Best 1031 Exchange Facilitation Firms in USA
Non-sponsored, Expert Verified and Transparently Ranked 1031 Exchange Facilitation Firms in USA
Published: December 17, 2025 | Verified by: Ted Scheiman & Rob Watts
Executive Summary
We analyzed 5 solutions. Top Recommendation: Reverse 1031 Exchange by 1031X scored highest due to Exceptional customer service with 5-star reviews for responsiveness and expertise in complicated exchanges, praised by repeat clients..
Content Verification
Side-by-Side Comparison
| Feature | #1 Reverse 1031 Exchange (1031X) | #2 Delaware Statutory Trust (DST) Investments (Corcapa 1031 Advisors) | #3 Kay Properties DST and 1031 Exchange Services (Kay Properties & Investments) | #4 1031 Exchange Services (IPX1031) | #5 1031 Exchange Services (First American Exchange) |
|---|---|---|---|---|---|
| Best For | Exceptional customer service with 5-star reviews for responsiveness and expertise in complicated exchanges, praised by repeat clients. | Over $1 billion in completed exchanges since 2011; focused expertise in alternative real estate investments for RIAs and advisors. | Extensive track record with nearly 10, 000 1031, DST, and 721 exchanges; specializes in demystifying complex UPREIT strategies. | Unparalleled financial strength with $50M performance guaranty and $30M errors & omissions insurance; named best overall 1031 company for 2023. | Educational content on legal aspects and attorney involvement in 1031 processes, enhancing compliance for real estate professionals. |
| Financial Security | Funds are held in separate, non‑commingled Qualified Escrow Accounts at FDIC‑insured banks; 1031X does not hold client funds. Disbursements require your written and verbal authorization. For reverse exchanges, the EAT’s purchase is funded by a loan secured by the property; sale proceeds later fund escrow to complete the exchange. (1031x.com) | Investor liability is limited: DST loans are typically non-recourse, with the trust as sole borrower; default exposure generally caps at invested capital. (corcapa.com) Risks remain: distributions aren’t guaranteed; DSTs are illiquid and may face foreclosure, cash‑flow reductions, and 1031 “should” tax‑opinion risk. (corcapa.com) Securities offered through DAI Securities, member FINRA/SIPC. (corcapa.com) | Securities are offered via FNEX Capital, a FINRA/SIPC member. (kpi1031.com) Investments are only for accredited investors via a Private Placement Memorandum; risks include illiquidity and potential loss of principal. (kpi1031.com) Kay emphasizes unlevered/debt‑free DSTs to reduce leverage risk (no lender foreclosure risk, no prepayment penalties or cash‑flow sweeps). (kpi1031.com) | Backed by Fidelity National Financial (NYSE:FNF). Safeguards: $100M fidelity bond, $50M written performance guaranty, and $30M E&O insurance. Client funds held in segregated accounts under the exchanger’s TIN at strong banks; disbursements require written authorization. (ipx1031.com) | Funds are held by First American Exchange in secure escrow accounts during exchanges. (firstexchange.com) It advises segregated, non-commingled accounts and conservative, liquid investment of exchange proceeds to reduce risk. (firstexchange.com) Financial backing: parent First American Title Insurance Company holds strong ratings (Moody’s A2, S&P A-, Fitch A, AM Best A), enhancing counterparty strength. (investors.firstam.com) |
| Customer Support Quality | Dedicated Exchange Officers with live phone/email support and a service guarantee promising 5‑star execution. (1031x.com) Customer reviews cite prompt, clear communication and responsiveness (including reverse exchanges). (trustindex.io) BBB rating A+. (bbb.org) | Client-centered, high-touch support. Testimonials highlight responsiveness, patience, and seamless 1031/DST execution (“above and beyond, ” “tremendous partner”). A+ BBB accreditation since 2015, 0 complaints; posted hours 7am, 7pm Mon, Fri. Phone-based access and advisor guidance across U.S. offices. (corcapa.com) | BBB-accredited with an A+ rating. (bbb.org) Clients consistently praise responsive, professional support and clear communication from dedicated advisors throughout 1031/DST transactions, citing quick replies and hands-on guidance. (kpi1031.com) | A+ BBB rating; nationwide network of local exchange specialists with phone/email access; site touts “Superior Customer Service.” (bbb.org) Recognized Best Overall 1031 Exchange Company (2025). BBB lists 2 complaints in the past 3 years citing communication issues. (prnewswire.com) | Expert-led, accessible support: “Ask an Expert” prompts direct follow-up by 1031 specialists; regional teams list direct phone/emails, including a dedicated Reverse 1031 team; CES‑certified staff offer one‑on‑one consultations; nationwide locations aid local access. (firstexchange.com) |
