IPX1031 Northeast and Mid-Atlantic

IPX1031® is a unique company focusing 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 talented nationwide team and extends to the services we deliver to you.

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Recommendations (55)

Aug 30, 2019

Anthony Rosa recommends John Lee, Esq.

President

On behalf of the Rutherford Rotary, we thank you for that amazing presentation. You made it fun and a healthy learning environment. You embraced questions from the audience and made sure to take your time around the more sensitive important area. The audience was engaging with you which made it seem they were intrigued and paying attention. Your presentation overall was much appreciated. The supporting handouts will make it easy for us to refer back go something that may have gone over our heads. After the presentation I received numerous messages saying how good the meeting was. Thank you so much for taking your time to meet and discuss.
Aug 12, 2019

Edward S. Metz recommends John Lee, Esq.

President, Metz &b Sons, Inc.

In business as in life we have choices.
Metz & Sons, Inc has investment rental property in Bethany Beach DE (Sea Colony) and the closing attorney that closed that property provided us with two suggestions for a 1031 exchange agent. John Lee was one of those recommendations. After speaking with both of them and finding both to be experienced and qualified, there was just something about John that gave me comfort with his ability to walk me through the process. While I did not commit to him immediately, John was always able to answer follow-up questions for me. It was his attention to detail, providing information to educate me on LKE that won me over. Over the past 5 months, John and I have discussed the intricacies of our 1031 exchange and as a Entrepreneur and Real Estate investor John helped illustrate the utility of financing/refinancing in conjunction with a 1031 capital gains deferral for individuals and companies looking to leverage their income producing properties with better mortgage rate strategies. Members of the IPX 1031 team working with John are also cut from the same high level of customer service and attention to detail. All emails sent get a timely acknowledgement so that I am never left wondering if it was received, read and understood. I would not hesitate to recommend John to others.
Jul 25, 2019

Lydia Edwards recommends Patricia A. Flowers

I was so incredibly impressed with Patricia's and Maribel's patience, professionalism and responsiveness.
They will be my first call for the next 1031 exchange and I am definitely recommending them to my friends.
Jul 16, 2019

Jack gould recommends Patricia A. Flowers

Attorney

We have just completed the “reverse exchange”, and I want to tell you how much we enjoyed working with you and Armesha Bell. You are both so knowledgeable, patient and responsive, and you made this transaction so much easier for all of us.
We would recommend IPX to anyone who is looking to conduct a 1031 tax free exchange.
Thank you.
Jul 11, 2019

Norman Lee recommends Patricia A. Flowers

Investor

Thank you for all your help in putting this deal together.

However, I would be remiss if I did not express to you what a gem of a person you have in Wendy Bloom. Polite, professional, caring, incredible follow up, she is the epitome of what a professional should aspire to be! She talked me off the ledge more than once, and dealt with all sorts of my shenanigans with calmness and a cool head.

I could not have done it without her direction and insight.

She was a blessing to work with, and I am incredibly lucky to have had her as my go-to person for this 1031!

Thank you Wendy!!!!


Jun 19, 2019

Tiffany Semprini recommends Patricia A. Flowers

Realtor

Last year I took a continuing education class with Patricia, titled 1031 Exchange the Basics. It was one of the most informative and engaging classes I have attended. I was able to apply the knowledge learned in the class directly to my business. In fact, since taking the course, two clients of mine, who were not aware of a 1031 exchange, used the tax benefit to purchase properties. I highly recommended Patricia’s programs and I look forward to taking another.
Jun 11, 2019

Amanda BUdd recommends John Lee, Esq.

Mortgage Loan Officer

John's presentation is not only of value and helpful but his strategies will further clients ability to build and protect their wealth. Thanks John excited to work with you.
May 24, 2019

Zach I. Moore recommends John Lee, Esq.

