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.


Recommendations (98)

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 Thomas Bottenberg

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 Thomas Bottenberg


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 Thomas Bottenberg


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 Thomas Bottenberg

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.
Feb 27, 2019

Cristy Love Ramirez recommends James Callejas

Realtor® DRE#01492721

James is very skilled and knowledgable with exchanges. He is very quick to respond to all of my questions; as well as, my clients questions.
Feb 26, 2019

Laura Fitchie recommends James Callejas

Sales Executive

James does an outstanding job presenting to Realtor offices and our clients always leave with so much knowledge and always enjoy the presentation. I highly recommend James Callejas and IPX 1031 Exchange.
Feb 26, 2019

Susan Kobrin recommends Thomas Bottenberg

After 2 plus yrs, I needed to source some documents from IPX that were necessary for tax purposes. Although the escrow officer I worked with was long gone, Tom was most willing to do a search for me and inform me of necessary steps I will need to take. He was prompt, helpful, kind and efficient. I would highly recommend him to anyone seeking these services.
Feb 26, 2019

Eric Scaff recommends James Callejas

Sr. Director

In our business of providing passive replacement property options for 1031 exchange investors, I have worked with James for over 10 years now. During that time I have always found him to be very knowledgeable about the ins and outs of the 1031 exchange process and requirements. Using his long term experience he is able to guide clients through the nuances of the code and various strategies available to help them achieve their specific objectives. James has always been responsive, knowledgeable and a joy to work with.
Feb 26, 2019

Bridgette Nelson recommends James Callejas

Fidelity National Title Sales Executive

I would highly recommend James to anybody that is considering doing a 1031 Exchange. James brings another level of customer service, knowledge and experience to each client. James is dedicated, driven and I can always count on him picking up the phone for any questions or guidance. James always has a great following for his seminars and is always welcomed back for future visits. I truly appreciate his professionalism and hope you and your clients take advantage of what James has to offer.
Feb 24, 2019

Karen Lindsay recommends James Callejas

Sales Executive

I have been partnering with James for over four years now. His knowledge of the 1031 Exchange is a valuable resource to me and my Clients. His presentations are always engaging, educational and filed with valuable information.
Feb 22, 2019

Cathalene Hefner recommends James Callejas

Manager, Retail Sales New Construction and Private Lending Group

James Callejas was absolutely amazing. He totally was engaged in our event, prompt and ready to answer questions. His enthusiasm, knowledge of 1031 Exchanges was very impressive. Fremont Bank's management was very impressed and we want him to return and inspire us with more up to date information on 1031 Exchanges.

Thank you James for sharing your knowledge of 1031 Exchanges.
Feb 19, 2019

Jeff Lee recommends James Callejas

Chicago Title 915HELPfulHints

I have met and worked with many 1031 Exchange Reps throughout the years, but I have to say that James is by far the BEST.
Knowledge, skill, leadership, and innovation are just a couple brief words
I can put together after working with James. If you need experience and a
Exchange Specialist that knows the program. James is your man!!
Feb 15, 2019

Jason Webb recommends James Callejas

VP/Sales Executive

I've known and worked with James for my entire 15 year career in title insurance. Whenever my clients have exchange questions he's my guy. Everyone I refer to James is always so impressed with his knowledge and expertise. He continually keeps everyone updated with any important changes and always follows through. I look forward to another successful year ahead having James as an asset for my business!
Feb 15, 2019

Anders (Andy) Scott recommends James Callejas

Team Leader - Senior Loan Officer

I've known James for approximately 10 years and during this course of time, I've referred many of my clients to James. His depth of knowledge and professionalism make him my "go-to" guy for any Exchange scenarios my clients have. Working with James is very easy as well, he is readily available and always is prompt with returning messages and emails. I've worked with other Exchange companies and their representatives, however they pale in comparison to James' knowledge and expertise, and IPX's platform and personnel, in both customer service, knowledge, and pricing. If you are looking for the best in the industy, then you need not look further than James and IPX 1031 for your Exchange needs.
Feb 15, 2019

Tom Smyth recommends James Callejas

Sales Executive

James is a great resource and my "go-to" expert on 1031 Exchanges. I have featured him in countless training sessions and he ALWAYS receives rave reviews!
His presentations are engaging and very informative. I work closely with several Escrow Officers and they ALL prefer to work with James and his staff at IPX1031.
I do not hesitate to recommend James Callejas to my Real Estate clients.
Feb 14, 2019

Rita Wong recommends James Callejas

VP/Branch Manager

James is a walking dictionary for 1031 exchange.
On top of his knowledge , he is also
a very good speaker.
He captures Realtors’ attention when he makes presentation.
He is always willing to help when I or my clients have questions about exchange.
He even returns emails in the evening and weekend.
James is the BEST !!!
Dec 10, 2018

Irene Borz recommends Ron Ricard


I know Ron Ricard for several years and he helped me in numerous transactions. Ron is a highly ethical intelligent and knowledgeable detailed oriented professional who responds to your inquiries in seconds and is providing EXCELLENT services to customers and agents. Thank you Ron.
Aug 20, 2018

Sinde Torres recommends Ron Ricard

Escrow Office

I have worked with Ron Ricard and his team for over a decade and no matter what title company I worked at I would always recommend Ron. He has a vast range of knowledge providing valuable information to clients. Amongst his great knowledge he is also such a tentative and responsive Exchange Specialist.
Aug 2, 2018

Phuong Nguyen recommends Ron Ricard


Ron is great. very knowledgeable. Highly recommended.

Phuong Kim Nguyen
Mar 24, 2017

Alfred J. Pizzurro recommends Thomas Bottenberg

Co Founder / President 1031CrowdFunding

Tom is the best in the business. His knowledge, and ability to address any situation along with straight forward approach. I would not recommend anyone else!

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