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 DevelopmentLicensed Attorney in Tennessee
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
VP | Senior Business Development ManagerMember of the Florida Bar and the District of Columbia Bar
John Lee, Esq.
VP, Account ExecutiveAttorney, MBA, Qualified Real Estate Instructor(CE/CEC/CLE)
Russell Marsan
Senior Vice President
Ashleigh Price
Vice President | National AccountsContinuing Education Instructor (UT), Notary Public (UT)
Greg Smith, Esq.
Vice President, Account Executive
Patricia A. Flowers
Vice President, CES®
Sara Remley
Sales ExecutiveReal Estate Sales Associate
Carl Pikus
AVP/Account Executive
Rick Wittstock
Vice President | National Accounts
James Callejas
Vice PresidentCertified Exchange Specialist
Whitney Brennan
Vice President / Account Executive
Margo Rosenthal, Esq.
Account Executive
Ron Ricard
Vice President
Claudia M. Kiernan, Esq., CES®
Sr. Vice President, Regional Manager
Theresa Quartaro
AVP, Account Executive
Paul Van Every
Pacific Northwest Sales Manager
Greg Burns
Senior Vice President
Stephen Decker
SVP - Sales Manager
Tracey Wilson
Vice President
Jordan Phillips
Vice President / Account Executive
Patrick Noonan
Account Executive
Adrienne Salyer
Vice President | National Accounts
Tiffany Davies
VP, Sales Executive
Marie C. Flavin, Esq.
Senior Vice President, Regional Manager
Anna Barsky
Vice President, Business Development Officer
Graham Beene
Account Executive
Nancy Hughes
VP / Account Manager
Nicole Valdez
Vice President
Brian McNulty
Vice President / Business Development
Nico Nesenoff, Esq.
Vice President
Craig Brown, Esq. 817-271-1031
Senior Vice President, Regional ManagerLaw - Texas
Whitney provided a very informative class and answered all of our questions!
When I refer a client to another professional, I put my name and reputation behind that recommendation. For more than 15 years, I have proudly referred clients to Patrick Noonan, Vice President and Account Manager with Investment Property Exchange Services, and I was pleased to do so again recently.
Patrick is an expert in 1031 exchanges—a complex tax-deferred transaction where knowledge, precision, and experience matter. He has consistently been ahead of his time, bringing a forward-thinking approach and a deep understanding of the exchange process. His expertise gives me confidence when connecting him with clients who need guidance through these important decisions.
Trust is earned over time, and Patrick has earned mine. I highly recommend him to anyone considering a 1031 exchange. He is a professional I am proud to have in my corner and to recommend to my clients.
Jay Marks, Broker
Jay Marks Real Estate
Patrick is an expert in 1031 exchanges—a complex tax-deferred transaction where knowledge, precision, and experience matter. He has consistently been ahead of his time, bringing a forward-thinking approach and a deep understanding of the exchange process. His expertise gives me confidence when connecting him with clients who need guidance through these important decisions.
Trust is earned over time, and Patrick has earned mine. I highly recommend him to anyone considering a 1031 exchange. He is a professional I am proud to have in my corner and to recommend to my clients.
Jay Marks, Broker
Jay Marks Real Estate
Thank you for very valuable useful information.
It was very informative.
Great presentation! We appreciate your time!
It was very informative.
Great presentation! We appreciate your time!
DG
John gave an informative overview of the 1031 exchange. The presentation was thorough enough to provide our clients with basic level knowledge without overwhelm.
LB
Great presentation, clear explanation of the 1031 tax exchange rules.
Thank you John!
Thank you John!
RZ
John Lee was very informative explaining about 1031 exchanges. Learned a lot about this exhange
Great class !
Great class !
A
Anonymous
recommends
John Lee, Esq.
Oct 1, 2026
A good lecturer! I learned a lot of 1031 exchange.
DJ
Very knowledgeable, great speaker, engaging in his presentation.
A
Anonymous
recommends
John Lee, Esq.
Oct 1, 2026
Thanks a lot for the information and knowledge!
KF
Great class, very informative!
A
Anonymous
recommends
John Lee, Esq.
Oct 1, 2026
Very informative teacher
RR
The class was very informative. There was so much great information and examples to make the information easy to understand. Great work.
DL
Very informative
A
Anonymous
recommends
John Lee, Esq.
Sep 29, 2026
Outstanding presentation on 1031
John was really informative
A
Anonymous
recommends
John Lee, Esq.
Sep 29, 2026
John did a thorough job explaining 1031 exchanges. Thank you!
DE
John and his colleagues took the time to sit down with our team in person, to provide additional insight into IPX1031 services, resources and the DST investment market.
DB
David Block
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Director of growth and Development
Sep 24, 2026
I recently took the 1031 Exchange class as part of my commercial real estate certification through the Miami Board of REALTORS®, and I thought it was an excellent class.
Sangeeta Banerjee was a great instructor. She was very knowledgeable, explained the material clearly, and made a real effort to engage the audience throughout the class. 1031 exchanges can be a complicated topic, but she did a great job breaking down the information and making it easier to understand and apply to real-world transactions.
I found the class to be very informative and worthwhile. I came away with a much better understanding of 1031 exchanges and how important they can be in commercial real estate. I would definitely recommend this class to other real estate professionals looking to expand their knowledge.
Sangeeta Banerjee was a great instructor. She was very knowledgeable, explained the material clearly, and made a real effort to engage the audience throughout the class. 1031 exchanges can be a complicated topic, but she did a great job breaking down the information and making it easier to understand and apply to real-world transactions.
I found the class to be very informative and worthwhile. I came away with a much better understanding of 1031 exchanges and how important they can be in commercial real estate. I would definitely recommend this class to other real estate professionals looking to expand their knowledge.
KS
Sangeeta was Amazing! From the start of the class Sangeeta exuded ENERGY. Sangeeta is extremely passionate and very resourceful. I left the class feeling extremely confident and knowledgeable.
Great 1031 Class as appreciate you sharing so much great info.
NC
Noelly Corrales
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Sep 18, 2026
Sangeeta is an amazing person—very knowledgeable, enthusiastic, and kind. She truly cared about making sure we understood the material, and she is an excellent speaker. I really enjoyed her presentation!
LU
Luz Uribe
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Sep 18, 2026
Fue un placer enorme recibir asistencia de una compania tan seria y profesional. Sangeeta y La guinda siempre amablemente me explicaron y solucionaron todo en el proceso. Todo salio perfecto. Mil gracias!
JM
Sangeeta is incredibly knowledgeable and made learning about 1031 Exchanges interactive and fun. I highly recommend working with Sangeeta and her team!
EA
Carl was extremely informative! I have taken this class twice before in the last 5 or 6 years. It was great to have this particular class to get more specific answers to my own personal 1031 situations. He is very knowledgable.
TM
Incredible 1031 class today! Knowledge is power!
Thanks Carl!
Thanks Carl!
