Whitney Brennan
Vice President / Account Executive IPX1031 Southeast
IPX1031 Vice President,Whitney is located in the Atlanta office. Prior to joining IPX1031, Whitney held key management and business development positions at other nationwide 1031 companies. With over 15 years of real estate industry experience, much of it focused on 1031 Exchanges, Whitney is an invaluable asset to investors, real estate, legal and tax advisors with her vast 1031 Exchange knowledge and experience.
Whitney frequently lecturers on 1031 Exchanges and provides continuing education seminars for attorneys, accountants, financial planners, real estate professionals and investors throughout Georgia, North Carolina and South Carolina. She received her Bachelor’s Degree in Political Science from the University of California, Berkeley.
Read more about or contact Whitney at www.ipx1031.com/brennan
Whitney frequently lecturers on 1031 Exchanges and provides continuing education seminars for attorneys, accountants, financial planners, real estate professionals and investors throughout Georgia, North Carolina and South Carolina. She received her Bachelor’s Degree in Political Science from the University of California, Berkeley.
Read more about or contact Whitney at www.ipx1031.com/brennan
Apr 9, 2022
al happ
Whitney made our 1031X a breeze. The process was not something we understood going in, but she helped us learn comfortably and successfully complete it. We’ve recommended her to friends who are still friends!
Feb 1, 2021
Andrew Barkan
Excellent presentation, most informative.
Great info on QI differences and solutions for more complex transactions.
Great info on QI differences and solutions for more complex transactions.
Oct 21, 2020
Diane S Wilsdon
I completed Whitney's online class to brush up on my 1031 Exchange Info. She presented clear and easy to understand information. A few things have changed since I handled a 1031 for real estate clients. Excellent content. Thank you
Oct 21, 2020
Deirdre Greenfield
Thoroughly enjoyed listening to Whitney explain 1031 exchanges during our class!!! Deeply knowledgeable and would highly recommend her as a source for my clients as well as myself!
Jun 15, 2020
Michael Sterling
Whitney processed a few 1031 transactions for several reps with my financial planning firm which were handled very efficiently from afar. She also has hosted some webinars as of late that helped educate on the intricacies of the 1031 transaction process. We hope to continue our relationship with IPX using her as the facilitator.
Jun 10, 2020
Bill Edlund
I just attended a virtual presentation with Whitney and found it to be very informative. I received my CCIM designation in 1985 and found her talk to be clear, complete and an excellent review of the 1031 process as well as the rules that need to be followed. She also offered good advice on how to qualify a prospective 1031 exchange candidate. I would recommend this presentation to any real estate professional either as an introduction to 1031 exchanges or as review or refresher on the subject.
Jun 9, 2020
Debbie Stocker
I just completed a Zoom class with Whitney and the class was very informative and well organized!! I have been in commercial sales and leasing since 1974 and this was one of the best 1031 Exchange classes I have been involved in. Thank you Whitney!!
May 19, 2020
Gary Smith
Whitney was very helpful and professional in helping me with a 1031 exchange. I told her that I wanted to do a 1031 exchange. She evaluated my deals and insisted that I discuss this with my CPA even when I did not want too. After my CPA looked at the deal, he determined that a 1031 exchange did not work for me because I had too much boot. I appreciate Whitney being honest and not just doing the 1031 exchange so that she could get paid her fee. I will definitely reach out to Whitney the next time I need a 1031 exchange.
Thanks!!!
Thanks!!!
Apr 23, 2020
Charles Terry
First of all, Whitney is extremely knowledgeable. She understood how to handle any situations that the class brought up and quite a few that we didn't even think about.
The slides were perfectly done. Easy to read, clean presentation, with the perfect amount of info per slide, making it easy to follow along with her.
I enjoyed the class and it exceeded my expectation. Look forward to doing business together!
The slides were perfectly done. Easy to read, clean presentation, with the perfect amount of info per slide, making it easy to follow along with her.
I enjoyed the class and it exceeded my expectation. Look forward to doing business together!
Apr 23, 2020
David Paulson
I took one of Whitney's on line classes. It was thorough and information. She conveyed a lot of information in a clear and succinct manner. She will be my "go to" person for 1031 requirements in the future. I highly recommend her.
Sincerely,
David Paulson
Sincerely,
David Paulson
Apr 23, 2020
Bob Schmidt
Whitney did a great job of providing a high level overview about 1031 Exchanges and it's great to know there is a resource like this available for me and my clients.
Apr 22, 2020
Alyson Donnelly
Whitney presented her 1 hour 1031 seminar to our agents. It was so informative and she did a really thorough job of leading us through scenarios from an agent perspective. She empowered our agents with generous reference materials and has made herself available for any and all questions. 1031 exchanges are very beneficial but agents need to understand how they work in order to advise clients with confidence, and Whitney conveyed the information in a digestible way for them! I am very excited that our agents have Whitney as a resource in the 1031 world!
Feb 27, 2020
Frances Morton
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
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
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
Whitney is great at what she does and has a strong work ethic! Great presentation.
Feb 17, 2020
Sharon Murphy
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
recommend this class to anyone in the real estate business or an owner of Real Estate.
Nov 25, 2019
Rita Swanson
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.
Thanks Whitney you were awesome and very patient with everyone's questions.
Nov 25, 2019
Emily B
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
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
Great job. Entertaining and informative
Nov 19, 2019
Maria Hammond
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’😘
Thanks again Whitney’😘
Sep 19, 2019
Troy Buder
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.
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
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!
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!
