IPX1031 Northern California

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 (114)

3 days ago

Xander Cameron recommends Ron Ricard

Agent

Having an experienced local authority to facilitate exchanges is invaluable. Ron’s authenticity and candor act as a calming and stabilizing presence. He is a wealth of knowledge regarding the 1031 process. I look forward to working with him more in the future.
Oct 31, 2019

Arthur Navarro recommends James Callejas

AVP Special Projects at Lawyers Title San Francisco Bay Area

James and I have worked on numerous presentations and transactions together throughout the San Francisco Bay Area.

My customers are always impressed at how knowledgeable he is with the many moving parts to a 1031 Exchange. James provides true live (and sometimes personal) stories in his presentations and explains each step of the process thoroughly. His audience can better understand the need for this service as well as the need to prospect 1031 customers.

When in need of quick and responsive advice on your next 1031 exchange go with a true professional...Call James at IPX


Arthur Navarro
AVP Special Projects
Lawyers Title
San Francisco Bay Area
Oct 24, 2019

Jessica Burgess recommends Ron Ricard

Realtor

Ron's class on 1031 exchange was so helpful for my knowledge, and to support my future business. I really appreciated all his guidance and being available for any further questions, or support with clients. Thank you so much Ron!
Oct 24, 2019

Depac Parthi recommends James Callejas

Branch Manager

Excellent knowledge and orator.Knows his job .Presented to a group of Realtors and was great
Oct 23, 2019

Girish Bangalore recommends James Callejas

Realtor |MBA

James has experience and knowledge regarding 1031 exchange that I can trust. His seminars are treasure trove of information. I am impressed.
Oct 22, 2019

Angela Zhao recommends Ron Ricard

Mortgage loan officer

I have attended several 1031 exchange classes in the past, did not remember much. But I want to say that through Ron's educational and fun seminar today, my knowledge about 1031 exchange got a big boost. He is knowledgeable, experienced and he grabbed my attention immediately through the most common mistakes I have. I would highly recommend his class to my realtors, and co-workers.
Oct 22, 2019

Kathy Cochran recommends Ron Ricard

Loan Officer

Ron is Great very interesting and easy to understand; highly recommend.
Oct 22, 2019

Corey Ghiringhelli recommends James Callejas

REALTOR

James was so informative and helpful in refreshing my knowledge of a 1031 exchange. I will be reaching him out to him with questions and would love to have him be my representative for all future exchange deals. He is great!!
Oct 21, 2019

Lisa Larson recommends James Callejas

Sales Associate Terra Firma Global Partners

James is not only informative but extremely engaging. He relays information to relatable scenarios which makes him easy to understand! I highly recommend taking a class from and utilizing his talents with your clients!
Thanks James!
Oct 21, 2019

Dan Kabanuck recommends James Callejas

Broker/Owner

James is really knowledgeable and was patient with everyone's questions. He answered them all. I'm really glad I attended and will use James in the future.
Oct 21, 2019

Stephen Pearson recommends James Callejas

Realtor

James is very knowledgeable, approachable and has a ton of experience doing 1031 exchanges. He's straight forward and is a great resource.
Oct 21, 2019

Dino Wilson recommends James Callejas

Real Estate sales for Compass.

I was fortunate to attend the presentation that James did for Fidelity National title .
James has a great presence and is very clear about how 1031 exchanges are performed. It was very insightful, easy to understand and had all of us asking for more! We needed more time for sure.
I look forward to working with him soon.
Dino Wilson.
Oct 18, 2019

Dale McAnulty recommends Ron Ricard

Realtor

First and foremost, Ron knows his subject matter. No question about it and that's exactly what you want from a professional. 1031 Exchanges don't come around too often, but when they do, you want Ron there. Dale McAnulty
Oct 17, 2019

Mario Pinedo recommends Ron Ricard

Real Estate Agent

Ron gives a fantastic presentation that is entertaining and informative. I am very excited to start working with Ron on many deals moving forward.
Oct 10, 2019

Angie Sam-Lee recommends Ron Ricard

Realtor with Keller Williams Peninsula Estates, Burlingame

First time attending a 1031 Exchange class and Ron made it so simple to understand and remember. There's no projector, no paperwork but just plain talking and yet it's so interesting. Additionally, he adds humor to everything! Would highly recommend clients to Ron for 1031 Exchange.
Sep 13, 2019

Mary J. Criquet recommends Ron Ricard

Real Estate Investor

I got my final check. So glad yet another 1031 is complete. just wanted to express my appreciation of both of you and Tanya and your company. You both were there every step of the way to answer all my questions in a comprehensible way and to complete my exchange just as promised.

