A New Standard in 1031 Facilitation

Skip the sales person. Talk directly to a founder.

At Institutional 1031, the people who helped build the modern 1031 exchange industry are the same ones who answer your call. No queues. No junior associates. Just decades of expertise on the other end of the line.

35+ yrs
Leadership Experience
Dual-Sig
Segregated Accounts
All 50
States Serviced
Your call
answered by:
Bottenberg · Sedgwick · Hasler · Waal Founding principals — not associates
Speak With a Principal

Tell us about your exchange.

We respond within one business hour.
Or call 866-550-1031 directly.

The Difference

Most QIs are built for volume.
We're built for the people seeking secure facilitation, absolute funds security, and transactional visibility during the entire exchange process.

When your equity is on the line, the difference between a competent exchange and a costly one comes down to who's actually doing the work — and whether you can pick up the phone and reach them.

The Industry Standard
  • Routed to a national call queue
  • Junior coordinators run your file
  • Principals are unreachable to clients
  • Generic exchange documents
  • Limited handling of complex structures
At Institutional 1031
  • Direct line to founding leadership
  • Veteran facilitators handle every step
  • Principals stay in the deal from day one
  • Documents tailored to your transaction
  • Forward, reverse, and non-safe harbor expertise
Senior Leadership

Top industry experts.
On your call.

Our founders have spent careers — not years — facilitating tax-deferred exchanges. They've sat at the head of the largest QIs in the country, co-founded the industry's first national exchange platforms, and personally guided tens of thousands of transactions to close.

Thomas Bottenberg
Founder, Managing Director
In the 1031 industry since 1990. Co-founder of Nationwide Exchange Services. Former IPX1031 Northern California leadership. 40,000+ exchanges personally facilitated across a 35-year career.
Grant Sedgwick
Co-Founder, Properties
Deep expertise in institutional real estate and securitized investment alternatives. Brings a sophisticated property-side lens to every exchange we facilitate.
Robert Hasler
Co-Founder, Partnerships
Architect of our advisor and RIA relationships. Robert oversees how Institutional 1031 integrates into the ecosystems of broker-dealers, RIAs, and high-net-worth advisory firms.
David Waal
Strategic Advisor
Strategic counsel across legal, tax, and technology dimensions of complex 1031 structures. A trusted resource for our most sophisticated transactions.
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Collectively, we've successfully completed thousands of exchanges. We've already experienced every exchanging scenario for you — so when something unusual lands on your transaction, it isn't unusual to us.

Trusted by Advisors Who Know the Difference

Most of my clients utilize a Section 1031 exchange to diversify amongst a number of replacement property alternatives. The Institutional facilitation team always makes that process — which can sometimes get chaotic — a pleasure for everyone.

Ben Carmona Perch Wealth
Security & Funds Integrity

Your equity, kept exactly where it belongs. Not on our balance sheet.

We built our processing environment in direct response to what's gone wrong elsewhere in the industry — including the recent ransomware events that temporarily shut down two of the largest title-company-owned QIs.

Segregated Trust Accounts
Every exchanger receives a trust account in their own name and tax ID — completely separate from our operating capital. Your funds are never commingled.
Dual-Signature Disbursements
Every disbursement requires written approval from the exchanger. Funds don't move without you. Period.
Hardened Data Environment
Personal data, transactional logistics, and exchange funds are protected within a fully secured processing environment built for high-net-worth transactions.
Real-Time Transparency
Timely access to exchange documentation and every movement of your trust account. You see what we see — when we see it.
Forward, Reverse & Non-Safe Harbor
Full structural range. Whether it's a straightforward deferred exchange or a complex multi-party non-safe harbor transaction, we've already done it.
Built for Advisors & RIAs
We integrate cleanly into the workflow of Registered Investment Advisors, broker-dealers, and high-net-worth advisory firms. Your clients become our shared clients.
How It Works

Four steps.
Zero surprises.

A 1031 exchange has a non-negotiable timeline. We make every step of yours feel like the easiest part of the transaction.

01 / Consultation
A direct call with our team
We learn your relinquished property, your timing, your replacement options, and any structural complexity. No call queue. No intake form gauntlet.
02 / Documentation
Custom exchange documents
We prepare the Exchange Agreement, Assignment of Contract, and any non-safe harbor structuring required — tailored to your transaction, not pulled from a template.
03 / Facilitation
Your funds, segregated
A dual-signature trust account is opened in your name and tax ID. We coordinate closely with escrow, title, and your advisors throughout the 45 and 180 day windows.
04 / Completion
Replacement property funded
Disbursement to your replacement property closing with your written approval. Final documentation packaged for your CPA and your records.
Start the Conversation

Your exchange deserves
the people who do this best.

One call. A principal on the line. Honest answers about your timing, your structure, and what we'd do in your position.

Direct Line
866-550-1031
Or request a confidential consultation →
Founding Principal
Thomas Bottenberg
35+ years · 40,000+ exchanges
What to Expect
  • A response within one business hour
    During business hours, you'll hear from us fast.
  • A real conversation, not a pitch
    Our first call is consultative. If a 1031 isn't right for you, we'll tell you.
  • Confidentiality, by default
    Your transaction, your data, your timeline — handled with discretion.