Jordan Phillips
Account Executive IPX1031 Southern California
Jordan Phillips is an Assistant Vice President with Investment Property Exchange Services, Inc. and he resides in Southern California. Jordan’s role is to educate and guide the real estate community through the 1031 Exchange process. His guidance comes in the form of structuring, coordinating and procuring all types of exchanges, including: Delayed, Simultaneous, Reverse, and Build-to-Suit. Jordan frequently speaks to real estate professionals on the key points of 1031 Exchanges, while additionally covering ways to preserve and build wealth by utilizing exchanges. Jordan received his B.A. in Economics from San Diego State University, and his J.D. from the University of San Diego, School of Law.
Cara Wolfe
I met Jordan at a class that he taught on 1031 exchanges at my local real estate board. He was engaging and clearly knew his stuff. I had the opportunity to work with him on a deal recently where my client had some pretty complex lending requirements. Him and his team did a fantastic job of helping navigate through the deal and he made me look good to my clients. Thank you Jordan!
Sienna Isabel
Jordan was incredibly hands on in his approach to working with my clients, Dick & Lauren. He was kind enough to take a call after hours on a weekend. His knowledge was super in-depth and yet easy to understand. Thank you Jordan!
Tim Thompson
I recently saw Jordan speak on 1031 Exchanges at a networking event. He was able to provide a very educational and entertaining overview of 1031 Exchanges, which allowed me to finally understand the process so that I can better articulate it to my clients.
Missy Bledsoe
Jordan helped me complete my recent 1031 Exchange. During my exchange he broke down the process in a way that made it easy to understand. This was extremely helpful as this was my first 1031 Exchange, and I was a little bit intimidated going in. Thank you!
Sam Caron
I was extremely impressed with Jordan during the process of doing a 1031 exchange. He is very thorough in his explanations and had extensive knowledge of the transaction process and tax code. I recommend Jordan to anyone who is looking to do a 1031 Exchange.
Lew Springer
Jordan was an excellent source of knowledge throughout the entire 1031 exchange process. He made himself available whenever I needed questions answered. I am looking forward to working with him on my next exchange.
Cathy Lester
Jordan gave a very articulate and well prepared presentation on 1031 Exchanges. He was able to answer all of our team’s questions in plain English.
Kelly Nicholls
Jordan is all about responding to your every question in detail. If you’re looking for somebody that is attentive to detail, thinks creatively and prides themselves on customer service, you found the right team. I highly recommend Jordan for all of you 1031 exchange needs.
Chris Roth
Jordan is incredibly responsive, and is a great resource for my team and our clients. He has helped our clients get through not only the 1031 Exchange process, but has also given us valuable insight on recent Tax Code updates (e.g. Opportunity Zones and the Tax Cut and Jobs Act). All in all, Jordan definitely helps me better serve my clients.
Kelly Nicholls
Jordan is all about responding to your every question in detail. If you’re looking for somebody that is attentive to detail, thinks creatively and prides themselves on customer service, you found the right team. I highly recommend Jordan for all of you 1031 exchange needs.
