Since 1979, Downstream Exchange has helped real estate investors navigate 1031 exchanges with confidence, clarity, and care. As one of the longest-standing qualified intermediaries in the country, we’ve guided thousands of clients through every type of exchange—from straightforward sales to complex reverse and build-to-suit transactions.
What sets us apart is the depth and diversity of our team. With backgrounds in law, tax, and real estate, we provide a multidisciplinary perspective that few accommodators can match. This breadth of experience enables us to anticipate challenges, structure complex transactions effectively, and guide clients through the process with clarity and precision.
Our reputation is built on getting the details right and delivering a high level of service. Many of our clients return to us again and again, some for their 30th exchange, because they know we treat each transaction with the diligence it deserves.
Not all accommodators offer the same level of experience, security, or service. Here’s how Downstream Exchange stands apart:
01.
Bonded and Insured
We maintain both a fidelity bond and errors and omissions insurance to protect clients from fraud and mistakes.
02.
Qualified Tax Insight
Our team includes CPAs, a licensed real estate broker, a notary, and an attorney—while we don’t offer tax advice directly, we understand the rules and can spot issues others may miss.
03.
Decades of Stability
Founded in 1979, we’ve been supporting clients and standing behind our work for nearly 50 years.
04.
Proven Experience
We’ve completed thousands of delayed exchanges and hundreds of complex ones, including reverse, build-to-suit, and partnership breakups.
05.
This Is What We Do
Acting as a 1031 accommodator isn’t a side business, it’s our sole focus, supported by constant study of IRS regulations.
06.
Trusted by Professionals
Many clients come to us on the recommendation of attorneys, CPAs, brokers, or escrow officers.
07.
Industry Affiliations
We’re members of the Federation of Exchange Accommodators, as well as multiple legal, tax, and real estate associations.
08.
Respected Speakers
C. Anthony Phillips and Derek Phillips are regularly invited to speak to real estate and tax groups across California.
09.
Prepared In-House, Reviewed with Care
Every document is prepared at our office, reviewed by three professionals, and signed by a company officer.
10.
Credentials You Can Count On
While most states don’t license accommodators, we’re licensed in Nevada and hold multiple professional credentials in California.
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(626) 796-8222
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