1031 Exchange Place Reviews
Read client experiences with 1031 Exchange Place across delayed, simultaneous, reverse, improvement, TIC, DST, and other 1031 exchange situations. These reviews describe what clients say about communication, exchange documentation, deadlines, transaction coordination, qualified intermediary services, and replacement-property discussions.
Individual experiences vary, and client reviews should not be interpreted as guarantees of tax results, investment performance, or suitability. If you are comparing 1031 exchange providers, use these experiences together with information about the firm’s services, fees, exchange process, and guidance from your own tax and legal professionals.
Before starting an exchange, you can review our qualified intermediary services, current pricing, and step-by-step 1031 exchange process to better understand the services discussed in these client experiences.
Nate is a valuable resource. He expertly guided me through the complicated process of a 1031 exchange, taking the time to explain everything in a way that was easy to understand. His knowledge, passion, and professionalism are unmatched, and I am incredibly grateful for his help. Without hesitation, I highly recommend Nate and his services to anyone seeking expert guidance on 1031 exchanges.
Nate is a highly knowledgeable and professional 1031 exchange expert. He provided exceptional service throughout the process, always available to answer questions and provide guidance. His approach was thorough, ensuring that I fully understood every aspect of the 1031 exchange and the various investment opportunities available. He was always transparent, providing detailed spreadsheets to help me compare and make informed decisions. Throughout the ups and downs of the selling process, Nate remained patient and made necessary changes quickly. He worked closely with the title company to ensure all regulations were met, making the transfer of funds seamless. I was thoroughly impressed with Nate's service and would highly recommend him to anyone looking for a 1031 exchange. Furthermore, he has knowledge of investment opportunities beyond 1031 exchanges that offer competitive returns. I am confident in his ability to provide sound financial advice and would not hesitate to work with him again in the future.
Nate has displayed exceptional professionalism. I had previously been working with another 1031 expert but was disappointed with their lack of information. A neighbor recommended Nate, and after several in-person meetings and phone conversations, I was thoroughly impressed. What sets Nate apart is his ability to provide a comprehensive comparison of investment options through a detailed spreadsheet. He has educated me on maximizing my investment while strictly adhering to 1031 regulations. They are undoubtedly the best professionals to work with.
Nate and his co-workers have exceeded expectations in their service. They helped me avoid a hefty 80k IRS bill by expertly structuring a TIC and DST replacement investment. From my initial phone call with Nate, I was impressed by his patience and comprehensive understanding of 1031 exchanges. After meeting with them at their Midvale, Utah office, I was further amazed by their straightforward approach and the wealth of information and investment options they presented. I highly recommend these professionals to anyone seeking a 1031 Exchange.
Nate is exceptional! I reached out with some questions and received a comprehensive lesson on 1031 exchanges and more. I was blown away by his vast knowledge, professionalism, and passion. I will definitely be conducting all of my real estate transactions through 1031 Exchange Place thanks to Nate. Thank you again!
Nate and team were great to work with. Highly recommend!
Using 1031 Exchange Place, my initial 1031 exchange was successfully completed with remarkable ease, and all of my questions were addressed throughout the process.
I received a prompt and helpful response from 1031 Exchange Place. They addressed all of my questions and assisted me in navigating a simultaneous 1031 exchange.
Great information and a very prompt reply to questions.
The team was incredible and extremely supportive. I had a complex 1031 Exchange inquiry and reached out for assistance. Nate promptly addressed all my concerns and guided me in creating a solid plan for my next steps. I strongly suggest them.
For many years, we owned a pair of small rental houses. As our property manager was retiring, we opted to sell the properties. During our research on 1031 exchanges, we stumbled upon 1031 Exchange Place and reached out to Nate. We were impressed with Nate's professionalism and expertise right from the start. With the help of Nate and his other colleagues, we were able to successfully invest in three qualifying opportunities. Brian, a colleague, skillfully managed the 1031 money transfer to meet all the 1031 filing deadlines. All three gentlemen were a pleasure to collaborate with, and we are delighted with our decision to work with them.
Nate and his team were my partners in a successful 1031 exchange. Their extensive experience, broad knowledge and clear explanations were invaluable in guiding me through the process, even though I had already done extensive research myself. Their courtesy, professionalism and attention to detail impressed me greatly, and I would not hesitate to work with them again in the future.
Working with Nate was a pleasure. He provided patient guidance and handled my requests with care. His calm and professional demeanor was evident each time I reached out to him, and he always responded promptly and satisfactorily. I found him to be an excellent partner and would definitely like to work with him again in the future.
I phoned Nate to gather information for a presentation I am preparing for my boss, who sits on a committee. Although I was unfamiliar with the subject matter, Nate was exceptionally helpful and patiently answered my numerous questions. He never made me feel like a burden and even took the initiative to send me an email detailing the workings of a 1031 Exchange. Additionally, he reminded me that his company could assist with a specific deal that my boss is interested in pursuing, if we decide to go that route.
Initially, I reached out to Nate seeking advice on conducting a 1031 exchange from a single-family dwelling to a DST or TIC due to my desire to move away from landlording. Nate generously provided me with insights on available properties that would suit my requirements. Despite several months passing before my property was ready for sale, Nate didn't forget about me and initiated the process. However, due to the COVID-19 outbreak, the sale fell through twice. Nevertheless, Nate demonstrated remarkable patience and continued to support me, ultimately connecting me with a TIC right after the transaction was completed. I would not hesitate to work with him again.
Nate provided us with clear information throughout our first 1031 exchange and kept us updated from start to finish. The transaction went very smoothly, and we would definitely use their services again.
Nate gave me excellent, expert advice! Highly recommend!
If you need to do a 1031 exchange, we highly recommend Nate and his team. They were great to work with and made it very easy and simple for us to roll the money from selling our residential property into a TIC.
I am pleased to award Nate five stars for his exceptional kindness, knowledge, patience, and professionalism. Recently, I found myself in a difficult position where I needed to either perform a 1031 exchange or face a daunting $30,000 tax bill. In the current competitive real estate market, I was uncertain if I would be able to locate another residence. Thankfully, my 1031 qualified intermediary referred me to Nate, who devoted considerable time to discussing alternative investments with me, particularly TICs. Nate was incredibly knowledgeable on the subject matter and readily addressed all my queries regarding this type of investment. Although I was able to acquire a residence, which was my ultimate objective, had that not been the case, I would have undoubtedly reached an agreement with Nate. I appreciate how easy it was to work with Nate, and I admire his lack of pressure tactics. I felt entirely at ease working with him. Thank you for everything, Nate!
Working with Nate has been an absolute pleasure. When I retired and was forced to sell a few of my properties due to a lease option, I was at a loss as I faced a hefty tax bill of 80k unless I opted for a 1031 exchange. However, being retired meant I didn't have a lot of money for a down payment and didn't have a verifiable income to acquire a new loan for a commercial property of equal value to qualify for the 1031 exchange. One day, while browsing the internet, I stumbled upon an ad for "1031 Exchange Place." I reached out to them and was pleasantly surprised by Nate's unique and great options to help me qualify for the 1031 exchange. After a few phone conversations, my wife, a friend in the real estate industry, and I met with Nate at their offices in Sandy, Utah. We were all impressed by the warm reception and the detailed and professional manner in which they presented their investment opportunities to us. Since then, we have received our first distribution directly in our bank accounts and are pleased with the type of maintenance-free investment that they set us up with.
Planning a 1031 exchange?
If you want to understand how 1031 Exchange Place would handle your exchange timeline, transaction structure, or qualified intermediary needs, talk with an advisor before your relinquished property closes.