work with 1031X
Our client stories
Forward 1031 exchange, 2021
My contact Denise was friendly, competent, and proactive in keeping the whole process flowing and on schedule. She clearly explained the steps and what was required of me along the way. One day before the close of escrow, I thought to verify that the title of my new property would have my trust as the owner rather than the individual "me".
I emailed my question and got a quick response back that paperwork must be re-done for the next day’s close Of course, I felt horrible for making Denise and her crew change everything because of my lack of attention to this matter!
Denise was cheerful and apparently happy to make the important changes.
The transer to do the funding and the movement of the leftover cash from the exchange to my bank account went smoothly. 1031x took precautions to call me on the phone to verify the account numbers before sending the money. They also took the effort to make sure the surety for the exchange was not taxed according to capital gains but was part of the tax-free 1031 process.
This saved me money that I honestly had not thought about!
I'm glad my real estate agent chose 1031X! I'm not surprised, though.”
Forward 1031 exchange, 2021
I found myself on vacation and not able to use the "other" 1031 exchange company due to a change in my closing date. I could not get in touch with them all day. I did some searching on my phone and found 1031X and gave them a call. Wow! They knew time was an issue and got everything done so fast. Since I was on vacation, I had to do everything on my phone. They were great. Got it done. I just want to say thank you to the whole team.”
Serial 1031 exchanges, 2017- 2020
They are deeply skilled, incredibly responsive and have an exceptional approach to translating complicated policies and procedures into understandable terms.
1031X not only handled our most recent 1031 exchange, but they graciously sorted through complicated records for previous transactions to ensure that our current exchange was perfectly executed.
They've engaged with our lender, title company, attorney and tax preparer with the utmost professionalism and generosity.
We are grateful for their time and expertise, and give them our absolute highest recommendation.”
Forward 1031 exchange, 2019
When my accountant told me that I would have a $20,000 tax bill due on the sale of an investment property, I decided to look into a 1031 exchange (even though I had no prior experience with tax planning.)
Scott at 1031X walked me through the process and was ALWAYS AVAILABLE to promptly answer any questions I had. Additionally he worked with my title companies to facilitate the transactions flawlessly and helped me utilize tax laws that benefited my business and my bottom line! I strongly recommend 1031X.”