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Our Advisory Team

Our 1031 Advisors Bring Clarity & Peace of Mind to Your Exchange

Many property owners are unfamiliar with the 1031 process and aren’t quite sure where to turn. 1031 exchanges are so niche that property owners often receive conflicting (or incorrect) advice/information from real estate agents, financial advisors, and even their CPA. To make matters worse, from our many years working in the 1031 industry, we’ve recognized that the 1031 space is quite fragmented – with no clear place to turn for help understanding the 1031 process as well as investment options. The combination of these factors often leaves property owners to their own devices and navigating this very foreign process by searching for answers online.

In order for an exchangor to gain a complete picture of the process and all the investment options available, they would normally need to talk to a number of different firms in order to piece together a strategy. Even then, their understanding is often based on the biased or limited perspective of those providing the information.

This dilemma was the primary driver in our unique approach to providing 1031 exchange services. Our veteran team has over 100 years of combined 1031 experience and our goal is to provide a more complete solution for exchangors - all from one place.

1031 Exchange Place, LC was established in 1997 in Orem, UT. Our passionate team of 1031 advisors and exchange specialists bring a broad range of experience within the industry in order to help clients navigate the intricacies of tax deferred exchanges. In addition to serving as an intermediary, our purpose as advisors is to empower our clients with the context, strategy and information they need to make informed and prudent decisions. We bring clarity, not only to the process, but to the strategy that will ultimately lead to a successful exchange. Through this clarity, our clients find relief from the anxiety that would often otherwise accompany them through this process.

An increasing number of exchangors are at or in retirement and seek investments that provide reliable monthly income without landlord responsibilities. Our team specializes in all forms of passive 1031 investment properties in order to provide our clients with a more complete understanding of the investment landscape. Contact us for a free consultation and we’re confident you’ll already feel more at-ease about your upcoming exchange. Give us a call at 1-800-872-1031.

“We can’t remember another instance when someone took so much time to explain to us the ins and outs of a process, even including tips to get more out of the program. It happened when we called 1031 Exchange Place. We had questions about 1031 exchanges. Not only our questions were answered, but we also received answers to questions we did know we should be asking. It was a long telephone consultation that ends up being a great experience. We can’t wait to be ready to start my 1031 exchange process and take advantage of the great service of this company.” - Edward & Maddie C.

Nate Leavitt

1031 Investment Advisor

Robert Kofoed, MBA

1031 Exchange Advisor

Brian Greene, JD

1031 Investment Advisor

Ralph B. Bunje, Jr., CPA. MBA

1031 Exchange Advisor