About
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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Sangeeta Banerjee, Vice President IPX1031
VP | Senior Business Development ManagerMember of the Florida Bar and the District of Columbia Bar
Luke Hays
Vice President / Business DevelopmentLicensed Attorney in Tennessee
Ted Stefan
Vice President
Claudia M. Kiernan, Esq., CES®
Sr. Vice President, Regional Manager
MR
Megan Romine
recommends
Sangeeta Banerjee, Vice President IPX1031
Executive Director of Luxury Sales
Yesterday
Excellent in her craft with helping high net worth clients achieve their 1031 exhange goals
DA
Wonderful service. Extremely knowledgeable. I am a returning client and would recommend then to anyone. Thank you Sangeeta
A
Anonymous
recommends
Sangeeta Banerjee, Vice President IPX1031
Apr 30, 2025
Estoy muy feliz de haber cruzado IPX1031 (Sangeeta) me ayudaron con 1031 Exchange a vender mi propiedad, diferir el pago de los taxes sobre las ganancias y pude comprar 2 propiedades de reemplazo.
Excelente Servicio, los recomiendo 100%!!!
Excelente Servicio, los recomiendo 100%!!!
SS
Ted was great, some recommendations and ideas to give to our costumers , even for myself.
I will put my costumers in contact with Ted.
Thank you
I will put my costumers in contact with Ted.
Thank you
Luke was great! Really patient with questions.
KD
Karen DAlberto
recommends
Sangeeta Banerjee, Vice President IPX1031
VP Curri Commercial
Apr 11, 2025
My clients had a great experience on their recent Sale/Purchase and 1031Exchange. They couldn't say enough good things. Sangeeta will get my next recommendation for sure!
CV
Sangeeta y su equipo de trabajo son excelentes profesionales. conocen muy bien el tema 1031 Exchange, brindandole a uno el conocimiento necesario para conocer el proceso de inicio a fin y conocer las ventajas que tiene este, los tiempos estipulados por la ley. Trabajan rapidamente y dan respuesta oportuna a las inquietudes. Trabajan muy bien en equipo con la oficina de Titulos.
Los recomiendo ya que por su conocimiento le generan a uno confianza. Les agradezco toda la colaboracion que nos brindaron.
Los recomiendo ya que por su conocimiento le generan a uno confianza. Les agradezco toda la colaboracion que nos brindaron.
A
Anonymous
recommends
Ted Stefan
Apr 4, 2025
Ted did a great job!
NS
Nalini Singh, Esq.
recommends
Sangeeta Banerjee, Vice President IPX1031
Senior VP of Operations of CLA Title & Escrow
Apr 2, 2025
Sangeeta's 1031 Exchange class was informative and easy to understand. She engaged the audience to keep it active, and ensured all questions were answered. This was a great class that definitely added value to our clients.
CA
Carla Apaza
recommends
Sangeeta Banerjee, Vice President IPX1031
Mar 21, 2025
Sangeeta is an experienced real estate agent specializing in 1031 exchanges, dedicated to helping clients navigate the complexities of this tax-deferred investment strategy. With a deep understanding of the IRS rules and regulations, this agent guides clients through the process of swapping investment properties, ensuring they maximize their tax benefits while complying with legal requirements. Whether it's identifying like-kind properties, adhering to strict timelines, or handling the necessary paperwork, this agent offers expert advice and personalized service to help clients achieve their investment goals with confidence and clarity.
EB
Ted was really helpful, and gave us lots of ideas that we can tell our clients. Will definitely recommend clients to him. Great presentation!
RA
Sangeeta Banerjee and her team have made the working with a 1031 exchange absolutely smooth and simple. It has been a great experience.
Thank you,
Rosemary Ahumada
Thank you,
Rosemary Ahumada
OR
It is my pleasure to recommend Sangeeta Banerjee at IPX1031 and their exceptional team. Throughout our partnership, Sangeeta has been consistently provided top-notch service with a focus on client satisfaction. One of the standout aspects of my experience working with Sangeeta was her commitment to ensuring clarity and accessibility, especially through her Spanish-language class.
Sangeeta took extra care to provide a thorough, informative, and engaging class in Spanish, which allowed this team of realtors to fully understand the details of the 1031 exchange process, no matter the level of expertise. This thoughtful approach to meeting the needs of Spanish-speaking clients not only demonstrated their dedication to inclusivity, but also provided tremendous value in terms of education and empowerment.
The team’s expertise, attention to detail, and willingness to go above and beyond are qualities that truly set them apart. They made a complex topic accessible and approachable, and their commitment to supporting us every step of the way was evident. I highly recommend Sangeeta Banerjee from IPX1031 to anyone seeking a reliable, knowledgeable, and client-focused partner.
Sangeeta took extra care to provide a thorough, informative, and engaging class in Spanish, which allowed this team of realtors to fully understand the details of the 1031 exchange process, no matter the level of expertise. This thoughtful approach to meeting the needs of Spanish-speaking clients not only demonstrated their dedication to inclusivity, but also provided tremendous value in terms of education and empowerment.
