In the late 1990s, attorney Paul Spring was president of a title insurance firm’s subsidiary trust company in San Diego where 1031 Exchanges were one of many services. He became convinced that an independent 1031 Exchange company could provide clients with better service and security.  ERI opened its doors in October of 1999.
About Us
In the late 1990s, attorney Paul Spring was president of a title insurance firm’s subsidiary trust company in San Diego where 1031 Exchanges were one of many services. He became convinced that an independent 1031 Exchange company could provide clients with better service and security.  ERI opened its doors in October of 1999.

In the years since, ERI  has assembled and groomed a stable team of experienced professionals, some of whom worked together for years before ERI was established. Our mission is two-fold: to educate professionals about 1031 Exchanges, and to help lay investor-owners understand and implement the exchange function as part of their financial life plan.

About Us

In the years since, ERI  has assembled and groomed a stable team of experienced professionals, some of whom worked together for years before ERI was established. Our mission is two-fold: to educate professionals about 1031 Exchanges, and to help lay investor-owners understand and implement the exchange function as part of their financial life plan.

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We belong to and are active in the Federation of Exchange Accommodators, and have taught classes at its nation-wide meetings and seminars. Many of our staff have the rare distinction of Certified Exchange Specialist, which requires rigorous, continual education and testing. Because of their CES designation, these ERI executives are in constant demand throughout California and the U.S. as speakers to organizations representing attorneys, real estate professionals, certified public accountants, and financial advisors.
fea_logoWe belong to and are active in the Federation of Exchange Accommodators, and have taught classes at its nation-wide meetings and seminars. Many of our staff have the rare distinction of Certified Exchange Specialist, which requires rigorous, continual education and testing. Because of their CES designation, these ERI executives are in constant demand throughout California and the U.S. as speakers to organizations representing attorneys, real estate professionals, certified public accountants, and financial advisors.

Three unique qualities of Exchange Resources, Inc., place our company at the 1031 Exchange industry forefront.

Scrupulous transparent structuring of separate FDIC-insured bank accounts for funds being held for each client’s exchange, combined with qualified attorneys on staff to ensure correct adherence to legal and technical mechanics, provide optimal safeguards and security.
CPAs, attorneys, financial planners, and real estate professionals ranging from agents to escrow officers rely on ERI to educate them on 1031 Exchanges nation-wide; like our investor-owner clientele, they’re comfortable calling us any time with any 1031 Exchange query.
Our company’s leadership is legendary among employees for its concern for their personal well-being and immediate responsiveness to their needs; employees extend the same to ERI clients at all levels, thus ERI as a whole has become legendary for exemplary customer service.