Open A 1031 Exchange

About Us

Vanguard 1031 Exchange - Safeguard Your Investments

We are a national, fully independent, 1031 Exchange Qualified Intermediary 

We work for you, not against you

At Vanguard 1031 Exchange, our focus is on being consultative and solutions oriented. Uniquely, we are one of the only fully independent, national, 1031 Exchange Facilitators, that employ experts who have achieved the designation ‘Certified Exchange Specialist’

Vanguard 1031 Exchange has been a leading choice of attorneys, real estate professionals, and family offices when experience, certainty, and speed of execution are paramount.

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We work for you

Our Team

Brandon Burns company

Brandon Burns

President of Vanguard 1031 Exchange

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Mr. Burns is a real estate tax advisor and is a senior leader for Vanguard 1031 Exchange. He has a strong background in real estate tax, real estate finance, & title. He is an expert with thousands of hours speaking to both small and large crowds on 1031 Exchanges and other real estate tax topics.
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With Vanguard 1031 Exchange,
GET A TEAM OF EXPERTS
supporting you throughout your exchange process

With Vanguard 1031

California

Texas

Florida

Kristen Lewis

Founder

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James O'Neil

Manager

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Nataliya Stepulev

Receptionist

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Our Difference

Vanguard 1031 Exchange sets a high standard for IRC §1031 regulations and reporting guidelines.
Provides segregated and insured exchange accounts
Providing detailed reporting
Provides a Fidelity Bond specifically designed for Qualified Intermediaries
Requires signed client authorization to transfer funds
Deposits all exchange escrow funds in an FDIC insured bank, offering up to $100,000,000 of FDIC insurance per exchange.
Employs people who have achieved the Certified Exchange Specialist designation.
Successfully completed a System and Organization (SOC) 2 Type 1 audit.
The expertise of a qualified intermediary extends beyond mere transactional support. Choosing a QI with the right blend of experience and expertise is not merely a regulatory formality; it’s a strategic investment in the success of a 1031 exchange. The right qualified intermediary not only brings peace of mind but also ensures the financial and legal fidelity of the exchange, enabling investors to maximize their investment potential while staying compliant with the intricate tax laws that govern 1031 exchanges.

Us

Them

Flat Fee
No Hidden Charges
No Document Preparation Charges

Them

No Flat Fee
Hidden Charges
Document Preparation Charges
Trust & Experience

If you or your client owns investment property and are thinking about selling it and buying another property, you should consider 1031 tax-deferred exchange.
For 1031 exchange assistance, please call one of our following offices:
San Diego, CA   – 858-331-1031
Dallas, TX           – 469-620-8588
Toll Free (USA)  – 855-489-1031

Trust & Experience

While following the IRS requirements of strict adherence to regulatory compliance, we uniquely pair this with a focus on being consultative and solutions oriented.  

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Our Podcasts

Real Estate Investor Podcast
SA990 | Unlock the Capabilities of 1031 Exchange in Real Estate Investing and Syndications with Brandon Burns
40: Brandon Burns - Vanguard 1031 Exchange

It’s a strategic business decision

Selecting the right qualified intermediary for your 1031 exchange is not just a critical step in meeting the requirements set by the Internal Revenue Code; it’s a strategic business decision that can affect the outcome of your investment. 

Open a 1031 Exchange

Request additional information

Email Us:

Info@vanguard1031x.com

Call Us:

858-331-1031

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Book A Call:

https://app.usemotion.com/meet/1031/call

We look forward to working with you!

The goal of Vanguard 1031 Exchange is not to make you a 1031 exchange expert. Rather, we want to become the 1031 experts on your team. We want to equip you to make the right decision for your situation. Typically, with the right data it is easier to make the right decisions.
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Locations:
Corporate Office:

San Diego, California
(858) 331-1031 Call or Text the Office

Texas Office:

Dallas, Texas
(469) 620-8588  Call or Text the Office

The Company

Vanguard 1031 Exchange is a national, fully independent, 1031 Exchange Qualified Intermediary. 

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DISCLAIMER:
To ensure compliance with requirements imposed by the IRS, we inform you that the information posted at this website does not contain anything that is intended as legal or tax advice, and that nothing herein can be relied upon as legal or tax advice. Further, the IRS wants you to know that nothing herein can be used for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any tax-related matter addressed herein. Vanguard 1031 Exchange cannot advise the owner concerning specific tax consequences, the advisability of a tax-deferred exchange for tax purposes, or fill out tax forms for you. We recommend that anyone contemplating an exchange seek the advice of an accountant and/or attorney.

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Brandon Burns company

Mr. Burns

Senior Leader
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Mr. Burns is a real estate tax advisor and is a senior leader for Vanguard 1031 Exchange. He has a strong background in real estate tax, real estate finance, & title.

He is an expert with thousands of hours speaking to both small and large crowds on 1031 Exchanges and other real estate tax topics.

He has worked on an excess of four thousand 1031 exchange transactions, both large and small. In addition, he has served on investment committees of real estate Family Offices and private Real Estate Funds for the last 9 years.

He is a licensed professional who has passed the rigorous requirements to be awarded the ‘Certified Exchange Specialist®’ designation. As a licensed CES®, Mr. Burns has a fiduciary duty to uphold a stringent code of ethics and maintain continuing education on all 1031 exchange matters.

He spends much of his time educating investors, and their advisors, on all nuances applicable to individual situations relating to IRC §1031. This ranges from complicated 1031 exchange issues, such as reverse exchanges or complicated partnership tax structures, to basic 1031 exchange questions.

He has been a featured speaker at a number of national and local real estate conferences. Additionally, he has built vast network of RE Attorneys, CPA’s, Real Estate Brokers, Financial Advisors, Family Offices and Title/Escrow agents – serving as a trusted advisor on 1031 exchange matters.

There are very few other real estate professionals who have started careers in high margin, low volume sectors of real estate then moved to low margin, high volume sectors. Mr. Burns’ unique CRE investment background, which include; hundreds of millions of dollars of real estate investment experience with a Family Office, personally investing as a Principal, and former creation and distribution of DSTs/TICs – providing insights he is able to share.