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The 1031 Investor

Professional Services
5.0 stars
88 Reviews

Markets served


St. Petersburg, FL

About us


A Nationwide Qualified Intermediary service for 1031 tax-deferred exchanges.  Allowing you to indefinitely defer paying tax on real estate profit.  Investment security and wealth growth and preservation focus.   Educational resources and consulting to help you maximize returns and minimize taxes.  All designed to help keep your money in YOUR ...BIGGER POCKETS!

Specialties


Other Professional Services

Other

Reviews (88)


5.0 stars
88 Reviews
5.0 stars
88 Reviews
0.0 star
0 Reviews

reviewer image
5.0 stars
|
4 months ago
Reviewed by D B
There were several references from the Bigger Pockets forum that I belong to who all spoke highly of Dave and his company, The 1031 Investor. Extremely well organized, efficient and without a doubt; Dave has a great team and got me to the right person throughout the process. His teams attention to detail and communication for the sale of my relinquished property and the purchase of my replacement property while doing the 1031 exchange was seamless. I realize this may not always be the case but for my 1st exchange, I could not have been more fortunate. Much like the title company, who was also familiar with Dave’s company, I could not have been more pleased with their proficiency, effectiveness in executing tasks, communication and overall performance that made my sale (relinquished property) and purchase (replacement) a success. Dave made himself available for a consultation that allowed me to ask questions about the process. Having walked away with just a little knowledge I did some research and would email Dave who always promptly answered. And this wasn’t just before the exchange started, it was throughout when the contract for sale of the relinquished property began to the very end when I had the replacement property under contract. Doing my 1st 1031 exchange I think it’s a lot of moving parts to consider and I am grateful this exchange company definitely knew the business. I would highly recommend ”The 1031 Investor”. They made this entire process very easy to navigate. The reminder emails were helpful detailing the next steps and the reminder of the 45-day identification list that needed to be submitted to Dave. Happenstance would have it that I closed on 7/25/2024 for the sale of the relinquished property and 8/26/2024 for the purchase of my replacement property.
reviewer image
5.0 stars
|
10 months ago
Reviewed by Dan Frey
The 1031 Investor, in particular, Dave Foster and his time are top notch! I have completed several 1031 exchanges over the years and Dave and his team are by far the best. They make themselves available to assist and answer all of my questions. Dave is extremely knowledgeable and willing to share his wealth of experience. I would not use anyone else!
reviewer image
5.0 stars
|
a year ago
Reviewed by Jon Morris
I sold one property and bought 3 others. They were very quick to respond to questions, process wire request and instruct the closing attorneys on what was needed. When I had to back out of one purchase contract, they were quick to get my earnest money refund back into my 1031 account and ready for the next transaction. I look forward to using them again for my next investment property.
reviewer image
5.0 stars
|
a year ago
Reviewed by Todd Francesconi
Dave is a great and generous person. Took the time to help me form a strategy and validate many unsure feelings I had with what my first steps might be given my personal situation as a newbie. When I’m ready for 1031 this will be the guy I call for sure. Thank you so much Dave!!
reviewer image
5.0 stars
|
a year ago
Reviewed by Charlie Cameron
Dave and team have completed two 1031s for me and they did so with extreme professionalism. Not only that but leading up to the events and EVEN SINCE THEN they have been nothing but incredibly helpful and continue to advise me for future 1031 plans. Could not have done it without their help! 20/10 would highly recommend!
reviewer image
5.0 stars
|
a year ago
Reviewed by Daniel Armitage
Dave and his team handled our transaction with ease. The gave us the guidance needed throughout the entire process and made everything seamless and simple. I highly recommend then for your 1031 needs!
reviewer image
5.0 stars
|
2 years ago
Reviewed by C C
Dave and team were super knowledgable and helpful throughout the 1031 exchange process. I felt like Dave and his team were friends and mentors that had my best interest in mind as they helped advised me through the process. Very competitive rates compared to other QIs I looked into but worth more than the cost even if they weren't as competitively priced. Would highly recommend using The 1031 Investor!
