About Us

Why Partner with Us?

Banker Exchange is a qualified intermediary that goes above and beyond for our clients. To date, we have:

We are committed to successful exchanges for our clients. Ready to learn more about 1031 exchanges or begin an exchange? Let us know. From here, our team will do everything in our power to help you achieve optimal results.

Who We Are

Banker Exchange is a qualified intermediary that takes the guesswork out of 1031 exchanges. We are led by a former CPA who is also a seasoned real estate adviser and investor. Our team knows the complexities of Section 1031 of the Internal Revenue Code (IRC).

Our goals are to:

Earn trust
Protect assets
Give sound advice about 1031 exchanges

We are open, honest, and transparent about 1031 exchanges. Our team of experts will answer any 1031 exchange questions and look forward to assisting with a successful exchange.

What We Offer

At Banker Exchange, we understand that navigating a 1031 exchange can be complex and nuanced. That’s why we offer more than just a service – we provide a partnership. Our commitment is to keep you ‘between the lines’, ensuring not just the safety of your funds, but the success of exchange.

Precision & Care in Every Transaction

Our team of knowledgeable and approachable professionals is dedicated to managing your 1031 exchange with precision and care. We’re here to answer all your questions and to guide you in maximizing the value of your exchange. With Banker Exchange, you get the expertise you need and the personal attention you deserve.

Customized Service with a Personal Touch

Setting us apart is our commitment to providing customized service. As our client, you are paired with a dedicated Exchange Coordinator, ensuring continuity and a deep understanding of your specific transaction. This means you always have direct access to a knowledgeable professional who is fully invested in your exchange – no automated responses or external call centers. Just genuine, personalized interaction that aligns with your investment goals.

Your Success, Our Commitment

At Banker Exchange, your success is our priority. Whether you’re an experienced investor or new to 1031 exchanges, our tailored approach ensures your exchange process is smooth, compliant, and advantageous for your financial goals.

Partner with us at Banker Exchange, where personalized expertise meets unparalleled service in 1031 exchange management.

The Bottom Line

During the exchange we keep our clients between the lines and ensure the safety of their funds.

Deferred Exchange Services

In a deferred exchange, taxpayers’ proceeds from the sale of investment property are held in individual, segregated accounts with daily liquidity. We coordinate the exchange from beginning to end, while ensuring compliance with IRS regulations.

Reverse Exchange Services

When replacement property must be acquired prior to the sale of relinquished property, a reverse exchange is necessary. Though challenging and complex, our team streamlines reverse exchanges. We’ll walk through the reverse exchange process, making sure all transactions are completed with precision and care.

Improvement Exchange Services

If exchange proceeds are to be used for improvements on replacement property, a construction exchange is required. With the stringent timelines mandated by the 1031 regulations, precise alignment and oversight is needed. Our team can explain all aspects of a improvement exchange and help clients determine if their investment goals can be met with this type of exchange.

We are an experienced 1031 exchange qualified intermediary — and more.

Banker Exchange is a trusted provider of 1031 exchange services. We have more than 30 years of experience as a qualified intermediary. Our team gives the insights, resources, and tools needed to make the most of your 1031 exchange.