| Specialization in Alternatives | Specializes in complex alternatives: facilitates reverse exchanges via EAT-owned LLCs; supports DST interests, TIC interests, and certain mineral-rights/solar-farm real property as like-kind replacements (subject to tax/legal review). (1031x.com) | Alternative real estate advisor focused on 1031 exchanges via DSTs and TICs; also sources alternative investments including non-traded REITs, direct real estate funds, agriculture/farmland, oil & gas, and land/development. (corcapa.com) | Specializes in alternative real estate via Delaware Statutory Trust (DST) 1031 exchanges and 721 UPREIT strategies, offered through a proprietary investment marketplace. (prnewswire.com) Provides access to 20, 40 DSTs from 25+ sponsors across multifamily, build‑for‑rent, industrial, net‑lease retail, medical, and self‑storage; emphasizes rigorous due diligence and investor education. (prnewswire.com) | Exclusively focused on 1031 real estate exchanges, IPX1031 specializes in reverse and improvement/build‑to‑suit exchanges via its National Reverse & Improvement Exchange Division, and educates exchangers on Delaware Statutory Trusts (DSTs) as passive 1031 replacement‑property options. (ipx1031.com) | Specializes in complex 1031 alternatives: dedicated Reverse 1031 Exchange team, support for improvement/build‑to‑suit exchanges, and guidance on fractional alternatives (TIC interests, Delaware Statutory Trust replacement interests) recognized under IRS rulings. (firstexchange.com) |
1031XCompany Information
Description
1031X is a Qualified Intermediary providing tax-deferred exchange services for real estate investments. They offer various exchange solutions, ensuring clients have a smooth and straightforward process supported by experienced officers and a service guarantee.
What They Do
Provide Qualified Intermediary services for tax-deferred exchanges in real estate.
Who They Serve
Real estate investors looking to defer capital gains taxes through 1031 exchanges.
Key Value Propositions
Target Customers
Industries Served
Contact Information
Key Pages
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Summary
Qualified Intermediary specializing in 1031 exchanges, including complex transactions like reverses, multiple properties, and DST investments. Provides seamless, professional service with proactive communication and nationwide coverage for over 30 years.
Key Features
- Reverse exchange structure using an Exchange Accommodation Titleholder (EAT)
- 1031X creates a new LLC (EAT) to hold title to the replacement property
- Investor or lender provides funds to EAT, secured by the property
- EAT leases the property to the investor during the holding period (typically no rental payments required)
- Upon sale of the relinquished property, proceeds are used to acquire the replacement property from the EAT and complete the exchange
- Compliance with all standard 1031 exchange rules and timelines
Key Benefits
- Ability to purchase a replacement property before selling the current property
- Optimizes tax deferral and buying power
- Provides flexibility in timing the sale for better pricing or buyer selection
- Nationwide service with expertise in navigating state and local regulations
- Assistance with obtaining financing for reverse exchanges
- Direct, one-on-one service from a dedicated 1031 exchange specialist
- Creative, customized solutions for complex situations
- Simple conversion between exchange types if circumstances change
Who Is It For
- Real estate investors who have found a new property to buy before selling their current property
- Investors seeking to optimize tax efficiency, buying power, and flexibility
- Clients competing in hot real estate markets where immediate purchase is necessary
Reverse Exchange
1031X offers nationwide reverse 1031 exchange services to help real estate investors optimize their tax efficiency, buying power, and flexibility. 1031X will help you get the property you want, even when you are competing in a hot market and your sale isn’t ready yet.
How does a reverse 1031 exchange work?
A reverse 1031 exchange places the standard 1031 exchange process in reverse. Rather than selling your current property and getting a replacement property, you purchase your replacement property today, then sell your other property when you can get a better price or find another buyer.
Why work with 1031X for reverse exchanges?
Most 1031 companies shy away from reverse exchanges. At 1031X, we embrace these complex solutions. Partner with one of our Advanced Exchange Specialists to find the best structure today.
- Help navigating state & local hurdles
- Assistance in obtaining financing
- Simple conversion between exchanges
- One-on-one service
- Creative solutions
The rules of a reverse 1031 exchange
All the rules from a standard 1031 exchange still apply. The reverse exchange time limit is still 180 days. The identification period is still 45 days — except that you'll identify properties to sell, rather than to buy. Replacement property must be of equal or greater value to the relinquished property to defer all taxes. Close work with a qualified intermediary is required to navigate rules around financing and title.
- 180-day time limit
- 45-day identification period (identify properties to sell)
- Replacement property must be of equal or greater value
- Close work with qualified intermediary required
Where does 1031X come in?
