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IPX1031 Corporate

5348 Recommendations
About
IPX1031 focuses solely on 1031 Tax Deferred Exchanges. Our focus goes beyond the ordinary to deliver exceptional customer service and achievement of your 1031 goals and objectives. Our edge is our strength and stability with financial security, industry expertise and a client-centric approach to high quality and proactive service. Our process begins with our expert nationwide team and extends to the services we deliver to you.
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Luke Hays
Vice President / Business Development
Licensed Attorney in Tennessee
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
VP | Senior Business Development Manager
Member of the Florida Bar and the District of Columbia Bar
John Lee, Esq.
VP, Account Executive
Attorney, MBA, Qualified Real Estate Instructor(CE/CEC/CLE)
Greg Smith, Esq.
Vice President, Account Executive
Sara Remley
Sales Executive
Real Estate Sales Associate
Ashleigh Price
Vice President | National Accounts
Continuing Education Instructor (UT), Notary Public (UT)
Patricia A. Flowers
Vice President, CES®
Russell Marsan
Western Region Sales Manager / SVP
Carl Pikus
AVP/Account Executive
Rick Wittstock
Vice President | National Accounts
James Callejas
Vice President
Certified Exchange Specialist
Ron Ricard
Vice President
Margo Rosenthal, Esq.
Account Executive
Whitney Brennan
Vice President / Account Executive
Theresa Quartaro
AVP, Account Executive
Paul Van Every
Pacific Northwest Sales Manager
Milissa Ormiston-Hall
VP Oregon / SW Washington
Ted Stefan
Vice President
Greg Burns
Senior Vice President
Ross Fong
Senior Exchange Officer | Account Executive
Certified Exchange Specialist
Stephen Decker
SVP - Sales Manager
Tracey Wilson
Vice President
Jordan Phillips
Account Executive
Patrick Noonan
Account Executive
Marie C. Flavin, Esq.
Senior Vice President, Regional Manager
Tiffany Davies
VP, Sales Executive
Danita Vigil
Vice President / Account Executive
Claudia M. Kiernan, Esq., CES®
Sr. Vice President, Regional Manager
Anna Barsky
Vice President, Business Development Officer
Adrienne Salyer
Vice President | National Accounts
Graham Beene
Account Executive
Nicole Valdez
Vice President
Nancy Hughes
VP / Account Manager
Brian McNulty
Vice President / Business Development
Craig Brown, Esq. 817-271-1031
Senior Vice President, Regional Manager
Law - Texas
MJ
Molly Jones recommends Ashleigh Price
Broker Oct 27, 2025
We only use Ashleigh for our clients’ 1031 exchanges!
SS
Selma Smith recommends Ashleigh Price
Agent Oct 27, 2025
I cannot recommend her highly enough! No one knows more about 1031 exchanges than Ashleigh Price!
PG
Phillip Greenberg recommends Ashleigh Price
Agent Oct 27, 2025
Ashleigh is the most knowledgeable person when it comes to exchanges! I don’t refer my clients to anyone else!
KF
Kylee Fuhr recommends Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Business Development Executive Oct 27, 2025
I recently participated in an in office educational course on the 1031 tax exchange process having absolutely zero prior knowledge of this complex subject, I was thoroughly impressed by the quality of instruction and the depth of expertise provided.
The instructor is exceptionally experienced and knowledgeable in 1031 exchanges. She managed to translate highly technical and intricate material into an accessible and engaging format.
Her teaching approach was highly effective: she provided well structured resources, including a PowerPoint presentation and informative pamphlets, but expertly integrated these with open discussion and questions. She created a comfortable and welcoming environment that allowed every attendee to feel confident and safe when asking questions regardless of their background knowledge.
This course is an invaluable resource for anyone needing to grasp the fundamentals of the 1031 exchange process. If you were looking for an expert-led thorough and approachable training session I highly recommend this instructor.
A
Anonymous recommends Ross Fong
agent Oct 25, 2025
Great transaction/ 1031. Informative and always available to answer my client's calls.
Sandra Borducci recommends John Lee, Esq.
Managing member Oct 24, 2025
Very clear presentation
AA
Ashford Abbacy recommends John Lee, Esq.
CPA Oct 24, 2025
In a short time you covered as much material as you could cover. Thank you for your presentation.
LK
Lisa koenig recommends John Lee, Esq.
Tax Oct 24, 2025
nice work
FI
Francisca Ionescu recommends John Lee, Esq.
Realtor Associate Oct 20, 2025
Great presentation. lots of good advice and tips about DST 1031 exchanges
A
Anonymous recommends John Lee, Esq.
Oct 20, 2025
Great job very clearly explained!
JM
Jesús Mendez recommends John Lee, Esq.
Realtor Associate Oct 20, 2025
Thank you for the information.
PF
Phil Frye recommends Greg Smith, Esq.
Principal Broker Oct 19, 2025
Greg Smith did a wonderful job educating us on 1031 Exchanges!
SL
Steven Loomis recommends Theresa Quartaro
Oct 19, 2025
Many thanks to Theresa and the whole IPX1031 team, who exhibited 5-star excellence and professionalism. Instructions to my Broker Title Agent were spot on and the closing process went smoothly.
I highly recommend. SL 10-19-2025
JJ
Jameisa Jones recommends Luke Hays
Oct 16, 2025
Excellent presentation and very informative. He answered all the questions with enough detail to open the ideas to move forward. He was relaxed in his presents that showed he is an expert in his field.
SR
Stacy Rye recommends Russell Marsan
Real estate professional Oct 15, 2025
Russ is the best 1031 speaker/teacher there is. Easy to understand, very informative and most importantly, engaging and funny. Kind of. Seriously, I've taken this class a number of times and learn something new each time.
JH
Jacqueline Hardges recommends Carl Pikus
REALTOR Oct 15, 2025
Excellent session! Very informative. I'm now armed with some information that I can provide to my clients to provide them with leverage.
BS
Brad Shumaker recommends Greg Smith, Esq.
Founder, Shumaker Commercial Real Estate Oct 10, 2025
Greg is an outstanding instructor with expert knowledge on the use of 1031’s. Thanks Greg.
Kristina Jackson-Howell recommends Greg Smith, Esq.
Realtor Oct 10, 2025
Very informative and I would certain;y recommend others learning from this course
Richard A Garcia recommends Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Real Estate Investment & Development Oct 9, 2025
Recomiendo enfáticamente a la abogada Sangeeta Banerjee por su servicio excepcional en la asistencia de mis clientes con intercambios 1031 (1031 exchange).

