Top 1031 Exchange Companies In Washington State For 2027
Lily Roberts
Senior Marketing Strategist
10.26.2026
Compare 10 companies for a 1031 exchange Washington investors can trust, on RCW 19.310 compliance, fund security, local offices and exchange types in 2027.
The 1031 exchange Washington investors use follows the same federal rules as anywhere else: a qualified intermediary holds your sale proceeds, you identify replacement property in writing within 45 days, and you close within 180 days or by your return due date, whichever comes first. What sets Washington apart is that it regulates the intermediaries themselves.
Under chapter 19.310 RCW, an exchange facilitator must keep a fidelity bond of at least $1 million or hold all exchange funds in a qualified escrow account or qualified trust that needs your consent for withdrawals. It must also carry at least $250,000 in errors and omissions insurance (or an equal deposit), keep your funds in a separately identified account under your taxpayer ID, and give you written disclosures. Washington’s capital gains tax exempts real estate, but the real estate excise tax still matters, so check any exemption with your escrow officer.
We picked these 10 companies on Washington presence (a local office, or a national firm with a documented Washington team), how they meet the state’s fund rules, stated bond and insurance coverage, exchange types and track record. For intermediaries that work in every state, see our national list of 1031 exchange qualified intermediaries.
Washington 1031 Exchange Companies At A Glance
Company
Headquarters
Best For
Standout
IPX1031
National, office in Bellevue, WA
Large exchanges needing maximum stated protection
$100M fidelity bond, Washington counsel
Secure Exchange
Bellevue, WA
Local service with national backing
Accruit subsidiary, $50M fidelity bond
1031 Services, Inc.
Seattle, WA
Technically complex exchanges
Exchange specialist since 1989
Olympic Exchange Accommodators
Tacoma, WA
South Puget Sound investors
Attorney-led, qualified escrow at Columbia Bank
Asset Preservation, Inc.
Roseville, CA
First-time exchangers
Stewart subsidiary since 1990
First American Exchange Company
National, Washington exchange team
Closings through First American title
500,000+ exchanges completed
Old Republic Exchange
Walnut Creek, CA
Investors who want insurer backing
$80M aggregate fidelity bond
Chicago Deferred Exchange Company
Chicago, IL
Reverse exchanges
Qualified trust account per client
1031 CORP.
Collegeville, PA
Pacific Northwest investors wanting CES staff
Exchange team based in Bend, OR
Deferred
Pasadena and Carlsbad, CA
Simple forward exchanges done online
$0 forward exchange fee model
Best 1031 Exchange Companies In Washington State In 2027
1. IPX1031 — Bellevue Office Backed By Fidelity National Financial
IPX1031 is a wholly owned subsidiary of Fidelity National Financial with an office at 11900 NE 1st St. in Bellevue. Its Pacific Northwest team includes Washington Counsel Pierre W. Priestley, an attorney, CPA and Certified Exchange Specialist who oversees the region’s operations.
It publishes a $100 million fidelity bond, a $50 million third-party performance guaranty and $30 million in errors and omissions insurance, well above Washington’s statutory minimums. Funds are held in segregated accounts tied to the exchanger’s taxpayer ID.
IPX1031 handles delayed, simultaneous, reverse and build-to-suit exchanges, and its Washington page notes the state’s short-term rental and mixed-use property market.
Best for: Washington investors with large or complex exchanges who want a local office and the largest stated protections.
Secure Exchange is a Bellevue-based 1031 exchange company at 11201 SE 8th St. and a subsidiary of Accruit, the Denver qualified intermediary. Whatcom Land Title in Bellingham features Secure Exchange on its site as part of its family of companies.
The company states a $50 million fidelity bond, $25 million in errors and omissions coverage and $20 million in cyber liability coverage. Client funds are held with a custodian through Accruit and Inspira Financial. It lists Certified Exchange Specialists among its staff and is a member of the Federation of Exchange Accommodators (FEA).
It combines a local Eastside office with the processes and coverage of a national intermediary.
Best for: Puget Sound and Whatcom County investors who want a local firm with national-scale coverage.
1031 Services, Inc. has provided exchange services since 1989 and lists a Seattle office at 2001 Western Avenue. Its president, Mary B. Foster, is co-author of the treatise Tax Free Exchanges Under §1031 and meets with the IRS National Office on industry issues.
The firm says it has always kept segregated, interest-bearing bank accounts for each client. It acts as qualified intermediary on forward exchanges and as Exchange Accommodation Titleholder on reverse and improvement exchanges nationwide, and it publishes the RCW 19.310 disclosure on its site.
It also hosts the annual Jeremiah Long Memorial National Conference on Like-Kind Exchanges, which says a lot about its technical depth.
Best for: Investors and advisers with unusual or technically complex exchanges.
Olympic Exchange Accommodators is based in Tacoma, with an office at 1201 Pacific Avenue, and serves the South Puget Sound and Central Washington. It has provided qualified intermediary services since 2003. Founder Jeff Helsdon has been an attorney since 1987 and holds the CES designation.
Client funds are held in segregated accounts at Columbia Bank, an FDIC-insured bank, and disbursements need dual signatures. The firm says its qualified escrow arrangement meets the fund protection requirements of RCW 19.310 and publishes the full statutory disclosure.
It handles forward, reverse and improvement exchanges for residential, commercial and land property.
