Whitney Brennan

IPX1031® has provided its clients with superior Qualified Intermediary services for over two decades. Each year IPX1031® assists thousands of clients and their tax advisors by providing proven exchange solutions that best achieve the client’s goals of enhancing their business portfolios and preserving equity. IPX1031® specializes in every type of exchange transaction and provides Qualified Intermediary services through its broad nationwide network of regional offices and its highly specialized exchange divisions, including the National Reverse and Improvement Exchange Division and the Multiple Asset Exchange Division. Our clients have direct access to a full-time staff of exchange professionals, one-third of whom are attorneys, who specialize in tax deferred exchange solutions. Our staff understands the specific issues and elements of each type of exchange and is prepared to assist you and your tax advisors in implementing the most appropriate exchange structure for your transaction.

Contact Whitney Brennan

Investment Property Exchange Services, Inc.
Vice President / Account Executive
10924 Harrison's Crossing Avenue
Charlotte, North Carolina  28277
Phone: (916) 806-1468
Toll Free: (877) 310-1031
Fax: (800) 913-1915


Service Area

Statewide service provider in:
  • North Carolina
  • South Carolina

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