Desde mi perspectiva en Desarrollo e Inversión Inmobiliaria, es crucial que mis clientes reciban el mejor asesoramiento legal. La Dra. Banerjee no solo domina la ley, sino que es una excelente comunicadora y educadora.

Lo que más destaco de su trabajo es:

Claridad y Educación Experta: Es excelente informando y se toma el tiempo de educar a mis clientes sobre cada paso del proceso 1031. Esta dedicación a la enseñanza elimina la incertidumbre y asegura que se cumplan todos los requisitos de manera precisa.

Profesionalismo Inigualable: El feedback de mis clientes es siempre el mismo: agradecen su profundo profesionalismo, la meticulosa atención al detalle y la tranquilidad que les da durante una transacción compleja.

La Prueba de la Confianza
Un detalle que subraya la calidad de su trabajo es que, al recomendar la Dra. Banerjee a un cliente nuevo para una futura transacción, con frecuencia me encuentro con la grata coincidencia de que ya habían trabajado con ella en el pasado y quedaron igualmente satisfechos. Esto no solo valida mi recomendación ante mis nuevos clientes, sino que asegura que quedan doblemente satisfechos al saber que están en manos de una profesional de probada trayectoria y confianza.

Si sus clientes o su proyecto requieren asistencia legal experta, diligente y didáctica en la planificación y ejecución de un intercambio 1031, la abogada Sangeeta Banerjee es la elección ideal. Su asesoramiento ha sido fundamental para el éxito de mis inversiones y la satisfacción de mis clientes.
CA
Clara A Pernas recommends Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Real Estate agent in Florida Oct 8, 2025
Estoy absolutamente encantada con la ayuda y el servicio que recibí de Sangeeta, en el proceso de 1031 Exchange. Recomiendo sus servicios sin reservas a cualquiera que necesite manejar este proceso tan complejo.
La profundidad de su conocimiento y experiencia en toda la materia del 1031 es verdaderamente notable. Desde el primer momento, demostró un dominio excepcional de las regulaciones, los plazos y las estrategias necesarias para navegar la transacción con éxito. Su preparación y profesionalismo me dieron una total tranquilidad durante lo que podría haber sido un proceso estresante.
Además de su impresionante conocimiento técnico, su disponibilidad y comunicación fueron de primera clase. Ella fue increíblemente paciente y siempre estuvo dispuesta a responder a todas y cada una de mis preguntas, por complejas o sencillas que fueran. Siempre obtuve respuestas claras, detalladas y oportunas, lo cual es invaluable en este tipo de transacciones.
Si buscas a una profesional altamente calificada, increíblemente preparada y dedicada para guiarte a través de un 1031 Exchange, no busques más. Sangeeta es la mejor opción.
LQ
Luanne Quarato recommends John Lee, Esq.
Realtor Oct 7, 2025
John did an excellent job of explaining the complexities of a 1031 tax exchange. He gave different scenarios which helped understand when it can be used. I hope John comes back again to teach another class.
RD
Randy Douglass recommends John Lee, Esq.
Broker Oct 6, 2025
“I attended a presentation about 1031/DSTs by John Lee. As a Broker for 40 years, Counselor and Investor, I understand the complexities of the IRC. But I thought John gave a great presentation representing the complexities of a 1031 Exchange. I do feel it would help all agents to best advise their own clients about 1031's and their investments.
MS
Maxine Sassano recommends John Lee, Esq.
Broker/Sales Person Oct 6, 2025
Very good and very informative. Great to see humor as well
JC
Julio Caceres recommends Russell Marsan
President Caceres Real Estate Group Oct 6, 2025
Great class at RCU. I always learn something new.
NL
Nancy Lanz recommends Russell Marsan
Realtor/Broker/Property Manager Oct 6, 2025
Phenomenal meeting/presentation on 1031 Exchanges.