Planning a 1031 exchange Texas investors can rely on? Compare 10 qualified intermediaries with Texas offices or staff on fund security, credentials and fees.
A 1031 exchange Texas investors complete is governed by federal rules alone. Texas has no state income tax, no state capital gains tax and no state-specific exchange reporting, so the exchange is about deferring federal capital gains tax, depreciation recapture and the 3.8% net investment income tax. Texas also does not regulate qualified intermediaries, so checking how a Texas qualified intermediary holds your money is your job.
This list is for Texas owners of rentals, multifamily, commercial buildings and land. Every firm has a Texas office or named Texas staff or contacts, and each entry says which. We weighed fund security (segregated accounts, bonds, insurance), credentials such as the Certified Exchange Specialist (CES) designation, Federation of Exchange Accommodators (FEA) membership, exchange types, fees and years in business. For firms without a Texas presence, see our national list of top 1031 exchange qualified intermediaries.
The federal deadlines do not bend: identify replacement property in writing within 45 days of closing the sale and acquire it within 180 days, or by your return due date if earlier.
1031 Exchange Companies In Texas At A Glance
Company
Headquarters
Best For
Standout
IPX1031
National (FNF subsidiary), 4 Texas offices
Large exchanges in any Texas metro
$100M fidelity bond, $30M E&O
First American Exchange Company
National (First American subsidiary)
Closings already with First American title
500,000+ exchanges, Texas business development team
Asset Preservation, Inc.
Roseville, CA, with Dallas and Houston offices
Investors who want title-backed security
Since 1990, 200,000+ exchanges
1031 Exchange Corporation
Austin, TX
Investors who want a long-running Texas firm
Advising exchange clients since 1991
Texas Escrow Company
Dallas area, TX (Republic Title)
DFW deals closing with Republic Title
Forward, reverse and construction exchanges
1031X
Denver, CO, with a Dallas office
Investors who want flat pricing
Fee refund if service falls short
WealthBuilder 1031
College Station and Dallas, TX
Cost-conscious forward exchanges
Flat $1,000 fee, attorney owned
Ten31 Texas
Austin, TX
Central Texas investors wanting local service
Attorney owned and operated
Exchange Resource Group
Lakewood, CO, with a Texas contact
Reverse and construction exchanges
85 years combined team experience
Deferred
Pasadena, CA (national, online)
Fee-sensitive forward exchanges
$0 forward exchange fee model
Best 1031 Exchange Companies In Texas In 2027
1. IPX1031 — Four Texas Offices Backed By A $100 Million Fidelity Bond
IPX1031 is a subsidiary of Fidelity National Financial and publishes a $100 million fidelity bond, a $50 million written performance guaranty and $30 million in errors and omissions insurance. It is a national firm with a strong Texas footprint.
Its Texas page lists offices in Dallas, Houston, Austin and San Antonio. A regional manager who is an attorney oversees the central region, and named staff cover Greater Houston and South and East Texas, Dallas-Fort Worth and North Texas, and a territory stretching from San Antonio and Austin to El Paso, the Panhandle and the Rio Grande Valley.
That coverage makes IPX1031 practical for ranch, farm and commercial exchanges well outside the big metros, as well as for large urban deals.
Best for: Texas investors with large or rural exchanges who want strong published protections and statewide staff.
First American Exchange Company is part of First American Financial, the title insurer founded in 1889. It reports more than 500,000 completed exchanges and more than 145 exchange experts nationwide.
Funds sit in segregated bank deposit accounts titled in the taxpayer’s name and tax ID, at FDIC-insured institutions with investment-grade ratings, and the company can often provide an indemnification letter covering losses from negligence, fraud or dishonesty by its staff.
Its Texas page names business development managers for North Texas, Central Texas and Houston and the Gulf Coast, plus a vice president of operations who holds the CES designation. It is a national firm with Texas-assigned staff, and it works especially well when your closing is already with a First American title office.
Best for: Investors and brokers who want a high-volume, title-linked intermediary with regional Texas contacts.
Asset Preservation, Inc. (API) was established in 1990, reports more than 200,000 exchanges and is a wholly owned subsidiary of Stewart Information Services Corporation. Its national headquarters is in Roseville, California.
