IPX1031 Southeast

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 (30)

Feb 27, 2020

Frances Morton recommends Whitney Brennan

Realtor

Whitney's presentation was incredibly informative and helpful. She is so knowledgeable about what she does. I thoroughly enjoyed her CE class, and I would recommend it to anyone interested in learning more about the 1031 process.
Feb 17, 2020

Marie Appleby recommends Whitney Brennan

Legal counsel

The seminar section that Whitney did on 1031 exchanges was excellent. She explained the standard transaction, its pluses and minuses, very well. Her presentation style was perfect for the setting.
Feb 17, 2020

Matthew Doyle recommends Whitney Brennan

Closing Attorney at Doyle & Wallace, PLLC in Charlotte, NC

Over the past 10 years or so, our firm has referred many clients to Whitney for our 1031 Exchange closings. Whitney and her team always do an outstanding job explaining the process to our clients and closing our transactions in accordance with the 1031 regulations. We truly value working with Whitney and know that our clients are always in good hands when we refer them to Whitney.
Feb 17, 2020

Jonathan B. Polking recommends Whitney Brennan

Attorney

Whitney is great at what she does and has a strong work ethic! Great presentation.
Feb 17, 2020

Sharon Murphy recommends Whitney Brennan

Senior Title Analyst

Excellent presentation, both in terms of the information disseminated and the manner of speaking. Kept me interested start-to-finish and, even though I've worked with quite a few 1031 exchanges through the years, I learned several new things.
Nov 25, 2019

Steven Barton recommends Whitney Brennan

Senior VP

recommend this class to anyone in the real estate business or an owner of Real Estate.
Nov 25, 2019

Rita Swanson recommends Whitney Brennan

Associate Broker/Realtor

Whitney's presentation was awesome. I feel that to even understand it better I need to come to her class again. I would need to understand better so I can discuss it with my clients or even use it myself.

Thanks Whitney you were awesome and very patient with everyone's questions.
Nov 25, 2019

Emily B recommends Whitney Brennan

Analyst

Whitney came into our office and offered a course on 1031 Exchanges. During her thorough presentation, she walked us through the in's and out's of 1031's and did a great job of keeping the audience engaged. She was detailed, knowledgeable and patient. I was happy to make the connection and would definitely recommend!
Nov 25, 2019

Trenna Gordon recommends Whitney Brennan

Realtor

Whitney is extremely professional and did a fantastic job teaching this class. We feel much more knowledgeable about the process now, and know we can turn to her should we have any questions.
Nov 25, 2019

David no recommends Whitney Brennan

Sr VP

Great job. Entertaining and informative
Nov 19, 2019

Maria Hammond recommends Whitney Brennan

Realtor

Whitney was awesome and so very knowledgable about the ins and outs of 1031. I believe I have another well seasoned educated professional to add to my arsenal.

Thanks again Whitney’😘
Sep 19, 2019

Troy Buder recommends Whitney Brennan

Managing Partner

We were REALLY up against a tight schedule on this one. The closing got moved back leaving us with less then 24 hours to pull this 1031 together.
With great kindness, patience and efficiency, Ms. Brennan went to work on coordinating this effort.
We all worked well beyond normal business hours to accomplish this task. We were able to complete the task thanks in great part to Ms. Brennan quarterbacking the operation.
Jul 6, 2019

Margarita Nido recommends Whitney Brennan

Owner, Carat Corp

The first time I contacted Whitney was early Monday morning thinking I would get a voicemail. Instead, I got a cheerful "good morning, this is Whitney!". My accountant referred IPX1031 as I considered a 1031 exchange with an investment property in Nashville to one in Atlanta which turned out to be one in New Smyrna Beach.

Whitney not only provided me sound advice and thorough explanations on all questions, she would follow up with email filled with documents supporting the complexity of the transaction, the law and guidelines to the exchange. She always picked up her phone and patiently would put me at ease with her brilliant responses. If Whitney didn't have the answer was because someone in her team was now in charge...but she would still help.

I closed on both properties with the IPX1031 exchange without a hiccup! Technically, I don't know exactly what or how they do it but it was the smoothest transaction ever and Whitney Brennan was the key player on the transaction.

Thanks again. I am confident that you will help thousands more like me make it through their doubts and subtle fears of messing up. You are a blessing!