Best for: Pierce, Thurston, Kitsap and South King County investors who want a local attorney running the exchange.
Asset Preservation, Inc. (API) was founded in 1990 and is a wholly owned subsidiary of Stewart Information Services. It reports more than 200,000 exchanges and says it has exchange offices in Washington, with its national headquarters in Roseville, California.
API keeps exchange funds in non-commingled accounts, carries a fidelity bond and errors and omissions coverage and has written performance assurance from Stewart. It has written plainly about Washington’s facilitator law, including the bond or qualified escrow requirement and separate client accounts.
Its educational material on identification rules makes it a sound pick for a first exchange.
Best for: First-time exchangers who want a title-backed national intermediary that knows Washington’s rules.
First American Exchange Company is part of First American Financial Corporation and reports more than 500,000 completed exchanges. Its locations page lists Washington among the states with a local exchange team.
Exchange money sits in segregated bank deposit accounts titled in the taxpayer’s name and tax ID at FDIC-insured institutions, which lines up with Washington’s separate account requirement.
It is a natural fit when your Washington sale or purchase is already closing through First American title or escrow.
Best for: Investors and brokers who want a high-volume, title-linked intermediary.
7. Old Republic Exchange — Insurer-Backed Intermediary With Washington Representatives
Old Republic Exchange was incorporated in California in 1993 and is owned by Old Republic International, an insurance holding company. Its representative finder includes Washington.
The company states a fidelity bond with a $40 million single-loss and $80 million aggregate limit and professional liability insurance with a $50 million aggregate limit. On request it provides a written guarantee from Old Republic National Title Holding Company for losses caused by gross negligence, fraud or dishonesty.
Those limits are far above Washington’s minimums, and the written guarantee is something you can hand to your attorney.
Best for: Investors who want insurer backing and a written parent guarantee.
Chicago Deferred Exchange Company (CDEC) was founded in 1989 and is a subsidiary of Wintrust Financial. It serves Washington investors from Chicago and reports more than 75,000 exchanges, including thousands of reverse exchanges.
CDEC opens a separate qualified trust account for each client on each transaction. That approach matches one of the two fund protection routes Washington’s law allows: a qualified trust that needs the client’s consent for withdrawals.
It acts as both qualified intermediary and Exchange Accommodation Titleholder, so it can handle a reverse exchange when you need to buy first.
Best for: Investors planning a reverse exchange who want funds in a qualified trust.
9. 1031 CORP. — CES-Led Team Based In The Pacific Northwest
1031 CORP. is headquartered in Collegeville, Pennsylvania, with its exchange team based in Bend, Oregon. It serves Washington remotely and marked 35 years in the exchange industry in 2026.
The firm says most of its team hold the Certified Exchange Specialist designation, and its staff includes an attorney and a CPA. It handles delayed, reverse and improvement exchanges.
It has no Washington office, so ask for its RCW 19.310 disclosure and evidence of its bond or qualified escrow arrangement before you sign, as the law requires.
Best for: Investors who want credentialed specialists in the same time zone.
Deferred is a national, online qualified intermediary with offices in Pasadena and Carlsbad, California, serving Washington remotely. It charges a $0 fee for forward exchanges and shares interest earned on exchange funds instead.
Funds are held in a segregated deposit account at a commercial bank. Deferred states a $10 million fidelity bond and $5 million in errors and omissions insurance, above Washington’s minimums but lower than the title-owned intermediaries above.
It suits a straightforward sale and purchase when you are comfortable working online.
Best for: Fee-sensitive investors doing a standard forward exchange.
How To Choose A 1031 Exchange Company In Washington
Has The Company Given You Its RCW 19.310 Evidence?
Washington requires a facilitator to show, before you sign, that it has the $1 million bond or qualified escrow or trust and the $250,000 errors and omissions coverage. Ask for that evidence and keep a copy.
Bond Or Qualified Escrow: Which Does It Use?
Some firms rely on a fidelity bond, others on qualified escrow or trust accounts that need your consent for each withdrawal. The second gives you direct control, so ask which applies to your funds.
Do You Want A Local Office?
Seattle, Bellevue and Tacoma firms know local escrow and title practices. National firms can match or exceed the coverage, so weigh service style against protection.
How Does The Exchange Fit Your Tax Plan?
Your old basis carries into the new property. Ask your CPA whether a cost segregation study on the replacement makes sense, and read how cost segregation works.
Frequently Asked Questions
Does Washington’s Capital Gains Tax Apply To Real Estate?
No. The Department of Revenue lists real estate among the assets exempt from Washington’s capital gains tax. The federal tax is what a 1031 exchange defers.
Is A 1031 Exchange Exempt From Washington REET?
Do not assume so. The Department of Revenue lists tax-deferred exchanges among real estate excise tax exemptions but tells sellers to review the full rule first. Confirm with your escrow officer before closing.
Can I Exchange Into A Delaware Statutory Trust?
DST interests can qualify as replacement property. They are securities, so see our list of Delaware Statutory Trust sponsors and speak with a licensed adviser.
Conclusion
Washington gives exchangers more protection than most states, but only if you check it. For a 1031 exchange in Washington, ask each company for its RCW 19.310 evidence, compare bond, insurance and account structure, and decide whether a local office in Seattle, Bellevue or Tacoma matters to you. Keep your 45 and 180-day deadlines on the calendar and confirm the tax treatment with your CPA.
This article is general information, not tax or legal advice.