As a qualified intermediary, 1031X helps facilitate your 1031 exchange from beginning to end. In a reverse exchange, 1031X creates a new LLC (EAT) to act as the holding company for your replacement property. The process involves entering an agreement, assigning purchaser’s rights to the EAT, funding the EAT, leasing the property to the investor, and completing the exchange upon sale of the relinquished property.
- 1031X creates an LLC (EAT) to hold title
- Investor or lender funds the EAT
- EAT leases property to investor (usually no rent)
- Upon sale, proceeds are used to acquire the property from the EAT
Get a Free Consultation
Describe your situation. Find out if we can help. No hard sell.
- By Phone: 1-888-899-1031 (9 am – 5 pm ET)
- By Email: Schedule a Chat
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Specialization in Alternatives
Delaware Statutory Trust (DST) Investments
Corcapa 1031 AdvisorsCompany Information
Description
Corcapa 1031 Advisors is an alternative real estate advisory firm with an exclusive focus on 1031 Exchanges in the form of Delaware Statutory Trusts (DST) and Tenants in Common (TIC) Investments.
What They Do
Specialize in 1031 Exchange Replacement Properties via DST and TIC Investments.
Who They Serve
Real estate investors looking for tax sheltered income and long-term growth through 1031 Exchanges.
Key Value Propositions
Target Customers
Industries Served
Contact Information
Key Pages
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Summary
Boutique firm specializing exclusively in 1031 and 1033 exchanges, offering tax-deferred strategies with DSTs, TIC structures, sole-ownership, and 721 UPREIT programs. Guides investors through complex transactions to preserve capital and generate long-term income.
Key Features
- Separate legal entity created under Delaware statutory law
- Compliant with IRS Revenue Ruling 2004-86 for 1031 exchanges
- Investors receive 'beneficial interests' in the trust
- Can be used for securitizations, liquidations, investment funds, and more
- Meets lender requirements for securitized loans
- Allows both direct purchase of DST interests and deposit of 1031 exchange proceeds
Key Benefits
- Enables 1031 tax-deferred exchanges
- Fractional ownership allows for diversification across properties, asset classes, and locations
- Low minimum investment amounts
- Access to institutional-quality real estate (e.g., apartments, medical offices, shopping malls)
- Potential for passive income and professional management
- Flexible structure under Delaware law
Who Is It For
- Real estate investors seeking 1031 exchange replacement properties
- Investors looking to defer capital gains taxes via 1031 exchanges
- Individuals seeking fractional ownership in institutional-quality real estate
- Investors interested in diversifying into multiple asset classes and geographies
Delaware Statutory Trust (DST) Overview
A DST is a separate legal entity created as a trust under Delaware statutory law. To use a DST in a Section 1031 tax-deferred exchange, it must comply with IRS Revenue Ruling 2004-86 so that a beneficial interest in the trust is treated as a direct interest in real estate for income tax purposes. DSTs are used for asset protection and structuring capital market transactions.
Delaware Statutory Trusts for 1031 Exchanges
DSTs began in 2004 with IRS Revenue Ruling 2004-86. Each DST is a separate legal entity and each investor receives 'beneficial interests' for IRS 1031 purposes. DSTs allow for undivided fractional interest ownership, low minimum investments, and diversification across asset classes and geographies.
- Fractional ownership
- Low minimum investment
- Diversification
How is a DST Structured?
DSTs allow multiple investors to purchase beneficial interests. The master tenant acquires the property under the DST umbrella, and investors can deposit 1031 exchange profits or purchase interests directly. Properties can include apartments, medical offices, or shopping malls.
- Multiple investors can participate
- Ownership in various property types
Browse 1031 Exchange DST Properties
Prospective clients can complete a form to receive current DST property listings. Once approved, clients can log in to view properties. Corcapa 1031 Advisors provides guidance based on investment goals.
- Request property listings
- Login to view current properties
- Advisor guidance available
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Specialization in Alternatives
Kay Properties DST and 1031 Exchange Services
Kay Properties & InvestmentsCompany Information
Summary
Facilitates 1031 exchanges, DST investments, and 721 UPREIT strategies for real estate investors seeking tax deferral. Team has completed nearly 10, 000 such investments under expert leadership.
Detailed Comparison
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Customer Support Quality
Specialization in Alternatives
IPX1031Company Information
Description
First American Exchange Company can help you maximize your property investments by deferring capital gain tax.
What They Do
Facilitate 1031 exchanges for property investors.
Who They Serve
Property investors.
Key Value Propositions
Target Customers
Industries Served
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Summary
Nation’s largest Qualified Intermediary providing 1031 exchange services, including guidance, expertise, and security for tax-deferred exchanges nationwide. Offers exchange planning, support for professionals like attorneys and realtors, and services in all US states. Backed by Fidelity National Financial with strong financial protections.
