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 world class Qualified Intermediary services to real estate investors and their professional teams seeking to take advantage of the 1031 exchange and defer their capital gains taxes.

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

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