I would highly and gladly recommend you.
Aug 5, 2019

Scott Ulch recommends Ron Ricard

Realtor for California Outdoor Properties

Ron Ricard and Tarah Hawker did a wonderful job on my personal 1031 ex. We sold our Christmas Tree Farm that had been in the family for years and traded for a Professional office building in Reno NV. We were very pleased with the service. Thanks again, Scott Ulch
Jul 13, 2019

Marguerite Sillivan recommends Ron Ricard

I first had contact with Ron Ricard, IPX1031 Vice President, in February 2019 when I learned about 1031 exchanges, both physical property and DSTs, when I was contemplating selling a rental property in the Silicon Valley. Ron and IPX1031 came highly recommended by my realtor as well as by a previous client of Ron's, and I decided to go with Ron and IPX1031. I am so pleased I made that decision.

I talked to Ron repeatedly leading up to the listing of my rental property and its subsequent sale. He was always available, answered my many questions, was extremely knowledgeable and explanatory about what was initially to me a complicated and confusing field. He made it make sense and navigable.

Once my property sold and I began identifying and doing exchange transactions, I worked not only with Ron but other IPX1031 staff, particularly IPX1031 Assistant Vice President Kristine Yu, and also with Assistant Vice Presidents William Huey and Tom Bottenberg. Everyone at IPX was extremely professional, helpful, immediately responsive and very knowledgeable.

I highly recommend Ron and his team.
Jun 12, 2019

Samantha Ramirez recommends IPX1031 Northern California

Tax Manager

I am a CPA, and one of our mutual clients used IPX1031 for their exchange. The client was unable to provide the paperwork for the exchange nor the name of the person who they worked with, so I had to call IPX1031. Tom answered the phone and I explained to him the situation. He promptly communicated with the client to get permission, and sent me the missing information that I needed in a few hours. I got exactly what I needed in a five minute phone call, and I am not even his client. Great customer service, thank you!
May 10, 2019

Joey Yusay recommends IPX1031 Northern California

Realtor

Tom was great! He is very knowledgeable and answered all our questions. For a very short notice, he was able to accommodate us. Would recommend IPX and Tom to all my friends/relatives!!!!
Apr 27, 2019

Terri Mitchell recommends James Callejas

External Loan Officer, Redwood Credit Union

James was amazing at making the 1031 process simple and easy to understand for the real estate agents. Additionally, he tied in my role as the lender and presented Fidelity through Laura Fitchie, Redwood Credit Union through me, and himself through IPX1031 as the "go to team" to make sales happen. I look forward to other seminars with James.
Mar 7, 2019

Robin Reiners recommends IPX1031 Northern California

Proprietor

Tom was extremely knowledgeable and provided me with information I needed to make decisions about my family trust and using the income for acquisition of property in a 1031 exchange. Even though I was at the very beginning stages, he was able to provide me direction and estimates, so that I feel confident making decisions going forward. I look forward to working with Tom and would highly recommend him.
Mar 7, 2019

Jennifer Zhang recommends IPX1031 Northern California

Director of Marketing

Tom was a pannelist at the Bay Area Commercial & Multifamily's flagship capital gains deferral event, on the topic of 1031 exchange. Unlike many accommodators who are only familiar with one strategy, he is also very knowledgeable on a variety of strategies, such as Delaware Statutory Trust and ways to structure partnerships. You will definitely want someone like Tom, who is experienced with multiple tools on your team when it comes to saving big on taxes!
Mar 1, 2019

Michael Dickhoff recommends James Callejas

Realtor- Keller Williams Realty

James is our "go to" guy for 1031's, and a great source of information.
Feb 27, 2019

Alyssa Vanderveen recommends James Callejas

Chicago Title Marketing Executive

James has been an absolute pleasure to work with. His knowledge and professionalism demonstrated in the exchange process is unmatched and I will continue to refer my clients to him 100%. James does not disappoint and I highly recommend utilizing him when needing a 1031 Exchange. Thank you James for conducting an exceptional Presentation, everyone was engaged from beginning to end. You are the BEST! If you haven’t yet experienced the benefits of working with James , you need to call him ASAP.

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