May 9, 2019

Brooke Whitney Cottrell recommends Whitney Brennan

Director of Sales

Knowledgeable. Professional. Responsive. This is how I would summarize my experience with Whitney Brennan. She was referred to me in the 11th hour leading up to a closing and totally came through with just hours to spare. I was seriously blown away and will never use anyone else for 1031s moving forward.
Mar 12, 2019

john e bishop recommends Claudia M. Kiernan, Esq., CES®

registered rep

Over the past 4-5 years it has been a great pleasure to work with Claudia who has served as the QI for a number of the 1031 Exchanges I have done. She is one of the most knowledgeable individuals I know when it comes to both the basics of 1031s as well as some of the nuances of the more complex exchanges. All of my clients who have worked with her have appreciated her professionalism but also her personal care that each Exchange is done on a timely and efficient basis. I will continue to recommend her as my first choice for a Qualified Intermediary.

John E. Bishop
Silver Portal Capital
Mar 8, 2019

Judy Reiker recommends Claudia M. Kiernan, Esq., CES®

Business Development Manager

Claudia Kiernan is the best there in the 1031 Exchange Business. She returns calls to my customers almost immediately and is super helpful to them in terms of providing information they need regarding their transactions. Claudia has conducted many CE classes for me and her presentation and knowledge base are impressive. She single handedly enhances our reputation in the marketplace with these successful seminars. Claudia's professional leadership of her team make IPX1031 the preferred choice when choosing a Qualified Intermediary.
Mar 8, 2019

Tabitha Tisdale recommends Whitney Brennan

Owner, Grimshaw Properties

I had three 1031 exchanges in 2018, and Whitney helped me with all three. She made a potentially complicated and confusing process seamless. I am very happy with Whitney and IPX1031. I am doing another 1031 this year, and I will use Whitney and IPX1031 again.
Feb 28, 2019

Amy Foushee recommends Whitney Brennan

Sale Representative

Whitney is a valued asset to my Chicago Title team. She is knowledgeable and very professional in dealing with clients. Always responsive and going the extra mile to make sure the transaction goes smoothly for our clients.
Feb 28, 2019

Shawn Harlan recommends Whitney Brennan

Agency Rep

Whitney's knowledge of 1031s - and her ability to immediately put clients at ease - makes her an invaluable resource to our customers. I recommend her frequently because of her ability to make a complex topic understandable. She is responsive and caring. Our customers are in good hands with Whitney.
Feb 28, 2019

Krista Hunstein recommends Whitney Brennan

Agency Account Manager

Whitney is the consummate professional and a pleasure work with. She is the kind of person you’d want as a friend if you didn’t already know her as a business acquaintance. Whitney has been a most valued business partner to myself and the rest of my team and we appreciate her hard work and attention to detail. We trust her with our most valued customers and know that she’ll give them the attention and care that we do. We highly recommend Whitney and IPX!
Feb 28, 2019

Hallie Roberts recommends Whitney Brennan

Agency account manager

Whitney is the best! I use her for CLE and CE classes with my attorney agents and she always gets rave reviews from the attendees. She knows her material and makes 1031 y’all fun!!
Feb 22, 2019

Carolyn Snipes recommends Whitney Brennan

Attorney

I have worked with Whitney for years. She is remarkably knowledgeable and responsive. I always enjoy working with her.
May 14, 2014

Carrie Sharp recommends Whitney Brennan

Sales Partner

I worked with Whitney Brennan on the 1031 exchange for my house several years ago. She did a wonderful job of keeping me informed as to the status. She made it easy to understand the process. This led to a comfort level. I appreciate her hard work. I have told several people about my positive experience with Whitney.
May 12, 2014

Cheryl Davenport recommends Whitney Brennan

I have had the extreme pleasure of working with Whitney Brennan for the past several years and consider her to be at the very top of her profession. She has impecable follow up and customer service skills and I always know without a doubt that she will take the best care possible of a client that I've referred to her. She has a very loyal following here in Nevada County and is the only person I trust to handle my 1031 exchange clients.
May 12, 2014

Pam Stroing recommends Whitney Brennan

Escrow Assistant

I have worked with Whitney for years and have found her to always be Extremely helpful and Knowledgeable as well as Dilligent. Things always go very smoothly when the Client is represented by Whitney.
We always look forward to working with her :)

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