Its Texas page lists offices on Main Street in Dallas and on Post Oak Boulevard in Houston, led by a vice president and North Texas and Oklahoma division manager and a South Texas division manager. API holds funds in non-commingled accounts, carries fidelity bond and errors and omissions coverage, has a written third-party performance assurance from Stewart, employs CES staff and is an FEA member.
API also publishes extensive educational material, which helps first-time exchangers understand reverse and improvement structures. Its Texas page notes the state’s lack of an income tax, which means the exchange is mainly about deferring federal tax.
Best for: Dallas and Houston investors who want a long-established intermediary with title company backing.
1031 Exchange Corporation is based in Austin and says it has provided advice and expertise for exchange clients since 1991. Its directory listing describes it as one of the oldest exchange accommodators in Texas.
The firm has a Certified Exchange Specialist on staff and is an FEA member. It handles delayed, reverse, construction and simultaneous exchanges in all 50 states. Its directory listing says it is bonded and insured, with $2 million in errors and omissions coverage; its own site does not state its limits, so ask for current certificates.
For Central Texas investors, the appeal is a long-running local firm that has seen several real estate cycles and handles the full range of exchange types.
Best for: Austin-area investors who want an experienced, independent Texas intermediary with CES staff.
5. Texas Escrow Company — Republic Title Subsidiary For Forward, Reverse And Construction Exchanges
Texas Escrow Company is a subsidiary of Republic Title of Texas, which has operated since 1991 and has its corporate office in Plano and commercial offices in Uptown Dallas and Downtown Fort Worth. Republic Title describes Texas Escrow Company as an experienced qualified intermediary for forward, reverse and construction exchanges.
Its directory listing says it prepares exchange documents from the exchange agreement through the sale and the acquisition, and that a related Republic Title company, RTT Financial, can hold properties or fund construction for reverse and improvement exchanges.
Fund security details are not published on Republic Title’s site, so ask for them in writing. Its advantage is coordination: the exchange and the title work can sit under one Texas company.
Best for: Dallas-Fort Worth investors closing with Republic Title who want the exchange handled in-house.
6. 1031X — Flat-Fee Exchanges With A Dallas Office And A Service Guarantee
1031X.com, Inc. was founded in 1994 and is headquartered in Denver, with a Texas office on Preston Road in Dallas and local pages for Austin and Houston. It reports 32 years of continuous 1031 practice.
Funds are held in segregated, insured qualified escrow accounts and are never commingled, according to the firm. It carries errors and omissions insurance, cyber liability coverage and a fidelity bond on every exchange, has Certified Exchange Specialists on staff and is an FEA member. Each client is assigned a named exchange officer.
Pricing is flat and based on complexity rather than equity, with no wire or rush fees. The firm also says it refunds the exchange fee if its service falls short of its standards, which is unusual in this industry.
Best for: Texas investors who want predictable pricing and a single named contact.
7. WealthBuilder 1031 — Attorney-Owned Texas Intermediary With A Flat $1,000 Fee
WealthBuilder 1031 describes itself as an attorney-owned, Texas-based nationwide qualified intermediary, with offices in College Station and Dallas. Its BBB profile lists a 2009 start.
The firm advertises a flat $1,000 fee. Sale proceeds go into a segregated trust account held in the exchanger’s name and tax ID under the firm’s control. It handles deferred, improvement, reverse and simultaneous exchanges.
Its site does not state bond or errors and omissions limits, so request them before you sign. For investors doing a standard exchange of a rental house or small commercial property, the low published fee and attorney ownership are the draw. Having offices in both College Station and Dallas also makes in-person meetings practical for Brazos Valley and North Texas clients.
Best for: Cost-conscious Texas investors doing straightforward exchanges who want an attorney-owned firm.
8. Ten31 Texas — Attorney-Owned Intermediary With An Austin Office
Ten31 Texas, LLC is an attorney-owned and operated qualified intermediary with an office on MoPac Expressway in Austin. It positions itself as a full-service intermediary with local service and national reach.
