Equity 1031 Exchange
Equity 1031 Exchange is a Qualified Intermediary that facilitates federal tax-deferred 1031 property exchanges nationwide for individual real estate investors and the realtors, brokers, title agents, and attorneys who serve them.
- Company typePrivate
- Founded1997
- HeadquartersFort Myers, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Equity 1031 Exchange does
Equity 1031 Exchange, LLC (formerly Midland 1031, LLC) is a federally Qualified Intermediary that facilitates tax-deferred 1031 property exchanges under IRS Regulation section 1.1031(k)-1(g)(4). Founded in fall 1997 on Sanibel Island, Florida and now headquartered in Fort Myers, the firm operates nationwide across all 50 states and is affiliated with parent company Equity Trust Company. It serves individual real estate investors — including holders of rental, vacation, and land assets — and the realtors, brokers, title agents, and attorneys who advise them. The company employs 1-10 people, including 2 Certified Exchange Specialists (CES) and staff with over 50 years of combined experience.
The company's core service offerings span three regulated exchange structures: the Standard Delayed Exchange (replacement property closing within 180 days of relinquished property sale), the trademarked Equity 1031 Reverse Exchange™ (buy-first, sell-later structure under IRS Revenue Procedure 2000-37), and the Improvement Exchange (build-to-suit with proceeds funding capital improvements via an Exchange Accommodation Titleholder). Supporting infrastructure is web-based and includes secure fund-holding, exchange coordination with closing agents, a self-service Capital Gains Calculator, a downloadable 1031 Exchange Guide, weekly live and on-demand webinars via On24, a video library, and case-study content. The firm also holds fidelity bond and professional insurance coverage.
Equity 1031 Exchange generates revenue through professional-services fees charged for acting as Qualified Intermediary, with transaction sizes ranging from under $100,000 to over $10 million. Go-to-market is hybrid: direct, consultative sales (online form plus one-business-day response, Calendly scheduling, phone outreach) combined with content marketing (blog, webinars, video, guides, calculator) and a structured Referral Rock referral program that pays $225 per completed exchange to real estate professionals. Customers initiate contact through web forms and are funneled into 1:1 specialist sessions.
Equity 1031 Exchange firmographics
Firmographics- Name
- Equity 1031 Exchange
- Legal name
- Equity 1031 Exchange, LLC
- Website
- https://getequity1031.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Equity 1031 Exchange is a Qualified Intermediary that facilitates federal tax-deferred 1031 property exchanges nationwide for individual real estate investors and the realtors, brokers, title agents, and attorneys who serve them.
- Ownership category
- akta.pro rank
Equity 1031 Exchange industry classification
Industry- Product category
- Qualified Intermediary Services
- NAICS
- Miscellaneous Intermediation (52391)
- akta.pro primary industry
- 1031 Exchange Intermediary Services (BPAJAOAL)
Keywords
Where Equity 1031 Exchange is headquartered
LocationHeadquarters
- HQ city
- Fort Myers
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Equity 1031 Exchange business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Qualified Intermediary Service Fees: Fees charged for acting as Qualified Intermediary for 1031 exchanges, handling exchange setup, fund holding, and coordination with closing agents. Request 3-5 business days to set up a Standard Exchange.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Referral Program |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
Equity 1031 Exchange product offering
Product offeringCore offering
Equity 1031 Exchange is a Qualified Intermediary (QI) that facilitates tax-deferred property exchanges under IRS Section 1031. It holds exchange funds in trust, coordinates transaction documentation with closing agents, and supports exchangers through Standard Delayed, Reverse, and Improvement exchanges nationwide. The company also supports exchanges into Delaware Statutory Trust (DST) fractional interests for passive real estate exposure.
Product overview
Equity 1031 Exchange is a Qualified Intermediary (QI) service that facilitates tax-deferred property exchanges under IRS Section 1031. The core offering consists of three main exchange types: Standard Delayed Exchange (the most common, where replacement property closes within 180 days), the branded Equity 1031 Reverse Exchange™ (buy-first-sell-later structure), and Improvement Exchange (also called Build-to-Suit, allowing proceeds to fund property improvements). The company operates as part of Equity Trust Company and was formerly known as Midland 1031, LLC. Supporting the core exchange services, the company provides a Capital Gains Calculator for estimating tax savings, a free downloadable 1031 Exchange Guide, educational webinars, a video library, a Referral Program (via Referral Rock), and Case Studies. The company holds fidelity bond and professional insurance coverage and facilitates exchanges nationwide for properties ranging from under $100,000 to over $10 million.
Differentiator
Problem solved
Functional benefit
Products and services
- Standard Delayed Exchange The most common 1031 exchange type, in which the replacement property closes within 180 days of the relinquished property sale, deferring all federal and state capital gains taxes when the replacement property is of equal or greater value. Targeted at real estate investors selling investment, rental, or business-use property.
- Equity 1031 Reverse Exchange A buy-first, sell-later exchange structure executed under IRS Revenue Procedure 2000-37, allowing investors to acquire a replacement property before selling their existing one and still defer capital gains taxes. Suited for investors who must secure a replacement quickly or in competitive markets.
- Improvement Exchange Also known as a Build-to-Suit exchange, this service uses proceeds from the relinquished property to acquire the replacement property and fund desired improvements, with the replacement property held by an Exchange Accommodation Titleholder (EAT) until improvements are completed. Targeted at investors re-deploying equity into upgraded or value-add properties.
- Delaware Statutory Trust (DST) Exchange Facilitation Facilitates 1031 exchanges into fractional ownership interests in commercial properties held by a DST sponsor, providing investors with passive income exposure and a hands-off alternative to direct property ownership as a replacement property.
Quantifiable outcome
- Defer over $100,000 in capital gains taxes on single exchange
- +1 more outcomes
Companies that use Equity 1031 Exchange
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles2 records
Equity 1031 Exchange technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Equity 1031 Exchange partnerships and signals
Strategic signalScale indicators7 records
Recent moves8 records
Expansion highlights4 records
Equity 1031 Exchange competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Equity 1031 Exchange financial estimates
Financial estimateRevenue estimate
Valuation estimate
Equity 1031 Exchange leadership team
Management profileNumber of profiles
Profiles5 records
Equity 1031 Exchange funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Equity 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 Equity 1031 Exchange
What does Equity 1031 Exchange do?
Equity 1031 Exchange is a Qualified Intermediary (QI) that facilitates tax-deferred property exchanges under IRS Section 1031. It holds exchange funds in trust, coordinates transaction documentation with closing agents, and supports exchangers through Standard Delayed, Reverse, and Improvement exchanges nationwide. The company also supports exchanges into Delaware Statutory Trust (DST) fractional interests for passive real estate exposure.
Is Equity 1031 Exchange a public or private company?
Equity 1031 Exchange is a private company. It is classified as corporate owned and is currently operating.
When was Equity 1031 Exchange founded?
Equity 1031 Exchange was founded in 1997. It employs 1 to 10 people.
Where is Equity 1031 Exchange based?
Equity 1031 Exchange is headquartered in Fort Myers, United States, in the North America region.
How does Equity 1031 Exchange make money?
One revenue line is on record: qualified Intermediary Service Fees.
Does Equity 1031 Exchange have an API?
No public API is recorded for Equity 1031 Exchange.
What industry is Equity 1031 Exchange in?
Equity 1031 Exchange's product category is Qualified Intermediary Services. Its primary akta.pro industry code is BPAJAOAL, 1031 Exchange Intermediary Services. Its NAICS code is 52391.