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Meet Your 1031 Exchange Expert

Michelle started her career as a sales representative for Investment Property Exchange Services, Inc., a subsidiary of Fidelity Financial.  She later worked at City National Bank as a 1031 Exchange Officer in their Beverly Hills location for their Real Estate Group and most recently was a Vice President of Wells Fargo Exchange Services, Inc. in downtown Los Angeles before she resigned to raise her family.  While serving in the Qualified Intermediary capacity, Michelle gained the understanding of what is necessary for clients to accomplish a successful 1031 Tax-Deferred Exchange.  Her passion is helping clients fulfill the 1031 requirements from beginning to end.

Michelle works closely with real estate agents, commercial brokers, high-net-worth individuals and will not only educate 1031 investors on the process, but also make recommendations

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and or referrals to investment brokers and qualified intermediaries based on the individual clients needs. At 1031 Solutions Group we take due diligence very seriously and we strive to educate our clients on the various real estate options available.

At 1031 Solutions Group, we do not charge or take any fees from our clients or 1031 exchange investors. We only help advise, navigate the 1031 exchange process and suggest possible 1031 solutions. Having worked for over a decade at two of North America's leading diversified financial service companies, City National Bank (a subsidiary of Royal Bank of Canada) and Wells Fargo as well as one of the largest national exchange accommodators, we have been exposed to thousands of 1031 exchange situations and can help advise and navigate any situation.

We are completely independent and therefore have the clients best interests in mind when referring them to outside QI's/Accommodators, commercial brokers, real estate agents and investment brokers. Your success is our success. Finding ways to help achieve 1031 goals of our clients is more than a promise - it's what we do.

Ultimately, and as much as the client wants, we will work hand and hand with the client walking them through the timeline and all the various nuances of their exchange.  We communicate and coordinate with the clients QI, escrow agent and other various investment brokers or commercial real estate agents to help complete their exchange and fully satisfy all the 1031 requirements. 


They went above & beyond!

"1031 Solutions went above and beyond during this process.  There are so many moving parts to a successful 1031 exchange from closing escrow, to finding the right QI to being referred to the right broker that understood what I was looking to accomplish in terms of a passive investment and Michelle walked me thru every step of the way."

- John

Excellent communication!

"It was such a pleasant and hassle-free experience working with Michelle who not only listened to my needs and concerns, but also kept me aware of my timeline. She not only communicated to me every step of the way, but made sure my escrow agent and QI were in synch before closing."

- Kareen

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