Our Story

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.

We are active members of the Federation of Exchange Accommodators (“FEA”) and have taught classes at FEA nationwide meetings and seminars. Many of our staff have the rare distinction of Certified Exchange Specialist, which requires rigorous, continual education and testing. This CES designation, coupled with extensive training, keeps our experienced professionals in constant demand throughout California and the United States as speakers to organizations representing attorneys, real estate professionals, certified public accountants, and financial advisors.

INTEGRITY

Our leadership is legendary among employees for providing genuine concern for employee’s personal well-being and quality of life. We believe our employees are the key to our success.