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.
HIGH 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.