Team Priority

SpecialtiesPortfolio and Asset Management Program and Project Management Independent Fiduciary Advisors Radical transparency Corporate reorganization and turnaround

Exchange Resources is a tax-deferred exchange company that specializes in delayed, simultaneous, reverse, build-to-suit and personal property exchanges. It serves clients through marketing offices located throughout California and Texas. The company offers escrow and title documentation services. It also acts as a holder for escrow holdback transactions and handles construction fund control accounts. Exchange Resources also helps clients calculate exchange payments and achieve tax benefits. In addition, it provides consulting services related to local taxes and financial programs. With an office in San Diego, Exchange Resources is one of the largest independent qualified intermediaries throughout the United States that engages in tax-deferred exchanges.