Licensed Production Partner

John presented on 1031 exchanges in Pittsburgh, PA and as a mortgage finance professional that works with sophisticated investors, John did a good job presenting the benefits of a Like-Kind Exchange. He helped illustrate the utility of financing/refinancing in conjunction with a 1031 capital gains deferral for individuals and companies looking to leverage their income producing properties with better mortgage rate strategies. Having a resource like John will impact my clients and all me continue to grow my business.
May 22, 2019

Josh Caldwell recommends John Lee, Esq.

President of the Pittsburgh Real Estate Investors Association

John is phenomenal.

He did a presentation on 1031 exchanges to my group of 160 real estate investors, that was both informative and relatable. He made a very complicated topic easy to understand. He answered a variety of audience questions, in a way that was informative without being needlessly complicated. John is a rare combination. He is an expert who can communicate in plain language. I would gladly have John back to speak to my group in the future.

Sincerely
Josh Caldwell
May 22, 2019

Carl B Baker recommends John Lee, Esq.

National Sales Director

John presented on 1031 exchanges to our group of over 180 real estate professionals at the Pittsburgh Real Estate Investors Association (REIA). He did a great job presenting the complexities of a 1031 exchange. He contributed to an engaging and well thought out discussion. There would have been more questions if we had more time. I overheard several REIA members complimenting John on his presentation. One of the members told me they are currently working on 2 1031 Exchanges. We would welcome him back.

May 21, 2019

Monica Sample recommends John Lee, Esq.

Realtor

John presented on 1031 exchanges to my firm today in the Sewickley Office, PA. John did an excellent job presenting the complexities of a 1031 exchange when a client sells real estate. His discussion was extremely informative.
May 21, 2019

Todd Kilgore recommends John Lee, Esq.

Todd Kilgore

Honestly knew very little about the 1031 exchange process prior to today in Sewickley. John was clear and concise and made the 30 minute commute each way a positive experience for myself and soon to be my clients. I believe our entire firm would benefit by having John speak to the group and get involved with our vast network of investor clients.
May 9, 2019

Attorney Lisa Lugauskas recommends Patricia A. Flowers

VP/Director of Education and Training, Fidelity National Title Group

I had the pleasure of attending a seminar presented by Patricia A. Flowers on April 25, 2019. The breadth of her knowledge on the topics was amazing. She knew the tax code better than most CPA’s. She is a natural presenter. She was comfortable and at ease with the audience. She fielded many difficult questions posed to her with great expertise. She has the ability to shift from any one topic to the other seamlessly. She is likeable, knowledgeable, professional and we are super happy to have her on our team.
Apr 16, 2019

Luddy Makuch recommends Patricia A. Flowers

Patty Flowers of IPX is very knowledgeable in the 1031 exchange program. She explains everything in detail and everyday language so your client knows how to use 1031 exchange correctly.
Mar 28, 2019

Fred Samuel recommends Marie C. Flavin, Esq.

Attorney

Marie is one of, if not thee, preeminent 1031 expert(s), well known in the industry - and for good reason. Over the past 20+ years I have dealt with her on many 1031 transactions. I have yet to find a situation where she did not know the answer immediately. Her advice and guidance has been invaluable. She is the only 1031 Qualified Intermediary I would recommend.
Mar 22, 2019

Olga Klugina recommends Marie C. Flavin, Esq.

Attorney

Marie Flavin is a highly knowledgeable professional in her field and every transaction that we have worked on together was smooth and seamless. Every one of my clients who did a 1031 exchange with IPX1031 had the confidence that they were in good hands throughout the process and walked away happy in the end.

1031 exchanges are so easy with Marie not only because she knows exactly what she is doing, but also because Marie is always calm, reassuring and supportive every step of the way. She is an absolute pleasure to work with and I highly recommend her to anyone who needs guidance with a 1031 exchange transaction.
Mar 21, 2019

James K. recommends John Lee, Esq.

