Continuing Trusted Relationships. Guiding What's Next.

1031 CORP. completes asset purchase of 1031 Exchange Specialists, Inc.

 

1031 Exchange Specialists

Message from George Christofely and Bill Steffens

1031 Exchange Specialists, Inc. is pleased to announce that it has entered into an asset purchase agreement with 1031 CORP., marking an important step in continuing to serve and support our valued clients and professional partners. This decision was made with great care and consideration, with a clear focus on ensuring continuity, stability, and the highest level of service for those who have trusted us over the years.

As part of this transition, 1031 Exchange Specialists, Inc. will complete all currently open exchanges to ensure a seamless and consistent client experience. Moving forward, 1031 CORP. will begin initiating all new exchanges, bringing its depth of experience, resources, and client-first approach to serving our community. We will begin winding down operations in anticipation of retiring at the end of the year.

This partnership reflects a strong alignment in values and client commitment. George has had the opportunity to work with the 1031 CORP. team on transactions dating back to the early 2000s and recognized early on their shared dedication to integrity, responsiveness, and exceptional client care. With this long-standing relationship and mutual philosophy, we are confident that 1031 CORP. is the right partner to carry forward our legacy—providing the same trusted guidance while continuing to build upon the relationships and reputation we’ve established.

The Service You Rely On, Enhanced for What’s Ahead.

The Service You Rely On, Enhanced for What’s Ahead

As 1031 CORP. welcomes clients from 1031 Exchange Specialists, Inc., you can expect the same trusted service with even greater support. Existing exchanges continue without interruption, while new exchanges benefit from an experienced team, proven processes, and expanded resources designed to simplify every step. 

 

1031 CORP. Is Here to Help

1031 CORP. Is Here to Help

1031 CORP. has helped thousands of real estate investors grow their portfolios by deferring capital gains taxes through strategic 1031 exchanges. As your trusted partner, we provide:

  • Guidance from expert exchange professionals, including Certified Exchange Specialists®
  • Stringent safeguards for the protection of client funds
  • A simplified exchange process with dedicated support
  • Experience with complex transactions like reverse and improvement exchanges

 

Meet Your Dedicated Ocean City Team

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Kristen McVeigh, CES®

Ocean City Branch Liaison & Exchange Officer


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Kristen McVeigh, CES®

Ocean City Branch Liaison & Exchange Officer

Contact Kristen

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Gabbie Durante

Exchange Coordinator


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Gabbie Durante

Exchange Coordinator

Contact Gabbie

Lisabeth Patch, 1031 CORP.

Lisabeth Patch

Collegeville, PA Branch Manager


1-888-555-1234

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Lisabeth Patch, 1031 CORP.

Lisabeth Patch

Collegeville, PA Branch Manager

1-888-555-1234

Contact Lisabeth

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Margo McDonnell, CRE, CES®

President & Chief Executive Officer


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Margo McDonnell, CRE, CES®

President & Chief Executive Officer

Contact Margo

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Marissa LoCascio, CES®

Senior Vice President & Chief Compliance Officer


877-513-1031 ext. 210

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Marissa LoCascio, CES®

Senior Vice President & Chief Compliance Officer

877-513-1031 ext. 210

Contact Marissa

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Christine Mesaros

Banking Manager


1-888-555-1234

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Christine - circle

Christine Mesaros

Banking Manager

1-888-555-1234

Contact Christine

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Resources

Whether you are a real estate investor or professional advisor, access everything you need to navigate a 1031 exchange with confidence. This resource hub brings together essential tools, guides, and expert insights to help you stay compliant, make informed decisions, and maximize the benefits of your investment strategy. 

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Use the Power of 1031 Exchanges to Build Wealth Smarter

Our “1031 Exchanges Made Easy” webinar is a great overview of the rules and benefits of 1031 exchanges and will help you help your clients build wealth and preserve equity.
 
We offer the webinar on-demand so that you can watch when convenient for you.