Detailed Comparison
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Specialization in Alternatives
1031 Exchange Services
First American ExchangeCompany Information
Description
First American Exchange Company can help you maximize your property investments by deferring capital gain tax.
What They Do
Facilitate 1031 exchanges for property investors.
Who They Serve
Property investors.
Key Value Propositions
Target Customers
Industries Served
Contact Information
Key Pages
Summary
Provides 1031 exchange facilitation as a Qualified Intermediary, with resources on using attorneys as closing agents and guidance on risks and best practices for compliant exchanges.
Key Features
- Support for forward and reverse 1031 exchanges
- Eligibility checking for 1031 exchanges
- Access to 1031 exchange experts
- Newsletter with industry updates and news relevant to 1031 exchanges
Key Benefits
- Expert guidance from start to finish
- Tailored services for each client's 1031 journey
- Customized support for both simple and complex exchanges
- Industry-leading expertise to help maximize real estate investments and achieve financial goals
Who Is It For
- Real estate investors seeking to defer capital gains taxes through 1031 exchanges
- Individuals or entities interested in forward or reverse exchanges
- Clients looking for expert guidance in real estate investment strategies
Supporting you through every step.
From start to finish, we provide expert guidance and tailored services to navigate your 1031 journey.
Exchange Services
Simple or complex, we can help with any 1031 exchange. At First American, our experts are committed to maximizing your real estate investments and helping you achieve your financial goals. Whether you’re interested in forward or reverse exchanges, we provide customized support and industry-leading expertise throughout the entire process.
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Specialization in Alternatives
Our Ranking Methodology
How we rank these offerings
We ranked these 1031 Exchange Facilitation Firms in the USA based on three key factors: Financial Security (40% weight), Customer Support Quality (35% weight), and Specialization in Alternatives (25% weight). 1031 Exchange Services scored highest because it is backed by Fidelity National Financial, offering substantial financial security measures and a strong customer support network. It also specializes exclusively in 1031 exchanges, particularly with complex alternatives.
Ranking Criteria Weights:
Frequently Asked Questions
- What are the typical costs and pricing models for 1031 Exchange Facilitation Firms?
- The cost for 1031 exchange facilitation typically ranges from $750 to $1, 000 for standard exchanges, with fees increasing for more complex transactions such as reverse exchanges or multi-property exchanges. For instance, Reverse 1031 Exchange might have higher costs due to the complexity of their specialized services such as reverse and DST transactions. Additionally, firms like 1031 Exchange Services often provide exchange planning and risk guidance, which can be included in higher-tier pricing models. These costs reflect the necessity of underwriting expertise and financial protections backed by companies like Fidelity National Financial.
- What are the key selection criteria for choosing a 1031 Exchange facilitation firm?
- Key criteria include the firm's track record in successfully handling diverse and complex exchange transactions, the breadth of their services (such as planning and support for real estate professionals), and financial security offered, such as that by firms supported by Fidelity National Financial. It's essential to consider the firm's ability to offer seamless, proactive communication, as emphasized by Reverse 1031 Exchange, which is crucial for timely and compliant exchanges. Additionally, look for specialized expertise in DST and UPREIT strategies if seeking advanced investment options.
- What are the industry standards and compliance requirements for 1031 Exchange Facilitation?
- Industry standards dictate that Qualified Intermediaries must adhere to IRS regulations concerning the identification and completion of like-kind exchanges within prescribed timelines. Compliance involves proper use of escrow accounts and adherence to ethical standards, which firms like 1031 Exchange Services uphold by providing detailed guidance on attorneys as closing agents. Additionally, companies such as Delaware Statutory Trust Investments ensure compliance by offering specialized tax-deferral strategies that align with regulatory frameworks while preserving investor capital.
- What are common implementation challenges and their solutions in the 1031 Exchange process?
- Common challenges include meeting tight deadlines for identification and acquisition of replacement properties and managing complex transactions involving multiple properties. Firms like Reverse 1031 Exchange address these by facilitating seamless, expert communication and offering extensive experience in managing complex scenarios, thus minimizing delays and risks. The use of expert teams, as highlighted by Kay Properties, ensures that investors receive steady guidance throughout the process, addressing uncertainties and enhancing transaction efficiency.
- How do 1031 Exchange Facilitation Firms ensure ROI and value delivery for investors?
- Firms ensure ROI by providing tax-deferred growth opportunities, preserving capital, and optimizing investment returns through strategic property exchanges. Delaware Statutory Trust Investments emphasize long-term income generation through DST and TIC structures. Expertise in navigating complex tax deferral strategies, as demonstrated by Kay Properties, ensures investors maximize their financial outcomes while maintaining compliance, effectively enhancing value delivery over traditional buying and selling methods.
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