchange Flat-fee Qualified Intermediary service in which exchange equity is used to fund improvements or development of the replacement property before the exchange closes. Priced at $9,995 and includes exchange accommodation titleholder creation along with the standard audit protection and consulting support.

Quantifiable outcome

• Over 1,000 successful exchanges with zero unsatisfied clients
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Asset Preservation, Inc. Long-standing independent Qualified Intermediary specializing in like-kind exchanges across all 50 states. Closely comparable service catalog and target customer (sophisticated real estate investors).
• IPX1031: One of the largest independent Qualified Intermediaries in the U.S., facilitating standard, reverse, and improvement 1031 exchanges nationwide. Directly comparable product set, customer base, and per-transaction fee model.
• Investment Property Exchange Services (IPES): Independent QI firm facilitating 1031 exchanges nationwide. Comparable flat-fee service model and emphasis on real estate investor clientele.
• Exchange Services Corporation: Independent QI firm offering standard, reverse, and improvement 1031 exchanges. Comparable service model, fee structure, and investor focus.
• Chicago Exchange Companies: Independent Qualified Intermediary focused on 1031 like-kind exchanges for real estate investors, including reverse and improvement exchanges. Closely aligned service model and customer segment.

Broad incumbents

• First American Exchange Company: Exchange arm of First American Financial, a major national title insurance group. Competes in the same QI space but benefits from distribution through First American's title and escrow network.
• WFG National Title Exchange: Exchange services within WFG's national title and escrow network. Comparable 1031 offerings with strong referral sourcing from real estate attorneys and brokers.
• Old Republic Exchange Company: QI services offered through Old Republic National Title, a top-tier U.S. title insurer. Competes in the same 1031 market with the advantage of an extensive title and escrow distribution platform.
• Fidelity National Exchange: Exchange business within Fidelity National Financial, leveraging the largest U.S. title insurance franchise to source 1031 exchange clients. Comparable offering but with significantly broader balance sheet and brand reach.

Others

• 1031 Crowdfunding / Equity Multiple: Adjacent real estate investment platform enabling investors to defer gains via 1031 into DST and fractional offerings. Not a direct QI competitor, but overlaps with sophisticated-investor demand for tax-deferred real estate strategies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/1031-specialists

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

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 Specialists