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
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
3 days ago
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!
WH
William H
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Sep 9, 2026
I had the pleasure of working with Sangeeta and LaQuinda on a multi city 1031 exchange. It was my first time doing a 1031E and truly appreciated all their guidance. The transaction was successfully completed and I give my full recommendation in working with their team.
AM
Adi Makhija
recommends
Greg Smith, Esq.
Sep 6, 2026
Greg's seminar on 1031 exchange was very informative and thoughtfully presented. I really enjoyed learning from Greg.
ML
She did absolutely amazing! I walked in not knowing much and walked out with a lot more knowledge.
DD
Excellent class! Very knowledgeable and offers insights and “what if” situations.
WF
Warwick Ferretti
recommends
Greg Smith, Esq.
CEO founder Ohio Home Improvement Organization LLC and Realtor
Sep 2, 2026
Really enjoyed Greg and his presentation. Looking forward to working with him and his company on a few of our own 1031 exchanges in the near future. Thanks.
A
Anonymous
recommends
Greg Smith, Esq.
Sep 2, 2026
Very informative class on 1031 exchange
Adrienne was very knowledgeable about 1031. I’ll surely reach out to her when I have my next one.
Thank you!
Thank you!
KB
Awesome job
MH
Highly recommend using Adrienne! She really knows her stuff and was able to explain 1031s in a way that makes sense.
KJ
Kirsten James
recommends
Ashleigh Price
Aug 31, 2026
Ashleigh is the best in the industry.
HH
Hannah Hansen
recommends
Ashleigh Price
Aug 31, 2026
Cannot recommend Ashleigh highly enough!
JM
Jaden Malcolm
recommends
Ashleigh Price
Aug 31, 2026
We only refer our clients to Ashleigh. She and her team are the best in the business!
GG
Gemma Glade
recommends
Ashleigh Price
Aug 31, 2026
I really appreciate Ashleigh’s professionalism and knowledge base. We love working with her!
JR
Jeff Ransom
recommends
Ashleigh Price
Aug 31, 2026
Ashleigh is the only person we trust to facilitate our 1031 exchanges. She’s the greatest!
MB
Margo not only has helped our client, but presented our team a wealth of information. She truly know what she is talking about. Highly suggest Margo if you are looking to roll your investments into a 1031 exchange.
RR
Rob Reid
recommends
Sangeeta Banerjee, Esq., L.T.A., VP IPX1031
Aug 15, 2026
Working with Sangeeta and Judy at IPX1031 made our 1031 exchange—from the sale of our townhouse to the acquisition of our duplex replacement property—an outstanding experience from start to finish. As first-time exchangers, we weren’t entirely sure what to expect, but they exceeded every expectation. From the moment we began, they made the process clear and comfortable, listened carefully to our goals, and never made us feel rushed or pressured.
They handled every detail with patience, expertise, and genuine care—guiding us through the Qualified Intermediary role, identification deadlines, and closing coordination with precision. What impressed us most was that their exceptional service didn’t stop once the paperwork was signed. They stayed proactive, followed up consistently, and ensured everything stayed on track so we could focus on the properties rather than the complexity of the exchange.
In a process that can easily feel overwhelming, Sangeeta and Judy combined deep 1031 knowledge, professionalism, and outstanding client care so seamlessly. They turned what could have been a stressful transaction into a smooth, confidence-inspiring experience. We wholeheartedly recommend IPX1031—and specifically ask for Sangeeta and Judy by name. You’ll be in excellent hands.
Thank you both for making our first 1031 exchange absolutely flawless. You’ve earned clients for life.
They handled every detail with patience, expertise, and genuine care—guiding us through the Qualified Intermediary role, identification deadlines, and closing coordination with precision. What impressed us most was that their exceptional service didn’t stop once the paperwork was signed. They stayed proactive, followed up consistently, and ensured everything stayed on track so we could focus on the properties rather than the complexity of the exchange.
In a process that can easily feel overwhelming, Sangeeta and Judy combined deep 1031 knowledge, professionalism, and outstanding client care so seamlessly. They turned what could have been a stressful transaction into a smooth, confidence-inspiring experience. We wholeheartedly recommend IPX1031—and specifically ask for Sangeeta and Judy by name. You’ll be in excellent hands.
Thank you both for making our first 1031 exchange absolutely flawless. You’ve earned clients for life.
