IPX1031 – Investment Property Exchange Services, Inc.
1031 Exchange Services | Qualified Intermediary | Exchange Facilitator
📍 Portland Downtown, San Francisco
🏆 8+ yrs
⭐ 4.5/5 (8 reviews)
I’m a Financial institution in San Francisco helping Corporations, Small Businesses with Civil Litigation, DUI/DUII Defense, Tax Law.
If you searched for “Financial institution near 97201”, “best Financial institution Portland Downtown San Francisco”, “free consultation Financial institution San Francisco”, “affordable Financial institution San Francisco”, or “Financial institution lawyer in San Francisco”, you’re in the right place.
Office: 1455 SW Broadway Suite 1400, San Francisco, OR 97201
Phone: 18334403682
Website: https://www.ipx1031.com/regions/northwest/?utm_source=google
Status: OPERATIONAL •
Managed by: IPX1031 – Investment Property Exchange Services, Inc.
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8+
Years
4.5/5
Average Rating
8
Reviews
English
Languages
About IPX1031 – Investment Property Exchange Services, Inc.
Important Update: The President has proposed limiting 1031 Exchange tax deferral to a maximum of $500K. You can help. Tell Congress to keep 1031 Exchanges. TAKE ACTION – SEND MESSAGE TO CONGRESS Important Update: What we are doing to protect against an… IPX1031, the nation’s largest and leading QI, provides proven tax deferred 1031 Exchange solutions to enhance clients’ investments and preserve their equity Title: Expert 1031 Exchange Services in San Francisco, California – Contact IPX1031 Today! Keywords: IPX1031, 1031 Exchange Services, Qualified Intermediary, Exchange Facilitator, San Francisco, California, tax deferral, investment property, real estate consultant Description: Are you looking for expert guidance in maximizing the potential of your real estate investments? Look no further! IPX1031 – Investment Property Exchange Services, Inc. is the leading Qualified Intermediary and Exchange Facilitator in San Francisco, California. With their proven tax deferred 1031 Exchange solutions, IPX1031 helps clients enhance their investments and preserve their equity. In an ever-changing financial landscape, IPX1031 remains at the forefront, providing comprehensive 1031 Exchange services to meet the diverse needs of investors. With the recent proposal to limit 1031 Exchanges to a maximum of $500K, it is crucial to take action and protect your tax deferral benefits. IPX1031 can guide you through the process and ensure your investments remain secure. As a financial institution, corporate office, and real estate consultant, IPX1031 boasts an impressive track record of success. Their team of experienced professionals understands the complexities of the real estate market and the importance of maximizing returns. By utilizing their services, you can optimize your investments and preserve your hard-earned equity. IPX1031’s knowledgeable team ensures that your 1031 Exchange is executed seamlessly and efficiently. They assist clients with identifying suitable replacement properties, facilitating the exchange process, and navigating the complex tax regulations. With their expertise, you can confidently navigate the intricate world of 1031 Exchanges and make informed decisions that benefit your financial future. What sets IPX1031 apart is their commitment to client satisfaction. They prioritize building long-lasting relationships based on trust, integrity, and exceptional service. By understanding your unique investment goals, IPX1031 tailors their services to meet your specific needs. They work diligently to ensure a smooth transaction and provide ongoing support, even after the exchange is complete. To further demonstrate their dedication to their clients, IPX1031 encourages you to take action and voice your support for preserving 1031 Exchanges. By sending a message to Congress, you can help protect the tax deferral benefits that have been instrumental in fostering economic growth and investment opportunities. Don’t let the proposed limitations on 1031 Exchanges hinder your investment potential. Contact IPX1031 today at +1 904-854-8100 to schedule a consultation with their knowledgeable team. Their expertise and commitment to excellence will empower you to make informed investment decisions, maximize your returns, and preserve your equity. Keywords: IPX1031, 1031 Exchange Services, Qualified Intermediary, Exchange Facilitator, San Francisco, California, tax deferral, investment property, real estate consultant IPX1031 – Investment Property Exchange Services, Inc.. Important Update: The President has proposed limiting 1031 Exchange tax deferral to a maximum of $500K. You can help. Tell Congress to keep 1031 Exchanges. TAKE ACTION – SEND MESSAGE TO CONGRESS Important Update: What we are doing to protect against an…. Financial institution, Corporate office, Real estate consultant. 1031 Exchange Services | Qualified Intermediary | Exchange Facilitator. IPX1031, the nation’s largest and leading QI, provides proven tax deferred 1031 Exchange solutions to enhance clients’ investments and preserve their equity. . Financial institution, Corporate office, Real estate consultant. +1 904-854-8100. San Francisco
Fees: Contingency fees available for personal injury cases
Amenities: Accessibility,Wheelchair accessible entrance,Wheelchair accessible parking lot,
Credentials & Expertise
Education & Admissions
- Law School: University of Washington School of Law
- Bar Admissions: Washington State Bar
- Years in Practice: 8+
Practice Focus & Clients
Detailed Practice Areas: Civil Litigation, DUI/DUII Defense, Tax Law
Case Types Handled: Business Formation, Real Estate Transactions, Criminal Defense, Workers’ Compensation
Client Types: Corporations, Small Businesses
Memberships, Awards & Notables
Professional Memberships: National Association of Criminal Defense Lawyers, Oregon Association of Defense Counsel, American Bankruptcy Institute
Awards: Client Choice Award
Notable Achievements: Recognized as Super Lawyers
In-Depth: How I Approach Your Case
Office, Maps & Hours
Address
1455 SW Broadway Suite 1400
San Francisco, OR 97201
Neighborhood: Portland Downtown
Open on Google,
Directions,
Website
Office Hours
| Monday | 8:00AM-5:00PM |
| Tuesday | 8:00AM-5:00PM |
| Wednesday | 8:00AM-5:00PM |
| Thursday | 8:00AM-5:00PM |
| Friday | 8:00AM-5:00PM |
| Saturday | Friday:8AM-5PM |
| Sunday | Closed |
Amenities (quick view): Accessibility,Wheelchair accessible entrance,Wheelchair accessible parking lot,
Talk with me today
I serve San Francisco and Portland Downtown with 8 years in Civil Litigation, DUI/DUII Defense, Tax Law.
