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About our company

about us

We formed The Private Exchange Group with the idea of fostering education, teamwork and strategic planning.  We are investors ourselves and know how important a professional team is to you.  A seasoned, professional team can make or break an investment.

With this in mind, we work with each of our clients as we would want someone on our team to perform for us.  Timely, informed responses, coordinated services, attention to detail and transparency in our banking practices are some of the valued expectations our clients have come to expect from us and others on their team.  We truly have raised the level of expectations and performance benchmarks in Intermediary Services.

Our Mission

To provide high quality national 1031 exchange and intermediary services to real estate investors seeking to defer their capital gains taxes. 

We will not provide legal or tax advice.  We will work through our clients' tax advisors in a team approach to give the client the best opportunity to make the best decisions for their situation.

Company History

At The Private Exchange Group, we've assembled a team of seasoned professionals who are committed to our mission statement.

It is because of this approach, that clients are able to feel more comfortable and confident as they go forward to take advantage of the 1031 exchange process.  They leave the process more educated and better prepared for the next steps in their real estate investment career. 

We encourage investors to think more long term by adding the 1031 strategies we teach them to the approaches and direction of their portfolios.

We have worked with thousands of clients and their advisors. Our clients have owned real estate all around the country. Their needs have resulted in us providing exchange services in the following states: Alabama, California, Colorado, Delaware, Florida, Georgia, Illinois, Kentucky, Maryland, Michigan, Missouri, New York (city and state), North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia and Wyoming. 

Rest assured that no matter where you or your properties are, we can be there for you.