Why Choose IPE 1031?

BUILDING STRONG RELATIONSHIPS AND SERVICE DRIVEN

  • IPE 1031 places a high value on building strong relationships with its exchangers and their advisors.
  • Built on Midwestern values, IPE 1031 provides exceptional service, professionalism, and fair dealing – all wrapped in a high degree of integrity.

CREATING CUSTOMIZED VALUE WITH SPECIALIZED SOLUTIONS

  • IPE 1031 assists taxpayers and practitioners with specialized exchange and risk management solutions.
  • All efforts are vigilantly pledged by IPE 1031 to accomplish complete and total satisfaction, and it is by this standard that we judge our success.

UNEQUALED EXPERTISE WITH IN-HOUSE CERTIFIED EXCHANGE SPECIALISTS

  • All exchanges, including delayed, reverse and improvement exchanges, are accommodated in-house by full service, highly qualified personnel.
  • Team includes three Certified Exchange Specialists.

TRUSTED INDUSTRY LEADER WITH PROVEN TRACK RECORD

  • The Midwest’s leading independent qualified intermediary (QI) company, IPE 1031 has successfully accommodated thousands of exchange transactions totaling billions in value since 2003.
  • IPE 1031 is an active member of the Federation of Exchange Accommodators (FEA), the only trade organization and governing body of the QI industry.

SUPERIOR SECURITY AND INDEPENDENT FINANCIAL OVERSIGHT

  • Exchange funds are placed in highly-rated financial institutions, in segregated, non-pooled bank accounts.
  • IPE 1031 is one of few independent exchange companies with both high-limit fidelity bond and errors and omissions insurance policies.
  • Company financial and exchange account records are reviewed and reconciled by CPA and accounting professionals.

The Premier Specialist for Section 1031 Exchanges

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