Independent Exchange Services, Inc.
IES acts as an independent third-party corporate Qualified Intermediary to facilitate exchanges under Section 1031 of the Internal Revenue Code.
Independent Exchange ServicesQualified Intermediary and Reverse 1031 Exchange Services
Since 1980, the affiliates of 1031 Strategies & Services Group have provided planning and practical exchange administration for real estate investors throughout the United States and internationally.
Our Services
Professional, pragmatic, deal-specific solutions.
Most clients arrive with one urgent question: which exchange structure fits the transaction already in motion? IES supports delayed and simultaneous exchanges when property is being sold first, while RES supports reverse and improvement exchanges when the replacement property, construction schedule, financing, or closing sequence creates a more complex path.
Reverse Exchange Services, Inc.
RES provides reverse tax deferred exchanges that give investors control over replacement property before disposing of relinquished property.
Reverse Exchange Services
Qualified 1031 Specialists
Experienced exchange professionals guide clients through deadlines, documentation, fund security, and transaction-specific requirements.
Meet the StaffAbout Us
A boutique exchange firm with a deliberately personal process.
Independent Exchange Services, Inc. and Reverse Exchange Services, Inc. provide clients with guidance throughout every step in the exchange process. The group acts as a third party qualified intermediary for delayed, simultaneous, reverse, built-to-suit, and international transactions.
The firm does not approach the work as a volume shop. It is built for experienced, practical guidance and careful attention to the structure of each exchange.
Early coordination is especially important when a sale is approaching escrow, replacement property has not yet been identified, or an investor needs to preserve flexibility around the 45-day identification period and 180-day exchange period. The team works with clients, CPAs, attorneys, brokers, lenders, and escrow officers so exchange documents, funds, deadlines, and closing instructions are aligned before pressure builds.
Common exchange structures
| Delayed | Sell property and reinvest proceeds through a qualified intermediary. |
|---|---|
| Reverse | Acquire replacement property before disposing of relinquished property. |
| Built-to-suit | Use exchange funds to improve replacement property within the exchange period. |
What to clarify before the exchange starts
- TimingWhether the relinquished property is already under contract, whether a replacement property has been identified, and which closing dates are fixed.
- StructureWhether the investor needs a standard Qualified Intermediary, a reverse exchange, an improvement exchange, or a review of several possible transaction paths.
- Funds flowHow sale proceeds will move at closing and how exchange funds should be held, documented, and released under the exchange agreement.
Exchange Benefits
- Defer capital gains.
- Exchange from a good property to a great property.
- Allow for better estate planning.
- Provide greater flexibility with real estate investments.
- Develop a diversified portfolio.
For best results, contact the exchange team before the relinquished property closes and before exchange proceeds are received outside the exchange structure.
Focused Exchange Guidance
Specialized support for Section 1031 transactions.
Independent Exchange Services, Inc. differentiates itself by focusing entirely on one specific aspect of the industry: Section 1031 exchanges.
That focus matters for investors comparing exchange companies because the work is rarely just a form package. A successful exchange depends on document timing, correct assignment language, protected fund handling, replacement property identification, and communication among advisors before the transaction reaches closing pressure.
Meet the team
Let us work with you
We strive to be as service-driven as possible and make the exchange process simple and hassle-free.
Whether the exchange involves a Bay Area commercial property, agricultural land, a multi-property portfolio, or an out-of-state replacement acquisition, the best first step is to review the transaction sequence before binding decisions are made. The team can help determine whether the matter belongs with IES, RES, or an initial transaction review.