Trusted | Secure | Independent

Exchange Resources, Inc. — Your Key to a Successful 1031 Exchange


Exchange Resources, Inc. (“ERI”) is one of the largest independent Qualified Intermediaries in the nation serving individual and institutional investors across the country and abroad.


ERI has attorneys on staff who provide personalized attention to complex issues and are available to discuss exchange matters with investors’ tax and legal advisors.


ERI appreciates the paramount importance of securing investor funds. Therefore, ERI provides several layers of protection to secure its investors’ funds.

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


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.



Thank you so much, Dana!  I would like to say it was a pleasure working with you, Cristi, and Diana.  I greatly appreciate the time you all spent patiently answering my questions over the last few months.  You made a confusing process (to someone new to it, like me) so much easier and less stressful.  Thank you so much!



As the owner of a large escrow company, it is essential to us that our clients receive the professional and courteous help they need to successfully complete a §1031 exchange. We consistently refer our clients to Exchange Resources, Inc. for assistance with their exchanges because, based on years of positive experiences, we know that they will exceed our clients high expectations.



Of the 50 or so homes I’ve bought and sold over the last 25 years, this transaction has probably been the one with the most problems. The one thing that has consistently gone right is the service I have gotten from Exchange Resources, Inc. Thank you so much for all your help and especially for being so fast acting when others have dropped the ball.


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