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IPX1031 Northern California

225 Recommendations
About
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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Ron Ricard
Vice President
James Callejas
Vice President
Certified Exchange Specialist
Ross Fong
Senior Exchange Officer | Account Executive
Certified Exchange Specialist
Recommendation for Ross Fong
May 4, 2025
Thanks for reconnecting. Great discussion on exchanges.
Recommendation for Ross Fong
Apr 15, 2025
Glad I found you! Thanks for taking the time to take our multiple calls yesterday.
Recommendation for Ross Fong
Mar 23, 2025
Reliable and extremely thorough. Much thanks Ross
Recommendation for Ross Fong
Feb 27, 2025
Learned a lot during our meeting. During our exchange, Ross was always quick to respond. Definitely will refer to my friends.
Recommendation for Ross Fong
Feb 12, 2025
many past 1031 discussions, and we finally meet a few weeks back. Simple responses kept my clients at ease, and in the end they closed on their purchase within their deadline. Thanks again
Recommendation for Ross Fong
Jan 30, 2025
Nice meeting you last week after all these years! Thanks again
Recommendation for Ross Fong
Jan 23, 2025
1031 exchanges seem simple, but quite complex when doing it. Ross answered all my questions, and emphasized the importance of the 45 day deadline, and with a bit of luck, our 1031 was successful. Glad it's over though
Recommendation for Ross Fong
Dec 30, 2024
Answered all my questions, and to the point. Very helpful
Recommendation for James Callejas
Dec 28, 2024
Great communicator. Easy to speak with and he is quick to understand the situation and how to structure a complex process.
Recommendation for Ross Fong
Dec 27, 2024
Always my 1031 go-to for my clients' exchanges Knowledge and reliable. Also, thanks for meet with Mark/Elle, and her siblings last month.
Recommendation for Ross Fong
Nov 30, 2024
Very knowledgeable and responsive. Have worked with Ross several times, and will continue to do so.
Recommendation for Ross Fong
Nov 24, 2024
Mr Fong was helpful in guiding us through the 1031 process. Our 1031 was smooth and went extremely well. I highly recommend him!
Recommendation for James Callejas
Nov 12, 2024
Hi James,

Thank you for your talk at our office meeting last Thursday at Coldwell Banker. In 21 years of doing this, your talk was the most informative and motivating I’ve heard.

Great info. Thank you.

Steve
Recommendation for Ross Fong
Oct 29, 2024
Very informative. Thanks again Ross
Recommendation for Ross Fong
Oct 27, 2024
Thanks for taking all of our calls. I knew my clients were in good hands. And everything fell in place. Thanks
Recommendation for James Callejas
Oct 17, 2024
This was the best talk I have ever heard about 1031 exchanges. It answered so many questions about what to consider when deciding whether or not to do the exchange. The talk was so interactive that everyone got involved. James did not spend time on basics that we already knew so there was time to cover more in depth information about what how to possibly fix problems and when to not fix problems.
Recommendation for Ross Fong
Sep 29, 2024
Knowledgeable and witty. Thanks for taking the time to explain it my clients as well. They were very pleased.
Recommendation for Ross Fong
Sep 22, 2024
Thanks for the 1031 discussion with the siblings. It cleared up quite a few things (though they have a lot do on their end with your accountant). We'll need to get on another call once they do. Thx
Recommendation for James Callejas
Sep 18, 2024
Fantastic wealth of knowledge! James is a crucial part of my team of experts when it comes to making the right investment moves for my clients!
Recommendation for Ross Fong
Aug 30, 2024
Thorough answers, and informative. Responsive!! Good job Ross.
Recommendation for Ross Fong
Aug 19, 2024
Great meeting up with my clients the other week. Useful info, and helpful.
Recommendation for Ron Ricard
Aug 2, 2024
Excellent! Wonderful workshop. I learned a lot
Recommendation for Ross Fong
Jul 28, 2024
Knowledgeable and direct. Thx Ross
Recommendation for Ross Fong
Jul 13, 2024
Great experience working with Ross. Extremely responsive. Thanks
Recommendation for Ross Fong
Jun 21, 2024
What seemed like complicated transactions for my client actually went smoothly. Ross was a great help! Great job