It handles delayed, reverse, improvement and reverse improvement exchanges, and publishes practical guidance on the 45-day identification and 180-day exchange deadlines. Consultations can be booked online, and the office takes calls and texts during business hours.
Its site does not name its attorneys or describe how funds are held, bonded or insured, so ask for those details and the firm’s track record in writing. It suits investors who prefer a small local firm and are willing to do that due diligence. Its blog was updated in 2026, a sign the practice is active.
Best for: Central Texas investors who want a local, attorney-owned intermediary for reverse or improvement exchanges.
Exchange Resource Group is a nationwide qualified intermediary with its corporate office in Lakewood, Colorado. Its site lists dedicated regional contacts, including a Texas contact with a 972 Dallas-area number.
The firm handles all types of 1031 exchanges, including complex reverse and construction exchanges, and cites a combined 85 years of team experience. It offers document preparation, timeline tracking, secure holding of funds and around-the-clock support.
Its site does not state bond, insurance or account details, so request them. ERG fits investors who need an improvement exchange to build or renovate on replacement property. Its site promises one-to-one access to staff, which helps when construction timelines are tight against the 180-day deadline.
Best for: Texas investors planning reverse or build-to-suit exchanges who want a smaller national firm.
10. Deferred — Zero-Fee Forward Exchanges Run Online
Deferred is a national, online intermediary with offices in Pasadena and Carlsbad, California. Its Texas page lists it as serving Texas and confirms the state has no income tax and no state-specific exchange rules.
Deferred charges $0 for forward exchanges and covers its fee by sharing the interest earned on exchange funds. Funds sit in a segregated deposit account, with JPMorgan Chase and Raymond James shown as depository banks. It states a $10 million fidelity bond and $5 million in errors and omissions insurance and reports more than 7,000 exchanges.
Its protections are lower than the title-owned firms above, so weigh fee savings against limits on very large exchanges. Clients can start an exchange through an online form.
Best for: Texas investors doing simple forward exchanges who are comfortable working online.
How To Choose A 1031 Exchange Company In Texas
How Are Exchange Funds Protected?
Texas has no qualified intermediary statute, so ask each firm whether funds sit in a segregated account or qualified escrow in your name, and request fidelity bond and errors and omissions certificates. Firms that do not publish limits may still carry strong coverage, but see the numbers first.
Does The Firm Know Rural And Agricultural Property?
Texas exchanges often involve ranch land, farmland or mineral interests. Ask whether the intermediary has handled your property type and whether your title company is comfortable with it.
Do You Need A Reverse Or Improvement Exchange?
Fast-moving Texas markets sometimes push investors to buy before they sell (a reverse 1031 exchange), or to build on replacement land. Those structures require an Exchange Accommodation Titleholder and higher fees, so ask how many the firm closed recently.
How Will You Depreciate The Replacement Property?
The exchange carries your old basis forward, and new purchase price above that basis can be depreciated. Ask your CPA whether a study makes sense, and compare our list of cost segregation firms in Texas.
Frequently Asked Questions
Why Do A 1031 Exchange If Texas Has No Income Tax?
The exchange defers federal capital gains tax, depreciation recapture and possibly the net investment income tax. Those can add up to a large share of your gain even without a state tax.
Does Texas Regulate Qualified Intermediaries?
No. Texas does not license or bond intermediaries, unlike states such as California, Colorado and Nevada. Federal rules require a qualified intermediary, but choosing a well-protected one is up to you.
Can I Exchange Into A Delaware Statutory Trust?
DST interests can qualify as replacement property. They are securities offerings, so review our list of Delaware Statutory Trust sponsors and speak with a licensed adviser.
Conclusion
For a 1031 exchange in Texas, the state stays out of the way, so the choice comes down to fund security, experience and price. IPX1031, First American and Asset Preservation bring large national platforms with Texas offices and staff. 1031 Exchange Corporation and Texas Escrow Company offer long Texas track records, while 1031X, WealthBuilder 1031, Ten31 Texas, Exchange Resource Group and Deferred cover flat-fee, attorney-owned and online options. Get protections in writing, calendar both deadlines and confirm the tax treatment with your CPA.
This article is general information, not tax or legal advice.
