Safe Harbor Exchange, Inc.

Proudly Trusted since 2000

About Us

Honest. Accurate. Fast. Affordable.

Since our establishment in January 2000, Safe Harbor Exchange, Inc. has helped over 30,000 real estate investment holders successfully defer their federal and state capital gains taxes, as well as recaptured depreciation triggered on the sale of their holdings. As a member of the Federation of Exchange Accommodators, we are a leader in IRC § 1031 Exchange Intermediary services. Our knowledgeable staff, combined with our commitment to service with integrity, provides taxpayers with an unparalleled professional team.

Our accounts are bonded and insured so that our exchangers are confident that their funds are safe and available for the successful conclusion of their exchange.

Colleagues Shaking Hands After Successful Deal

Safe Harbor Exchange, Inc. cannot provide advice regarding specific tax consequences.

Taxpayers considering an IRC §1031 tax deferred exchange should seek the counsel of their accountant/attorney to obtain professional tax and legal advice.

Our Services

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Signed File Document

Fast and Easy Set-Up

Your exchange documents conveniently accessible in a timely fashion.

customer service team member

Expert and Personalized Support

Our team is available during our regular business hours to assist you.

Business people in seminar at auditorium

Free Educational Forums Available for Escrow Offices

Get potential 45 day deadline relief with our informative referrals.

Our Competitive Rates

At uncopmromised quality

$850- Regular Exchange Fee

$850- Simultaneous Exchange Fee

$30- Per Outgoing Wire

$300- Per Additional Replacement

$1150- DST Relinquished Property

Saving money. Property investment concept

IRC §1031 Exchanges

To achieve a secure 1031 exchange, you should engage the use of a reliable Qualified Intermediary (QI). Safe Harbor Exchange, Inc. is one such QI, renowned for helping our exchangers successfully complete their 1031 transaction

Contact us

Office Hours

Mon-Fri (9am-5pm PDT)

Mailing Address

825 Parkcenter Drive, Suite 100

Santa Ana, CA 92705

Email Address

Phone Number

(714) 263-0280

(866) 331-1031

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