Our Promise to You
Exceptional Execution & 5-Star Service — or We Cover Your Exchange Fee

We’ll refund fees for all standard forward 1031 exchanges, including fees for additional sales and purchases.

For reverse and construction 1031 exchanges, the refund covers double the standard forward exhange fee. 

While our guarantee covers the most common fees, there are services and associated expenses that are limited or for which the guarantee does not apply. 

These include

• Limited to exchange fees paid to 1031X (excludes third-party fees)
• Limited to one claim per exchange
• Not applied to mail, FedEx, or other expenses incurred
• Not applied to any earned interest
• Not applied to improvement expenses, advisors, contractors, or other associated parties
• Not applied to any other exchange party with whom the client or 1031X contract with for purposes of assisting the 1031 exchange process

Other exclusions apply, including:

• Third-party delays or errors outside of 1031X’s direct control
• Force majeure events
• Client-caused delays or failures to provide required information
• Matters related to investment performance or tax outcomes
• Issues arising from client’s failure to meet exchange deadlines
• Issues arising from market conditions
• Regulatory changes

For basic questions, speak with your designated 1031X Exchange Officer, or call 1-888-899-1031. 

To submit a claim and request a refund,

1. Provide written notice of service failure within 5 business days
2. Include a specific description of the problem (service standard violation)
3. Submit via email or client portal

Claims for refund are valid during active exchanges and must be claimed prior to exchange completion. 

This period is extended if a 1031 exchange is rejected by the Internal Revenue Service or state department of revenue dur to clear and obvious error by 1031X.  In such a circumstance, claim must be submitted within 5 business days of notice by the IRS or state department or revenue. 

We take each claim extremely seriously.  

We promise to

• Acknowledge the claim within 1 business day
• Complete an investigation within 5 business days
• Provide you with written determination by senior management upon completion of investigation

Client obligations are to

• Respond to information requests in a timely manner
• Provide honest and accurate information related to the claim and investigation
• Maintain best efforts to satisfy exchange requirements
• Maintain adherence to stated deadlines

For any accepted claim, 1031X preserves all legal rights. No admission of wrongdoing. 

Claim is a guarantee of service, not a guarantee of outcomes

• Not a guarantee of finding adequate replacement property
• Not a guarantee of closing within exchange deadlines
• Not a guarantee of acceptance by IRS or survivability upon audit (excepting cases where clear 1031X documentation errors/failures or fund handling mistakes place the client outside of the safe harbor)

Refunds will be processed within 30 business days of a completed investigation (if warranted).