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1031 Exchange Place

5.0· 19 reviews
Average ratingExcellent
5.0/ 5

Based on 19 reviews

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What reviewers say about 1031 Exchange Place

Generated with AI from 19 reviews on Trustburn · updated 2 days ago

Customers consistently describe the exchange process as smooth, stress-free, and seamless. Reviewers frequently praise Nate Leavitt for his deep knowledge, professionalism, and ability to explain complex options clearly without high-pressure sales tactics. Clients also highlight the firm's expertise in tenants-in-common structures and their reliable handling of reporting documents and transaction details.
What does 1031 Exchange Place do?

1031 Exchange Place is a financial services firm that assists investors with 1031 exchanges to defer capital gains taxes by reinvesting proceeds into like-kind replacement properties. The company also offers information and investment opportunities related to Tenants in Common, Delaware Statutory Trusts, REITs, UPREITs, and triple-net real estate investments. Additionally, the firm acts as a qualified intermediary and provides guidance on various exchange types along with broader tax mitigation strategies.

Are there any complaints about 1031 Exchange Place?

The reviews on file do not mention specific complaints.

AI-generated from reviews on this page. Verify anything important with the company directly.

Amanda Savage
Reviews 1

Nate really knew his stuff and helped me find the ideal replacement property. The whole process at 1031 Exchange Place in Phoenix went off without a hitch. Their deep knowledge of tenants in common structures was clear from start to finish. It was a smooth transaction and easily one of the best decisions I made for my 1031 exchange.

Bill Ziegler
Reviews 1

After my previous San Diego provider moved and raised their fees to $1,250, I needed a reliable alternative for my 1031 exchange. I found 1031 Exchange Place online and decided to give it a shot with Nate Leavitt, despite being a bit skeptical about online transactions. Nate provided solid references, which put me at ease. Over the past two years, I have worked with him twice for exchanges and also used the firm to diversify my reinvestments. Both times, the process was seamless, and my CPA approved all the reporting documents without issue. I really appreciate Nate’s professionalism and would highly recommend his services.

Joshua Riaille
Reviews 1

Nate has been an invaluable partner in managing my 1031 exchanges here in Phoenix. Since we first started working together in 2019, he has consistently demonstrated a deep understanding of my specific investment goals, taking the time to keep me in the loop regarding new opportunities. His communication is always prompt and professional, making the process of buying and selling properties smooth and stress-free. I have had nothing but positive experiences with him over the years and highly recommend his expertise.

Benjamin Howard
Reviews 1

I highly recommend 1031 Exchange Place in Phoenix for your real estate needs. My experience with them was outstanding, making the entire exchange process smooth and stress-free. Nate was instrumental in helping me identify a suitable replacement property with his expert advice. Their deep specialization in tenants in common transactions really stood out, showcasing their true expertise in the field.

Lisa Jucha
Reviews 1

Nate at 1031 Exchange Place in Phoenix is a true professional who deserves high praise. When I was facing a potential $30,000 tax liability, he patiently explained my options, especially regarding TIC investments, with great clarity. His expertise was evident as he answered all my questions without any high-pressure sales tactics. Although I successfully secured a replacement property, I have no doubt I would have moved forward with one of his other offerings if needed. It was a relief to work with someone so knowledgeable, easygoing, and genuinely concerned with finding the right solution for my situation. Highly recommended.

Skipp Metzger
Reviews 1

I highly recommend 1031 Exchange Place for anyone looking to maximize their capital investment returns. Based in Phoenix, this agency provides comprehensive real estate services that truly stand out. Their team handles the entire process with impressive speed and efficiency, making them a reliable partner for investment property transactions. If you need a dedicated partner in the real estate market, they are an excellent choice.

Elizabeth Houston
Reviews 1

I had a fantastic experience with 1031 Exchange Place in Phoenix. Their team made the entire process incredibly smooth and stress-free. You can really tell they know their stuff when it comes to tenants-in-common properties; their expertise was evident from start to finish. I’d highly recommend them to anyone looking for reliable assistance with a 1031 exchange.

Brent Hawkins
Reviews 1

I recently used 1031 Exchange Place for a tenant-in-common exchange, and it was a great choice. Their team clearly knows their stuff, handling the whole process with precision. The transaction went off without a hitch in Phoenix, making the experience completely stress-free. I highly recommend their services to anyone looking for a smooth 1031 exchange.

Todd Nielson
Reviews 1

I was a bit nervous about my first 1031 exchange, but I really wanted to avoid losing a chunk of my money to taxes. Jeff from Realitynet Advisors and Nate from 1031 Exchange Place in Phoenix made the whole process smooth. Nate was incredibly patient, answering every question I had and providing great resources that gave me the confidence to move forward. I highly recommend these pros if you’re looking for a reliable team to handle your exchange.

