John Lee, Esq.

VP, Account Executive IPX1031 Northeast and Mid-Atlantic Attorney, MBA, Qualified Real Estate Instructor(CE/CEC/CLE)
John is a member of the New York State Bar and is admitted to practice before the Federal Southern and Eastern District courts. John is a Qualified Real Estate Instructor for Continuing Education Courses (CEC). He also teaches Continuing Legal Education (CLE) to attorneys, which is also available to CPAs, accountants, real estate investment brokers and tax professionals. John is an accomplished attorney with over 20 years of experience in law, finance, tax, commercial real estate, estate planning, wealth management, corporate structuring, litigation and securities law. He holds a Master in Business Administration (MBA) degree with a concentration in financial planning and accounting from the Graduate School of Business at the University of Rochester. With his Juris Doctor (JD) from Cardozo School of Law and an MBA, John bridges the gap between law and finance by serving clients to maximize wealth and minimize costs. John was not only a general practitioner representing myriad clients ranging from real estate transactions to corporate structuring, but he also worked as an attorney at top international law firms and financial institutions. He brings a highly specialized skill set that enables him to bring the best legal, wealth preservation through IRC Section 1031 tax deferrals and investment strategy to IPX1031 clients.
Pinned Recommendation
Mar 5, 2019
Professor & Tax Parrtner
John is the consummate QI professional. He is conscientious and attentive, putting his clients' needs foremost. He has a diverse and accomplished legal and business background, which gives him a deep and nuanced perspective of issues that his clients face and helps him recognize and address client issues in an efficient manner. John is well-known and well-regarded in the real estate and legal communities. His access to such resources helps him connect his clients with the person who is best suited to address his clients' business and legal needs.
Aug 30, 2019
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
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.
Jun 11, 2019
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
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
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
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
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
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.
Mar 21, 2019
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.
Feb 28, 2019
Vice Managing Partner - Falcon Rappaport & Berkman PLLC
John and I tag-teamed a presentation comparing 1031 exchanges to the Qualified Opportunity Zone program at the Chinese American Real Estate Association (CAREA) meeting in Flushing, New York. John did well presenting the key advantages 1031 exchanges have over Opportunity Zone investments when a client sells real estate. Our rapport contributed to a productive back-and-forth that educated the audience and sparked significant interest in services from both our firms.

IPX1031 Northeast and Mid-Atlantic - Team Members