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.
Share
Sangeeta Banerjee, Vice President IPX1031
VP | Senior Business Development ManagerMember of the Florida Bar and the District of Columbia Bar
Luke Hays
Vice President / Business DevelopmentLicensed Attorney in Tennessee
John Lee, Esq.
VP, Account ExecutiveAttorney, MBA, Qualified Real Estate Instructor(CE/CEC/CLE)
Greg Smith, Esq.
Vice President, Account Executive
Carl Pikus
AVP/Account Executive
Ashleigh Price
Vice President | National AccountsContinuing Education Instructor (UT), Notary Public (UT)
Sara Remley
Sales ExecutiveReal Estate Sales Associate
Ron Ricard
Vice President
Paul Van Every
Pacific Northwest Sales Manager
Rick Wittstock
Vice President | National Accounts
Theresa Quartaro
AVP, Account Executive
James Callejas
Vice PresidentCertified Exchange Specialist
Whitney Brennan
Vice President / Account Executive
Patricia A. Flowers
Vice President, CES®
Russell Marsan
Western Region Sales Manager / SVP
Ross Fong
Senior Exchange Officer | Account ExecutiveCertified Exchange Specialist
Tracey Wilson
Vice President
Margo Rosenthal, Esq.
Account Executive
Milissa Ormiston-Hall
VP Oregon / SW Washington
Greg Burns
Senior Vice President
Patrick Noonan
Account Executive
Stephen Decker
Vice President - Major Accounts
Marie C. Flavin, Esq.
Senior Vice President, Regional Manager
Ted Stefan
Vice President
Jordan Phillips
Account Executive
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
Graham Beene
Account Executive
Brian McNulty
Vice President / Business Development
Craig Brown, Esq. 817-271-1031
Senior Vice President, Regional ManagerLaw - Texas
Scott Nathanson
EVP, Regional Manager
Nancy Hughes
VP / Account Manager
Nicole Valdez
Vice President
MS
Mr. John Lee did great. It was a very educational and informative class
Thanks to him and two other speakers as well
Best regards,
Marian Sirazi
Thanks to him and two other speakers as well
Best regards,
Marian Sirazi
A
Anonymous
recommends
John Lee, Esq.
2 days ago
Highly informative and easy to understand.
Luke was great! Really patient with questions.
A
Anonymous
recommends
John Lee, Esq.
2 days ago
John did an amazing job teaching us the information . Great speaker😃
DA
Great presentation and value learning about 1031 Exchange. Highly recommend his class! Informative and a wealth of information. Thank you!
A
Anonymous
recommends
John Lee, Esq.
2 days ago
Great lesson
SC
Great class. Lots of info. Kept the mood light. Great info
GR
Gene Russo
recommends
John Lee, Esq.
2 days ago
John your course was very informative.
AD
John did a great job of explaining using humor the whole way through. Great job!
KP
Kim P Cox
recommends
John Lee, Esq.
2 days ago
Great speaker! I learned so much.
CP
Very engaging
SS
Great speaker!
A
Anonymous
recommends
John Lee, Esq.
2 days ago
Great speaker. Great humor
DO
Leaned a lot
SK
John provided a lot of knowledge
CR
Theresa did an amazing job of going over all aspects and explaining thoroughly! Very informative!
DH
Great session Greg. Very informative.
KC
Greg did a wonderful job with the presentation of 1031 Exchanges. I am not an agent and do not know much about them at all. I work closely with the agents on their deals and for me to at least have an introduction and better understanding of this topic was beneficial to my career. I learned quite a bit, took notes to research further on my own, and also participated in the seminar. Greg is extremely knowledgeable, and I would recommend him to everyone! Greg, thanks again for your expertise.
KC
Greg is extremely knowledgable when it comes to 1031's, I learned a ton in his seminar and would recommend him to anyone
Sara’s class yesterday was absolutely fantastic! She’s not only incredibly knowledgeable and informative, but she also has a rare gift for teaching in a way that’s fun, engaging, and full of positive energy. The time flew by—and not because it was short, but because it was so enjoyable and enriching! If you ever have the chance to take one of Sara’s classes, don’t think twice—go for it! You’ll be so glad you did. Thanks, Sara1031!
RR
I cannot recommend Margo highly enough as a 1031 exchange professional. From start to finish, she was the epitome of kindness, professionalism, and efficiency. Navigating a 1031 exchange can be daunting, but Margo made the process feel seamless and even enjoyable.
What truly stood out to me was her patience and ability to explain every step clearly—never once making me feel rushed or silly for asking questions (and I had plenty!). She responded quickly, handled all the details with impressive precision, and ensured that nothing slipped through the cracks.
In a world where it’s easy to feel like just another client, Margo made me feel genuinely supported. If you're looking for someone who knows their stuff, communicates exceptionally well, and treats you like a priority, Margo is the one you want by your side
What truly stood out to me was her patience and ability to explain every step clearly—never once making me feel rushed or silly for asking questions (and I had plenty!). She responded quickly, handled all the details with impressive precision, and ensured that nothing slipped through the cracks.
In a world where it’s easy to feel like just another client, Margo made me feel genuinely supported. If you're looking for someone who knows their stuff, communicates exceptionally well, and treats you like a priority, Margo is the one you want by your side
CA
Greg gave the NAI Harmon Group a fantastic and insiteful presentation on 1031 Exchanges. They can be complicated but Greg broke it down and helped to provide a better understanding of the process and all the many options involved. I'm happy to know I can call on Greg and his expertise to assist my client's needs.
BB
I recently sat in a CE class with Greg Smith, Esq. and the wealth of knowledge and understand he demonstrated re: 1031 exchanges was very informative! He did a great job with providing valuable information, and made the class interesting. Thank you, Greg!
Greg’s 1031 presentation to our entire brokerage was incredible. Greg presents in an engaging fashion, encourages participation and brings real world examples. Highly recommend this class!
LM
A world of knowledge for the investor!
