Business Details
24 Years
experience
Your Trusted Partner for 1031 Exchange Solutions
Xchange Solutions has been a trusted leader in 1031 exchange facilitation since 2002, helping investors legally defer capital gains taxes while growing their real estate portfolios. Our team of certified exchange specialists brings decades of combined experience and specialized expertise in navigating complex tax code regulations. We prioritize client education through in-depth classes and personalized guidance, ensuring clients understand all available options for structuring transactions. With thousands of successfully completed exchanges and IRS-approved processes, we provide unmatched security through $3,000,000 fidelity bonds and insured accounts. Our nationwide service extends across California, Nevada, Oregon, and Washington, with dedicated facilitators available seven days a week.We maintain strict compliance with all IRS requirements while offering innovative solutions like reverse exchanges and improvement exchanges that other firms cannot handle. Our facilitators invest 20+ hours annually in continuing education to stay current with regulatory changes. We differentiate ourselves through transparent communication, free expert consultations, and a proven track record of audit-proof transactions. Our client-centric approach includes coordinating directly with accountants and attorneys to ensure comprehensive tax planning. With offices in San Jose, Seattle, and Santa Cruz, we combine local market knowledge with national expertise to maximize investment growth opportunities.
Services
1031 Exchanges
Deferred Sales Trust
Delaware Statutory Trust
Exchange Case Studies
Educational Classes
Details
- Year established: 2002
Highlights and features
- 20+ years of 1031 exchange experience with thousands of completed transactions
- Specialize in complex reverse and improvement exchanges
- Maintain $3,000,000 fidelity bond for client fund protection
- Provide free expert consultations with IRS audit-proof documentation
- Offer continuing education for real estate professionals and accountants
What people say
Saved thousands in taxes
Expert guidance
Educational value
Audit-proof documentation
Responsive facilitators
Services
1031 Exchanges
Our 1031 exchange services help real estate investors legally defer capital gains taxes when selling investment properties. We specialize in all exchange types including simultaneous, delayed, reverse, and improvement exchanges. Our experienced facilitators guide clients through IRS-compliant processes to reinvest proceeds into like-kind properties while maintaining complete audit protection.
Delaware Statutory Trust
We facilitate Delaware Statutory Trust investments as qualified replacement property for 1031 exchanges. This solution allows fractional ownership in institutional-grade properties with professional management. Investors gain access to diversified real estate opportunities that meet IRS requirements while maintaining tax-deferred growth potential through professionally managed commercial assets.
Deferred Sales Trust
Our Deferred Sales Trust solution provides alternative capital gains tax deferral for non-exchangeable assets. This structured installment sale arrangement allows sellers to spread tax liability over time while earning investment returns on deferred proceeds. We help clients evaluate suitability compared to traditional 1031 exchanges for optimal tax planning outcomes.
People
Jonathan Baughman
President
President with over 20 years of 1031 exchange experience, specializing in complex transaction structuring. Holds Certified Exchange Specialist designation and teaches continuing education classes for real estate professionals.
Doua Thompson
Senior Vice President
Senior Vice President with expertise in all exchange formats, previously worked in accounting and property management. Provides specialized guidance for real estate investors seeking tax-deferred growth strategies.
Ron Walken
Regional Manager
Regional Manager in Seattle with extensive experience teaching Washington State approved real estate education courses. Specializes in local market applications of national tax-deferred exchange regulations.
Questions
What is a 1031 exchange?
A 1031 exchange allows investors to defer capital gains taxes when selling investment property by reinvesting proceeds into like-kind property within specific IRS guidelines.
How does a reverse exchange work?
A reverse exchange lets you purchase replacement property before selling your current property, requiring specialized handling to maintain IRS compliance.
What properties qualify for 1031 exchanges?
Most real estate held for investment qualifies, including apartment buildings, commercial properties, raw land, and rental homes across the United States.
How much can I save with a 1031 exchange?
Savings depend on your tax bracket and investment size, but deferring 15-30% capital gains taxes can significantly increase reinvestment potential.
What happens if I move into my exchange property?
The IRS requires properties to be held for investment. Moving in requires proper documentation and timing to maintain tax-deferred status.