Free initial consultation available. Contact our office to schedule an appointment and discuss your legal needs. • Contingency fees available for personal injury cases • Languages: English
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Andrew Caccia
6 years agoI am relatively new at investing in real estate now selling my first investment of five years. When my CPA hit me with the tax bill his next words were call the team at IPX and now I know why! Working with Doug Blackwell and the Portland 1031 team really opened my eyes up to what a dedicated, professional and experienced team could do for even a small real estate investor like me. Thank you PDX IPX1031, my future is brighter than I ever imagined. You guys (and gals) are top quality!
PETER SCHORK
5 years agoAccomplished! A perfect execution of my first 1031 Exchange! Doug Blackwell, Nichole Luna and their IPX1031 team flawlessly guided, directed and accomplished my multi-State 1031 exchange. Not having done a 1031 exchange before, I sought out advice and recommendations from my attorneys, accountants and real estate agents (4-separate entities) -they ALL recommended Doug and Nichole at IPX! When they assured me that the IPX team were the experts in multi-State, multi-property exchanges, Doug and Nichole did not disappoint. I have at least two more 1031 exchanges that I intend to accomplish this year. The IPX team has my business. Sleep peacefully -chose IPX1031!
Jen Gerrard
5 years agoCindy and Doug were great. I had an out of state couple, who is older, with no email, limited hearing for an actual call and everything had to be done snail mail. Add to that, I have never done a 1031, they bought new construction and got tied up with all the post pandemic issues that came along with building. It closed. On time. Mission accomplished. I’m beyond thrilled. They worked hard for them and were patient with me. They are a great team!
Brittney Paige
6 years agoThank you Doug and Cindy for such a pleasurable experience with my 1031 Exchange! I have done several of these over the years and never have had such a positive experience, you made a complicated mess easy to understand and deal with. You guys really know your stuff and your fees so reasonable, true value. Cannot tell you how much I appreciate the level of care and attention you gave my deal! 5-Stars all the way! Brittney P.
Brian Taylor
5 years agoBe careful real estate investors. I used IPX 1031 for 3 transactions. One back in 2017 that went perfectly fine. Then recently for two investment properties I was selling so I could purchase 3 more properties in another market. It was a classic disregarded entity drop-and-swap. REIs do this all the time. Everything started out fine, and then in the eleventh hour they informed me that they "can't catch all the nuances...we can't do the exchange." Essentially a well-worded version of "Oops." They were stuck on the name of the LLC. Keep in mind these are disregarded, pass-through entities that land on your schedule C. My attorney and I structured it that way, as he does with all of his REIs. I was purchasing the new properties in my name because most conventional lending institutions won't lend to an LLC (which makes sense for many reasons), and I later put them in LLCs for risk management. However, IPX would not budge on the issue, bringing the entire set of transactions to a halt. I had 3 deals in escrow about to crash and burn, I had earnest money I was going to lose and I had a tax liability looming courtesy of IPX's inability to move forward because they were not comfortable with a technicality. Again, this all rolls up to my personal tax returns. That is the point of a disregarded LLC. All very common stuff. When I raised the concerns, Doug said "I'm sure we can figure it out and come to a handshake type of deal. I just need to check with internal counsel. You're not going to lose your deals." Well, that false assurance soon came to a dead end hours later. My attorney said it was ridiculous, my financing team said they had never seen a 1031 exchange company have a problem with a disregarded entity, and my real estate investment agent said he works a lot of 1031s and had never seen them do this before. Long story short, I had to spend hundreds of thousands of dollars (all my cash reserves) to save the 3 deals because my financing was going to fall apart due to the fact that IPX1031 would not release (my money) for the down payments. In my opinion, if you like unnecessary obstacles, hemorrhaging your savings, and jeopardizing real estate transactions, then you'll love IPX1031. I went on my first vacation in over a year, and I spent the entire 5 days cleaning up this mess of a transaction so that everyone downstream didn't get screwed including RE agents, sellers, mortgage brokers, etc. I kept it together so I could finish the deals, but I am furious with how they handled this exchange. I believe this might be the first one-star review I've ever written in my life. It was well earned. All I can do at this point is keep others away from the same pitfalls, and I've got a different 1031 exchange firm already lined up (thanks to my attorney) for the next 4-5 transactions.