Qualified Intermediary · Beverly Hills · Nationwide
Expert 1031 Exchange Accommodators.Your client’s funds, 100% insured.
A personalized, technology-forward Qualified Intermediary for high-value 1031 tax-deferred real estate exchanges nationwide — precise documentation, automated deadlines, and a dedicated team of advisors safeguarding every transaction.
Open an Exchange
Connect with a dedicated 1031 advisor. No obligation.
- Funds 100% Insured
- IRS Compliant
- Cyber Insured & Bonded
- Automated Deadlines
- Accurate Documentation
Why Aspen Exchange
Four reasons discerning agents and investors choose us
A Qualified Intermediary is only as good as the security, precision, and service behind it. Here is where Aspen Exchange stands apart.
The Aspen difference
Client funds held in 100%-insured accounts
When you entrust a Qualified Intermediary with the proceeds of a sale, the security of those funds is everything. Aspen Exchange holds every client's exchange funds in accounts that are 100% insured — a standard of protection that sets us apart in an industry where most accommodators cannot make the same claim. Combined with segregated handling and rigorous internal controls, it means capital is safeguarded from the moment the relinquished property closes until the replacement property is acquired. For agents and investors moving high-value real estate, that assurance is not a detail — it is the foundation of the entire exchange.
Technology-forward
Proprietary technology and automated deadline tracking
A 1031 exchange lives and dies by its deadlines. Aspen Exchange pairs experienced advisors with proprietary technology that tracks every critical date automatically — so the 45-day identification window and 180-day completion window are monitored continuously, never left to memory or a spreadsheet. Our platform keeps documentation moving, flags what needs attention, and keeps every party informed. The result is an exchange that stays on schedule and is structured to comply with IRS guidelines, with the accuracy high-value transactions demand. Technology handles the vigilance; our advisors handle the judgment — so nothing critical slips.
Competitive pricing
Premium protection at a fair, transparent price
Sophisticated agents compare Qualified Intermediaries carefully, and pricing is part of that decision. Aspen Exchange offers competitive, transparent pricing without compromising the security, technology, or personal service that define our work. There are no surprises and no diluted standards — the same 100%-insured fund handling, automated deadline tracking, and dedicated advisory team apply to every exchange we facilitate. For the agent weighing options on behalf of a valued client, it means you can recommend a premium accommodator with confidence, knowing the fee structure is fair and the protection is uncompromising. Here, value is measured in certainty, not only cost.
Personalized service
A dedicated team of advisors — a partner, not a vendor
Aspen Exchange is a partner, not a vendor. Every exchange is guided by a dedicated team of experienced 1031 advisors who know your transaction, your timeline, and your client by name. You reach real people who understand the nuances of high-value real estate — not a call center or a ticketing queue. We coordinate closely with your escrow, title, and legal partners, anticipate what each stage requires, and keep the process calm and precise from the first call to the final closing. For agents, it means the client relationship you've built is protected by a firm that treats it with the same care you do.
How it works
A precise exchange, handled end to end
From the first call to the final acquisition, we manage the details that keep an exchange on schedule and in compliance — so you can focus on the transaction.
- 01
Establish the exchange before closing
Engage Aspen Exchange before your relinquished property closes. We prepare the exchange documentation and step in as your Qualified Intermediary, so the transaction is structured correctly from the very start.
- 02
Proceeds held in an insured account
At closing, the sale proceeds transfer directly to Aspen Exchange and are held in a 100%-insured account — never received by the exchanger — preserving the integrity of the exchange.
- 03
Identify replacement property within 45 days
You have 45 days from the sale to formally identify replacement property. Our automated deadline tracking and advisory team help you meet this window with properly documented identification.
- 04
Complete the acquisition within 180 days
The replacement property must be acquired within 180 days of the sale. We coordinate the closing and the release of funds, handling documentation designed to comply with IRS guidelines.
Timelines and requirements described here are general and every exchange is unique. Aspen Exchange does not provide tax, legal, or financial advice; consult your own CPA or tax attorney.
Who we serve
Built for the professionals moving high-value real estate
Whether you're referring a valued client or structuring your own exchange, Aspen Exchange brings the same standard of care to every transaction.
For real estate professionals
A partner who protects your client relationship
Refer with confidence. When you recommend Aspen Exchange, your client is handled with white-glove precision and discretion — across all property types and premium markets nationwide. We work as an extension of your team, so the relationship you've built stays exactly where it belongs: with you.
For property investors
Structure your own exchange with precision
Planning a 1031 exchange on your own holdings? Work directly with a dedicated advisor who structures your exchange with the security, technology, and accuracy a high-value transaction deserves — from the first conversation through to the final acquisition.
All property types
High-value real estate, nationwide
From estates and luxury residences to commercial and investment holdings, Aspen Exchange facilitates exchanges across premium markets throughout the United States — with the same standard of protection and service on every transaction.
Experience & reputation
Precision and discretion, on every exchange
Aspen Exchange is built on the standards high-value transactions demand — meticulous, secure, and deeply personal.
Rooted in Beverly Hills
A refined firm based in Beverly Hills, facilitating exchanges for high-value real estate across premium markets nationwide.
A dedicated team of advisors
Experienced 1031 advisors who know your transaction personally and coordinate every stage with care.
A reputation for precision
Meticulous documentation and disciplined process, built for the standards high-value exchanges require.
Insured, bonded, secure
Client funds held in 100%-insured accounts, with cyber-insured, bonded handling and rigorous internal controls.
“A 1031 exchange should feel effortless for the client and airtight behind the scenes. That balance — precision without friction — is what we protect on every exchange.”
— Aspen Exchange
Questions
What to know about your exchange
A Qualified Intermediary (QI), sometimes called an accommodator, is the independent party required to facilitate a 1031 exchange. The QI holds the proceeds from your relinquished property so you never take receipt of the funds, prepares the exchange documentation, and coordinates the acquisition of your replacement property — all structured to comply with IRS guidelines. Engaging a QI is what allows a sale and a purchase to be treated as a like-kind exchange.
Aspen Exchange holds exchange funds in accounts that are 100% insured, with segregated handling and strict internal controls. We are also cyber insured and bonded. This layered protection is central to how we safeguard client capital from the close of the relinquished property through the acquisition of the replacement property.
Two deadlines govern a 1031 exchange: you have 45 days from the sale of your relinquished property to formally identify replacement property, and 180 days from the sale to complete the acquisition. These windows run concurrently and are strict. Our automated deadline tracking and advisory team are designed to help you meet them with accurate, timely documentation.
No. Aspen Exchange serves as your Qualified Intermediary and does not provide tax, legal, or financial advice. Every situation is unique and the rules governing 1031 exchanges are nuanced, so you should consult your own CPA or tax attorney to confirm that an exchange is appropriate for your circumstances before proceeding.
Rooted in Beverly Hills, we facilitate exchanges for high-value real estate across premium markets nationwide — spanning luxury residential, commercial, and investment property. Wherever the transaction is, the same standard of protection, technology, and dedicated service applies.
Begin your exchange
Connect with a dedicated 1031 advisor.
Open an exchange with a Qualified Intermediary built for high-value real estate — secure, precise, and personal. No obligation.
- Client funds held in 100%-insured accounts
- A process designed to comply with IRS guidelines
- A dedicated team of experienced 1031 advisors
Aspen Exchange does not provide tax, legal, or financial advice; consult your own CPA or tax attorney.
Open an Exchange
Tell us a little about your exchange and an advisor will be in touch.