The team’s expertise, attention to detail, and willingness to go above and beyond are qualities that truly set them apart. They made a complex topic accessible and approachable, and their commitment to supporting us every step of the way was evident. I highly recommend Sangeeta Banerjee from IPX1031 to anyone seeking a reliable, knowledgeable, and client-focused partner.
Thank you so much for the insightful lesson on 1031 exchange. Your clear explanations and knowledge made a complex topic so much easier to understand. I appreciate the time and effort you put into breaking down the process for us.
LC
Very informative! Thank you, Ted
JC
Sangeeta is a very knowledgeable and professional in the 1031 exchange. We started from scratch and the multiple transactions we have successfully completed are due to her great knowledge and experience in the field and her great talent to teach and guide us patiently. Based on our happy experience we highly recommend her.
DB
Sangeeta is excellent. She is a true expert at what she does. its incredible how she captures her audience and how well and clear she explains the 1031 process and the available options to the customers.
We truly appreciate all she contributes to our learning process both for us and our associates.
We truly appreciate all she contributes to our learning process both for us and our associates.
YA
Yaremi Aparicio
recommends
Sangeeta Banerjee, Vice President IPX1031
Closing Specialist at AppleTower Title & Escrow
Feb 28, 2025
Sangeeta was the keynote speaker for a class organized for real estate agents, and she was absolutely fantastic! She has a remarkable ability to break down complex topics like 1031 Exchange in a way that is both engaging and easy to understand, making the session incredibly informative and enjoyable. She also created a welcoming environment where everyone felt comfortable asking questions and participating.
Beyond the classroom, we’ve also had the pleasure of working with Sangeeta on 1031 Exchange transactions, and every experience has been exceptional. Her expertise, professionalism, and guidance have consistently made the process smooth and stress-free.
If you ever have the opportunity to learn from or work with Sangeeta, don’t hesitate—she is truly a standout in her field. Thank you, Sangeeta, for an amazing experience!
Beyond the classroom, we’ve also had the pleasure of working with Sangeeta on 1031 Exchange transactions, and every experience has been exceptional. Her expertise, professionalism, and guidance have consistently made the process smooth and stress-free.
If you ever have the opportunity to learn from or work with Sangeeta, don’t hesitate—she is truly a standout in her field. Thank you, Sangeeta, for an amazing experience!
Luke was great. He did a great job explaining a 1031 Exchange, and made it interesting. He was very funny, and very informative. I would take another class from him if given the opportunity.
SM
Great class!! Good information and examples to make it easier to understand the topic. Great communicator.
Don Mosby
recommends
Sangeeta Banerjee, Vice President IPX1031
AVP- Florida Agency Manager
Feb 20, 2025
WOW! can't say enough about Sangeeta and her course on the 1031 Exchange Process. Her energy, knowledge, and communication skills are exemplary and her classes are never boring which is so important for a technical subject like 1031. Every agent that I have that has questions on 1031 I refer to Sangeeta and she takes care of every title agent and their customer as well. I am so happy Sangeeta at IPX 1031 is on my FNF Team ! Don Mosby
LE
Lydia Esther Balda
recommends
Sangeeta Banerjee, Vice President IPX1031
Realtor / Title Closer/Paralegal
Feb 15, 2025
For many years I have used and recommend Sangeeta Banerjee, Esquire as an intermediary for 1031 Transactions.. As a Title Agent lots of customers asked me to recommend a company for their needs in handling 1031 exchanges. Also as a Title Agent I give classes to Realtors and in return they asked for recommendations as to whom to use for 1031 exchange services. All my roads leads to recommend her outstanding services. Her knowledge in this subject is 100 % amazing . Every client that I have send to her has come back to me and thank me for recommending her services. I truly believe that Mrs. Banerjee is an asset to IPX 1031. I am so lucky that I found her many years ago. Her knowledge has no parallel !! Congratulations to IPX for having in their staff someone so knowledgeable and professional Attorney.
Lydia Esther Balda - Realtor - License # 0486968
Lydia Esther Balda - Title License # A012274
Lydia Esther Balda Paralegal # 238439
Lydia Esther Balda - Realtor - License # 0486968
Lydia Esther Balda - Title License # A012274
Lydia Esther Balda Paralegal # 238439
RS
Rose Sheehan
recommends
Sangeeta Banerjee, Vice President IPX1031
In house counsel; Training and Development
Feb 14, 2025
We recently held a multi-office training at the Martin County Board facility with Sangeeta as the instructor. Sangeeta delivered an informative and energetic presentation that was well received! She is knowledgeable and interactive with Q&A. The feed back from the realtors was very good. We look forward to more of these.
FM
Sangeeta was very helpful and responsive, the whole experience was very good and we were able to complete our exchange on time.
Sangeeta en especial fue siempre ademas muy atenta y amable al guiarme por el proceso
Muchas Gracias
Sangeeta en especial fue siempre ademas muy atenta y amable al guiarme por el proceso
Muchas Gracias
RL
Very informative. Clear information on the 1031 exchange.