Amanda Hernandez
Reviews 1

I couldn’t be happier with the service I received from 1031 Exchange Place in Phoenix. Nate went above and beyond to help me find the perfect replacement property, and his deep knowledge of tenants-in-common structures really shone through. The entire exchange process was smooth, stress-free, and incredibly straightforward. It was clear that the team has a strong command of these specific real estate strategies. Highly recommended for anyone looking for a seamless experience.

LaDell Hoth
Reviews 1

Nate really knows his stuff when it comes to 1031 exchanges. I was super impressed with how thorough he was, making sure I understood every detail of the process and the various investment options available. He kept things transparent by providing detailed spreadsheets that made comparing choices a breeze. Even when the selling process had its ups and downs, Nate stayed patient and made quick adjustments. He coordinated closely with the title company to ensure all regulations were met, making the transfer of funds completely seamless. Beyond just exchanges, Nate also shared insights on other investment opportunities with competitive returns, showing a real knack for sound financial advice. I’d highly recommend him to anyone in Phoenix looking for a reliable 1031 exchange service, and I’d definitely work with him again.

Teri Beck
Reviews 1

My experience with 1031 Exchange Place in Phoenix was excellent. I started by consulting Nate about transitioning from single-family rentals to a DST or TIC investment to simplify my life as a landlord. He was incredibly helpful, pointing out properties that really fit my needs. Even though it took months for my property to be ready to sell—and the process got complicated by the pandemic causing two deals to fall through—he never lost touch. Nate stayed patient and supportive the entire time. In the end, he successfully connected me with a TIC right after my transaction closed. I’d gladly work with him and the team again.

Brad W
Reviews 1

Nate made the entire process of navigating a 1031 exchange feel effortless. I was in a tough spot: retired with limited cash for a down payment and no steady income to qualify for a commercial loan, yet facing an $80k tax hit if I didn’t reinvest. A quick search led me to 1031 Exchange Place, and I’m so glad I reached out. Nate came up with a creative solution that helped me meet all the requirements. I even visited their Sandy, Utah office with my wife and a real estate friend, where the team’s warm, professional approach really put us at ease. Now, I’m happily receiving direct distributions into my bank account from a truly maintenance-free property. Highly recommend their service for anyone looking to defer taxes smoothly.

Mark Clifford
Reviews 1

I am extremely satisfied with the service provided by the team at 1031 Exchange Place in Phoenix. Nate has shown remarkable professionalism throughout our engagement. After being let down by a previous expert for their lack of transparency, I was referred to Nate by a neighbor. Our series of phone calls and face-to-face meetings quickly proved he was the right choice. Nate stands out for his ability to break down various investment opportunities into a clear, detailed spreadsheet, making complex data easy to understand. He has effectively guided me on how to optimize my returns while ensuring full compliance with all 1031 exchange regulations. I highly recommend them as top-tier professionals in the real estate field.

Brad Woodbury
Reviews 1

Nate and his team at 1031 Exchange Place in Phoenix absolutely nailed it. They helped me sidestep a massive $80k tax hit by expertly setting up a TIC and DST replacement. From our first call, Nate’s patience and deep knowledge of 1031 exchanges really stood out. Even after visiting their office in Midvale, Utah, I was blown away by their clear, no-nonsense approach and the variety of investment options they laid out. I highly recommend these pros to anyone looking to do a 1031 exchange.

Chelsea Rodriguez
Reviews 1

Nate at 1031 Exchange Place in Phoenix really knows his stuff when it comes to tenants in common deals. My transaction was completely stress-free, and finding a replacement property felt effortless thanks to his expert guidance. I highly recommend their team for anyone looking for a smooth 1031 exchange experience.

Donna Weaver
Reviews 1

Nate took the time to guide me through the TIC options in Phoenix, spending nearly an hour on a detailed consultation. As someone new to the process, I really appreciated his approachable style and genuine passion for real estate services. He made the explanation clear and helpful, which put me at ease. Highly recommend the team at 1031 Exchange Place.

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About 1031 Exchange Place

1031 Exchange Place is a financial services firm that assists investors with 1031 exchanges, which allow property owners to defer capital gains taxes by reinvesting proceeds into like-kind replacement properties. The company also offers information and investment opportunities related to Tenants in Common (TIC), Delaware Statutory Trust (DST), REIT, UPREIT, and triple-net (NNN) real estate investments. Its services include acting as a qualified intermediary and providing guidance on delayed, simultaneous, partial, construction, improvement, and reverse exchanges. In addition, the firm addresses broader tax mitigation strategies, including bonus depreciation, Section 179 deductions, and charitable giving, and it publishes articles, FAQs, glossaries, and calculators as educational resources.

Website
1031ex.com
Address
12523 S Pasture Rd, Suite 100A, Riverton, Utah, 84096, US