About Us

Exchange Resources, Inc. (ERI) acts as one of the largest National Independent Accommodators in the United States.

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.

ERI offers an array of educational workshops (including CA BRE, Escrow Association, CPA & EA Associations, CA Bar Association, and Financial Planners) to help all parties understand and have a more knowledgeable working relationship with real estate investor and the 1031 Tax Deferred Exchange. ERI specializes in Simultaneous, Delayed, Reverse, Build to Suit, Personal Property (Bulk Sale), and Hybrid Exchanges.

About Us

Exchange Resources, Inc. (ERI) acts as one of the largest National Independent Accommodators in the United States.

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.

ERI offers an array of educational workshops (including CA BRE, Escrow Association, CPA & EA Associations, CA Bar Association, and Financial Planners) to help all parties understand and have a more knowledgeable working relationship with real estate investor and the 1031 Tax Deferred Exchange. ERI specializes in Simultaneous, Delayed, Reverse, Build to Suit, Personal Property (Bulk Sale), and Hybrid Exchanges.

What we do:

Staffed with in-house legal counsel who direct the Exchange business at the company, we facilitate 1031 Tax Deferred Exchanges both nationally and globally. Exchange laws require explicit adherence to the rules and regulations which have been promulgated by the IRS and the various State taxing agencies throughout the country.

Our In-House Legal Department will oversee and disclose every aspect of the exchange, so we leave nothing to chance. Included in our fee is our willingness to speak with and help the investors, and or their appointed Tax and Legal Counsel in regards to the Exchange.

We, however, do not give any direct Tax or Legal Advice. Each taxpayer which utilizes a §1031 Tax Deferred Exchange should always seek out their own Tax and or Legal Counsel.

Learn More 1031 Exchange Programs
About Us

What we do:

Staffed with in-house legal counsel who direct the Exchange business at the company, we facilitate 1031 Tax Deferred Exchanges both nationally and globally. Exchange laws require explicit adherence to the rules and regulations which have been promulgated by the IRS and the various State taxing agencies throughout the country.

Our In-House Legal Department will oversee and disclose every aspect of the exchange, so we leave nothing to chance. Included in our fee is our willingness to speak with and help the investors, and or their appointed Tax and Legal Counsel in regards to the Exchange.

We, however, do not give any direct Tax or Legal Advice. Each taxpayer which utilizes a §1031 Tax Deferred Exchange should always seek out their own Tax and or Legal Counsel.

Learn More 1031 Exchange Programs

Our company possess three unique qualities that place us at the 1031 Exchange industry forefront.

1. 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.
2. 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.
3. 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.
About Us

Why Choose Us:

Security of our client’s funds is of utmost importance to the company during the course of the Exchange. ERI goes to great measures to protect and secure our clients’ funds during the Exchange process including fidelity bonding, errors and omissions insurance, and a separate Qualified Trust Account for each exchange.

Our clients’ funds are held in a Client Trust Account at Opus Bank and are NOT commingled with any other entity. The Company has also entered into an arrangement with Opus Bank which provides that no funds will be transferred out of a client’s account without the client’s written authorization. These accounts are not held as Exchange Resources, Inc., corporate funds; but rather as Qualified Trust (Escrow) Accounts for our individual clients.

We know of no safer protection for Exchange funds nationally.

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