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(877) 799-1031

To learn more about possible extensions and tax relief in Presidentially Declared Disaster regions please visit the IRS Tax Relief in Disaster Situations page via the link below.  Please review the IRS Notices with your accountant to confirm if you qualify and notify your administrator if you are eligible.



Exchange Resources, Inc. was founded in 1999. Since then, we have experienced the ups and downs of the real estate market. We not only survived the financial crisis of 2007–08, but emerged stronger. ERI navigated the complex world of Covid-19, and are proud to say we were always there for our clients. We are still here today, ready to serve you.


We provide scrupulous and transparent structuring of separate FDIC-insured bank accounts for each client’s exchange. This transparency, combined with qualified attorneys on staff to ensure adherence to legal and technical requirements, provides for optimal safeguards and security.


CPAs, attorneys, financial planners, real estate agents and escrow officers from all
over the nation rely on us to educate them on 1031 Exchanges. These professionals, along with our clients, know they can rely on ERI any time with simple and complex 1031 exchange questions alike.


Since 1999, tens of thousands of people have put their trust in ERI to guide them through their 1031 exchange. We know that our clients and partners rely on our straightforward and impartial advice. We do not take any of that for granted, and commit ourselves to continue earning your trust everyday.

Choosing the best Intermediary

An investor should be selective in choosing a Qualified Intermediary (“QI”). Choosing a professional QI with financial strength is paramount to a successful exchange.

Your Exchange Expert

ERI is one of the largest independent QI’s in the nation having served tens of thousands of individual and institutional investors across the country and abroad. ERI enjoys a successful history of assisting investors in realizing the advantages of 1031 exchanges.

ERI’s Financial Strength

ERI appreciates the paramount importance of securing investors funds and does so by maintaining:

▲ Fidelity bond insurance coverage
▲ Errors and omissions insurance coverage
▲ A separate bank account for each investor

A §1031 tax-deferred exchange

is a transaction which permits an investor to defer the payment of capital gains tax by “exchanging” investment property owned by an investor (“relinquished property”) for another investment property (“replacement property”) of equal or greater value.

The most common type of exchange is a delayed or straightforward exchange. By properly effectuating an exchange, the investor is able to defer the realization of capital gains as well as the recapture of depreciation.

Exchange Types

Delayed Exchange

A delayed exchange is the most common type of exchange. Certain IRS requirements must be met to structure a delayed exchange.

Simultaneous Exchange

This type of exchange occurs when the relinquished property and the replacement property are transferred concurrently.

Build-to-Suit Exchange

An investor may choose to improve a replacement property by building a structure or making improvements to an existing structure on the property.

Reverse Exchange

Reverse exchanges are the most complex type of exchange. Such an exchange permits the investor to acquire their replacement property before the relinquished property is sold.



Client Testimonials

You are the best…thank you for everything you are doing 😊


I would like to thank Exchange Resources and the team and in particular Debbie Bannister, Meredith Collins and Cynthia Solis for doing an excellent job in getting this done.  My questions were answered promptly and concerns addressed quickly. Funds sent on time.



To all,
I don’t need to tell you that a 1031 exercise is not easy!!
For success it definitely requires a team effort by dedicated, professional people who remain motivated throughout simply to get the job done.
It’s been my pleasure to have had all of you be part of my team. Thank you for everything!!!



You guys truly make our lives much better.  We’ve done business with your company since 1999 and always had such great service. THANK YOU!



I very much appreciate the support I’ve received from Kayla and her team, in navigating this process. This guidance has been very critical to me, realtors and lenders in the Seattle market do not appear to have much working knowledge of the 1031 Exchange.

Based on my experience to date, I would highly recommend Exchange Resources to my agents and bank if they ever have a need for a 1031 service for their clients.



We just wanted you (and your team) to know how much we appreciate your help in walking us through the exchange process. No matter how many times we called and asked the same question, you graciously and patiently answered. You made what seemed like a very complicated process almost painless. If we, or anyone we know, ever needs help in making an exchange we will be giving them your name! Thanks so very much

Cynthia and Warren


We have been pleased with your care, attention and support during this 1031 Exchange experience; we are very satisfied customers. We hope to avail ourselves of your services for any future transaction needs.

David and Shirley


Thank you so much, Cristi, Dana, and Diana, for your tremendous work throughout these past few months. You, ladies, are the best team in the industry. We will be in touch and perhaps work with you in the near future again. Many many thanks.



No words to thank you adequately for being part of that conference call. It had potential to be more volatile, and you were such a breath, viewing all of this so positively. I sure learned a whole new aspect of the 1031 exchange!
I really hope that they will make the best educated choice, which would be to let your firm represent them.
Regardless, you will be my “go-to” for any chance of helping clients needing to do a 1031. I am profoundly grateful!


Thank you for you and your team’s excellent support! You made what could have been a complicated process, simple and easy.
Jennifer & Jim


Thank you very much for your professionalism and speed with which you completed the exchange.


Thank you and your team for helping me to successfully navigate the 1031 process. You were all so professional and response every step of the way.
I am grateful.


Thank you very much for your dedication and patience. This is all new to me and you executed perfectly. I’ll come to you for sure on our next project.



Thank you for putting all these documents together, very helpful! And always a pleasure working with all of you! Thank you for making the exchange so seamless and pleasant. I really appreciate how you all do your work with excellence and kindness. I look forward to working with you again in the future.



Thank you everyone for closing this nice transaction. It was a great experience like always when we work with professionals and experienced individuals and companies like  Exchange Resources, Dana, Diana, Cristi and our staff members Alice and Noelle.
Job well done. We need to do another one like this again, soon!!!



Thank you Dana, Cristi and Diana for all your help getting us through the 1031 exchange process. You all were really great and were so helpful anytime I had questions or needed help with the other parties involved. Thanks again!



Thank you so much for all your hard work throughout our exchange! We have had a great first experience. I truly appreciate the sense of urgency and quick communication from your team, and that I can always get in touch with someone when I need to! Justin and I will be doing another exchange before the end of the year and hope we can work with you again on that!



Thank you all for making this such an easy transaction.  Special thank you to Diana who held my hand through this new experience.  You are all awesome! 



It’s been over 20 years that we’ve used your company over and over again.  Your professionalism and attention to details are superb. It is a pleasure doing business with you and all the staff.  You guys are AWESOME.



This 1031 has gone on now for almost a year, involved properties that spanned the USA, while a pandemic raged  —   yet in spite of these difficulties, you and your team have completed this complex three part trade.  My sincere thanks to you and to your team for your work, for your considerable patience, for coordinating smoothly over so many different interfaces, and for bringing this to a successful conclusion.


Unlock Your Property Investment Success with Expert Strategies!

Are you ready to elevate your property investment game? Dive into our latest blog post where we unveil expert strategies for mastering delayed exchange property selection. Whether you’re a seasoned investor or just starting, these insights can shape your success.

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Toll Free: (877) 799-1031

12121 Scripps Summit Drive, Suite 170
San Diego, CA 92131


Toll Free: (877) 799-1031

12121 Scripps Summit Drive, Suite 170
San Diego, CA 92131