1031 exchanges are no longer analog.
Welcome to the digital age.
No more scattered emails.
No more unanswered voicemails.
No more guessing where your exchange stands.
i1031 replaces manual processes with a single intelligent platform built for modern investors, trusted advisors, and qualified intermediaries.
i1031 replaces fragmented processes with an intelligent digital exchange environment combining deadlines, property identification, trust accounting, messaging, and compliance into a single secure dashboard.
45- and 180-day deadline tracking
Exchange trust account visibility
Digital property identification and revocation
Real-time task and compliance checkpoints
Secure in-app QI communication
Ask a question. Get a real answer instantly.
When your 45-day and 180-day windows matter, visibility is non-negotiable. i1031 gives you real-time deadline tracking, trust account transparency, and structured oversight from identification through closing.
Replace fragmented email chains and spreadsheet tracking with a centralized, audit-ready workflow. Every action is time-stamped, documented, and aligned with 1031 procedural discipline.
Attorneys, CPAs, and escrow teams gain shared visibility into deadlines, documentation, and exchange status reducing friction while maintaining compliance integrity.
Average exchange onboarding time
Real-time deadline visibility across every exchange
Secure platform access for all participants
Our AI assistant understands your entire transaction including properties, deadlines, escrow status, and documentation.
Knows your timeline
Knows what’s complete and what’s missing
Identified and revoked properties
No searching. No guessing. No blind spots.
Exchange funds are handled with discipline and oversight through established banking relationships, including City National Bank and Citizens Private Bank.
These relationships reflect a commitment to financial stability, operational integrity, and institutional level custody standards. Funds are managed within respected banking environments that prioritize security, regulatory compliance, and fiduciary responsibility.
i1031 maintains Fidelity Bond protection to safeguard exchange funds against internal misconduct or fraud. This coverage provides an added layer of security and reinforces a commitment to responsible fund management.
Coverage limits are structured to meet standard transaction requirements, with the ability to increase limits for larger or complex exchanges when necessary.
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Comprehensive Errors and Omissions Insurance is maintained to protect against professional liability claims arising from services performed in the course of exchange management.
This coverage ensures that clients, advisors, and institutional partners can operate with confidence, knowing that professional oversight is supported by appropriate risk mitigation measures.
No escrow markups. No per-property surcharges. Zero surprise add-ons.
Per relinquished property
45-Day & 180-Day Deadline Tracking
Digital Property Identification & Revocation
Exchange Trust Account Visibility
Secure In-App QI Messaging
UETA-Compliant Digital Signatures
Contextual AI Assistant
Real-Time Notifications (Email + SMS) AI Assistant
Institutional Banking Custody
Fidelity Bond Coverage
Errors & Omissions Insurance
Immutable Audit Trail
Per member, per month
3 active projects
Up to 10 blocks
Team Management
API Integrations
Per member, per month
3 active projects
Up to 10 blocks
Team Management
API Integrations
Per member, per month
3 active projects
Up to 10 blocks
Team Management
API Integrations
i1031 provides structured digital infrastructure for 1031 exchanges administered in accordance with applicable regulations and established banking frameworks
Learn more about our Founder Ryan Smith
i1031 delivers structured, secure digital infrastructure for 1031 exchanges—combining institutional banking discipline, compliance-focused workflows, and real-time visibility to eliminate guesswork from critical transactions.
