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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 is a Guest Lecturer at NJ, PA, NY Bar Associations, Law Schools, and Land & Title Associations. 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.
Feb 27, 2023
Commercial Real Estate Attorney
John, gave and informative and topical presentation to our group. His wealth of knowledge is apparent and we will certainly have him back.
Feb 22, 2023
Partner
I attended John's webinar presentation on 1031 Exchanges. The webinar was very informative, and John was very organized, easy to understand and answered all questions efficiently and effectively.
Feb 22, 2023
attorney
I enjoyed John’s seminar on 1031 exchanges. He is extremely knowledgeable on the subject. I appreciate him taking the time to teach us about the exchanges.
Jan 25, 2023
Marketing Director at O'Brien Realty
John Lee recently hosted a presentation on 1031 Exchanges and Capital Gains at our Real Estate Brokerage, O'Brien Realty. He was absolutely fabulous and provided our agents with some much knowledge and gave so much insight into the topic that we never realized we knew so little about. We are so appreciative that he came out did this presentation for us, he highly recommend attending one of John's training classes.
Dec 13, 2022
I attended a 1031 Exchange webinar hosted by John Lee, Esq. on 10/13/22. My clients needed help structuring a 1031 exchange with seller financing. I am extremely impressed with John's knowledge and resources. He helped figure out the perfect solution for my clients!
Dec 13, 2022
REALTOR
Thank you Mr. Lee for your enlightening presentation of a macro and micro
look at what's happening with 1031 exchanges. In the Pittsburgh
market it is mandatory to have an expert $$man that I can recommend to
my top tier investors. I look forward to doing business with you in the future.
Dec 13, 2022
Director, Financial Wellness Services
John did an excellent job presenting the 1031 information to our group. We will do it again.
Oct 14, 2022
John was a tremendous help in completing my first 1031 exchange. His willingness to take the time to walk me through the nuances, benefits and process of a 1031 exchange were instrumental in making the sale and purchase of my properties happen.

John's pleasant demeanor on the phone and expertise in this area truly alleviated all concerns and hesitations I had in entering into a 1031 exchange. Thanks to John and the rest of the IPX team, I am firmly positioned in my next "bigger and getter" investment property! Without a doubt, he will be my first point of contact for my next 1031!!
Sep 13, 2022
Realtor
What a wealth of knowledge! He will be so helpful and specific with my clients.
It was great meeting you and look forward to next 1031 exchange!
May 21, 2022
As a repeat client, John Lee, Esq. helped me and my family through a complicated finance and tax structuring issues for our commercial real estate. He's very knowledgeable, professional and always responsive to our questions. I highly recommend John.
Apr 29, 2022
Realtor
Thanks, John! The meeting was very informative and the power point study sheets will be a good reference for me. I appreciate your time! Thank you!
Joan
Apr 28, 2022
Director of Operations
John Lee held a 1031 presentation today for my office. I and my agents truly appreciated John's knowledge of the subject and ability to help us understand the process in ways that I am sure will have an impact on our businesses. John is absolutely our go to guy from know on when it comes to 1031 Exchanges!
Apr 28, 2022
In-House Counsel and Vice President, Title Operations
This morning John Lee lead a presentation on 1031 exchanges for a group of our Pennsylvania real estate licensees. John is obviously knowledgeable on the subject and presented it in such a way that engaged the attendees. They left feeling that there is an opportunity for business in 1031s, and a well-informed partner in John Lee and IPX 1031 to help navigate the sometimes intimidating aspects that come along with tax-deferred exchanges.
Mar 18, 2022
Partner
I have been working with John as our 1031 QI expert for the past 5 years. He is highly intelligent and well versed in the all subjects related to 1031. I know when i send him a client to work with that they will be taken care of properly and that their 1031 will be smooth. It has been a pleasure to work with him and we look forward to working together for years to come.
Feb 28, 2022
Broker
John is an expert at what he does and cares for his clients!
Feb 17, 2022
C21 Preferred realty, Broker Manager
John Lee and I were introduced through social channels and educated my agents on the 1031 process. John was thorough and as well knowledge. Reach out to John for all your exchange needs.
Feb 15, 2022
Senior Regional VP
I have had the pleasure of working with John on numerous occasions with some of my top client relationships. He always brings a level of knowledge and experience that is a cut above the norm. His experience as an attorney in the role of a Qualified Intermediary has been the perfect Educational Resource for me to utilize with my CPA, CRE Broker and Investment Advisor Centers of Influence.

I strongly recommend him.

Mick
Feb 11, 2022
Attorney
John provided a clear and informative presentation on 1031 exchanges to a group of attorneys in our law firm.
Oct 19, 2021
Last week. I hosted Webinar presentation by John Lee. As an experienced real estate profession and investor, I understand the complexities of the IRC, John did well presenting the complexities of a 1031 Exchange when a client sells real estate.
If you have any question about 1031 exchange, just contact John. I am sure he can give you the right answer.
Mar 18, 2021
Attorney
I was very impressed by John Lee's webinar on 1031 exchanges. As an attorney whose practice involves 1031's, I found John insights and suggestions to be educational and thought provoking. John really knows what he is doing !!
Feb 18, 2021
Director - Marketing
John is clearly someone who knows his trade. His presentation to our executive group during our Commercial Real Estate Forum was informative, comprehensive, and laid out various idea-generating strategies for property owners and individuals coming into property ownership or transactions to save themselves from a significant tax liability. If I have a potential opportunity for a 1031 Exchange, the only guy I'm calling is John Lee.
Feb 18, 2021
Owner
John is a spectacular resource and really knowledgeable, a "lawyers lawyer." He gathers the facts and desired approach and develops a well thought out and appropriate game plan. Highly recommended!
Feb 18, 2021
CEO Founder
John brings a wealth of knowledge to the commercial real estate world. He is always well received and people want to connect with him because he is an expert with a great personality.
Feb 12, 2021
Realtor
John held an excellent virtual presentation for our team of Compass Realtors about the 1031 Exchange. John has a wealth of knowledge and expertise in this area and is great resource for our real estate clients. Thank you.
Feb 12, 2021
Realtor
I am thankful for John and his presentation today. He spoke with our team today and everyone was happy with the conversation and information. Looking forward to having him involved with a client presentation and or some Continuing Ed seminars to help us grow our brand and sphere.
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My Associations

IPX1031 Northeast and Mid-Atlantic - Team Members