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.

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 Brochure

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Our Services

Signed File Document

Fast and Easy Set-Up

Your exchange documents conveniently accessible in a timely fashion.

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Expert and Personalized Support

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

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Educational Forums Available

Get potential 45 day deadline relief with our informative referrals.

We want your business- as seen in our competitive fees!

$850- Regular Exchange Fee

$30- Per Outgoing Wire

$300- Per Additional Replacement

$350- Simultaneous Exchange Fee

$1150- DST Relinquished Property

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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

We love hearing from you!

Please feel free to contact us via email and/ or phone for any feedback!

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