Attorney

John recently provided an excellent presentation on 1031 exchanges to my law firm's Real Estate Practice Group in Pittsburgh, PA. John's comprehensive presentation simplified the complexities of a 1031 LKE exchanges when a client sells real estate. The presentation was followed by an in depth discussion and question and answer that provided additional insight for the group.
Mar 15, 2019

Seth D. Friedland recommends Marie C. Flavin, Esq.

Attorney

Marie is a gem, without parallel in the 1031 world. No deal is too complicated or difficult to sort through with her and her team. I have used Marie exclusively for close to 20 years, and her diligence, experience, and problem-solving expertise shown in numerous forward and reverse exchanges in my deals (some with seemingly insurmountable curve balls), sets her far apart from her peers and competitors. I would not contemplate any potential 1031 without her involvement.
Mar 12, 2019

Louis Fresolone recommends Marie C. Flavin, Esq.

Chief Financial Officer

With Marie's expert guidance, our Company has completed dozens of successful 1031 transactions over the past several decades including reverse exchanges and many other exchanges with complex technical issues. LargaVista Companies never has, now will we, attempt to engage in these transactions without Marie's indispensible, highly reliable, and trustworthy assistance. It is my pleasure to provide the highest recommendation for Marie Flavin and IPX.
Mar 8, 2019

Russell Guba recommends Marie C. Flavin, Esq.

Attorney at law

Marie has always been very helpful, professional and knowledgeable in all my interactions with her, which have been many. I give her my highest recommendation and look forward to working with her in the future.
Mar 8, 2019

Peter Chernin recommends Marie C. Flavin, Esq.

1031 Exchange Fractional Ownership Solutions - DST's - Registered Representative

I’ve worked many cases with Marie and her team at IPX1031 and they have always exhibited the utmost of professionalism, knowledge and accountability. Marie’s wealth of information from many years of experience is available as a resource to her clients and regardless of the complexity of the situation she knows how to get things done right. I highly recommend them to anyone involved with a 1031 exchange to help navigate through the process and I trust them wholeheartedly.
Mar 7, 2019

rameela patel recommends Marie C. Flavin, Esq.

owner of financial planning firm

i first met marie at a financial planning conference about 20 years ago and have been using her ever since. she is extremely knowledgeable and up to date with the latest rules and regs. i cannot think 1031 without thinking Marie Flavin

when i asked my attorney for a 1031 referral he said use marie flavin.

as long as i have my properties i cannot do without marie and her office. efficient pleasant knowledgeable helpful.

highly highly recomment
Mar 7, 2019

SYLVESTER SICHENZE recommends Marie C. Flavin, Esq.

REAL ESTATE ATTORNEY

Marie Flavin is excellent at her job. She is easily accessible and always professional. She is one of my go-to people at IPX and I know I do not have to worry when things are in her hands. She is always ready to take on what I ask her to and helps me in any way that she is able.
Mar 7, 2019

John J Hughes Jr recommends Marie C. Flavin, Esq.

President

I insist that clients and customers of our firms utilize Marie Flavin and IPX1031 for all real estate tax free exchange transactions.
Marie has been assisting our clients for approximately 20 years. I have seen her presentations on many occasions.
Marie has a complete intellectual mastery of the 1031 exchange area. She combines that expertise with seamless and efficient execution of transactions assigned to her firm. She is supported by a Fortune 500 company. She combines these assets with a winning personality.
There is no reason to consider using anyone else or any other firm.
Mar 7, 2019

Bradley T. Borden recommends Marie C. Flavin, Esq.

Professor of Law and Section 1031 Attorney

Marie is an unquestioned leader in the section 1031 industry in New York City and surrounding areas. As the leader of IPX’s operations in this region, Marie has facilitated numerous complex exchanges and oversees thousands of exchanges each year. Drawing from her extensive experience, Marie provide valuable insight into the exchange process, assisting IPX’s numerous clients with all types of exchanges in a professional, personal, and efficient manner. Marie’s in-depth knowledge of the section 1031 rules allows her to interact seamlessly with other professionals who are involved in the exchange process.
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