reviewer image
5.0 stars
|
3 years ago
Reviewed by Eric Helena
I loved working with Dave as a new client! He was very responsive, informative, knowledgable, and overall such a big help! He made my 1031 so easy! I can't say enough good things about Dave and the team.
reviewer image
5.0 stars
|
4 months ago
Reviewed by D B
There were several references from the Bigger Pockets forum that I belong to who all spoke highly of Dave and his company, The 1031 Investor. Extremely well organized, efficient and without a doubt; Dave has a great team and got me to the right person throughout the process. His teams attention to detail and communication for the sale of my relinquished property and the purchase of my replacement property while doing the 1031 exchange was seamless. I realize this may not always be the case but for my 1st exchange, I could not have been more fortunate. Much like the title company, who was also familiar with Dave’s company, I could not have been more pleased with their proficiency, effectiveness in executing tasks, communication and overall performance that made my sale (relinquished property) and purchase (replacement) a success. Dave made himself available for a consultation that allowed me to ask questions about the process. Having walked away with just a little knowledge I did some research and would email Dave who always promptly answered. And this wasn’t just before the exchange started, it was throughout when the contract for sale of the relinquished property began to the very end when I had the replacement property under contract. Doing my 1st 1031 exchange I think it’s a lot of moving parts to consider and I am grateful this exchange company definitely knew the business. I would highly recommend ”The 1031 Investor”. They made this entire process very easy to navigate. The reminder emails were helpful detailing the next steps and the reminder of the 45-day identification list that needed to be submitted to Dave. Happenstance would have it that I closed on 7/25/2024 for the sale of the relinquished property and 8/26/2024 for the purchase of my replacement property.
reviewer image
5.0 stars
|
10 months ago
Reviewed by Dan Frey
The 1031 Investor, in particular, Dave Foster and his time are top notch! I have completed several 1031 exchanges over the years and Dave and his team are by far the best. They make themselves available to assist and answer all of my questions. Dave is extremely knowledgeable and willing to share his wealth of experience. I would not use anyone else!
reviewer image
5.0 stars
|
a year ago
Reviewed by Jon Morris
I sold one property and bought 3 others. They were very quick to respond to questions, process wire request and instruct the closing attorneys on what was needed. When I had to back out of one purchase contract, they were quick to get my earnest money refund back into my 1031 account and ready for the next transaction. I look forward to using them again for my next investment property.
reviewer image
5.0 stars
|
a year ago
Reviewed by Todd Francesconi
Dave is a great and generous person. Took the time to help me form a strategy and validate many unsure feelings I had with what my first steps might be given my personal situation as a newbie. When I’m ready for 1031 this will be the guy I call for sure. Thank you so much Dave!!
reviewer image
5.0 stars
|
a year ago
Reviewed by Charlie Cameron
Dave and team have completed two 1031s for me and they did so with extreme professionalism. Not only that but leading up to the events and EVEN SINCE THEN they have been nothing but incredibly helpful and continue to advise me for future 1031 plans. Could not have done it without their help! 20/10 would highly recommend!
reviewer image
5.0 stars
|
a year ago
Reviewed by Daniel Armitage
Dave and his team handled our transaction with ease. The gave us the guidance needed throughout the entire process and made everything seamless and simple. I highly recommend then for your 1031 needs!
reviewer image
5.0 stars
|
2 years ago
Reviewed by C C
Dave and team were super knowledgable and helpful throughout the 1031 exchange process. I felt like Dave and his team were friends and mentors that had my best interest in mind as they helped advised me through the process. Very competitive rates compared to other QIs I looked into but worth more than the cost even if they weren't as competitively priced. Would highly recommend using The 1031 Investor!
reviewer image
5.0 stars
|
3 years ago
Reviewed by Eric Helena
I loved working with Dave as a new client! He was very responsive, informative, knowledgable, and overall such a big help! He made my 1031 so easy! I can't say enough good things about Dave and the team.

Our Team


Dave Foster
Professional Services
Pro Member