Real Estate Exchange & Reverse Exchange Services

Santa Clara County

Xchange Solutions, Inc.

(800) 410-1031
(408) 377-6700

3031 Tisch Way
Suite 901
San Jose, CA 95128

Serving the Entire United States

www.xchangesolutions.com
Kevin@xchangesolutions.com
Kevin Hereford, President
Jonathan Baughman, VP of Operations
Joseph W. DiFu, Vice President

SERVICES
1031 Exchanges
Delayed
Improvement
Personal Property
Reverse
Simultaneous

HOURS
Mon – Fri: 8am – 5pm
By Appointment Seven Days per Week

EMPLOYEES
22


Workers Comp Insurance
Liability Insurance
Current Complaint File
Business Practices

CUSTOMER LOYALTY
Based on 100 random customer surveys made since October 2007 asking each customer: "Would you use this company again?"

RATING STATUS
We declare that Xchange Solutions, Inc. has passed all of the rating steps and has earned the Diamond Certified award, Certificate No. 1157.

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Survey Comments

Xchange Solutions, Inc. was established in 1996. Kevin Hereford’s goal was to provide the most professional and complete intermediary exchange service in the industry. The company that began with 5 employees has grown to a staff of 22 with over 50 years combined experience in 1031 exchanges, from simple to complex.

Mr. Hereford and his staff help clients throughout the Bay Area and the rest of the U.S. To defer capital gains taxes through 1031 exchanges. They’re fluent in all types of exchanges – delayed, reverse, simultaneous, personal property and improvement. They’ll thoroughly research and explain options to find the solution that meets your investment objectives, and will then work with the closing agent of your choice. Xchange Solutions facilitators have excellent knowledge of local, state and federal tax codes and undergo 20-plus hours of related education each year. Additionally, they teach over 100 professionally accredited classes about 1031 exchanges to real estate agents and accounts annually. Your CPA or Attorney can call your Xchange Solutions facilitator free for answers about your 1031 exchange. Visit their website at www.xchangesolutions.com to learn more about what they can do for you.

COMPANY PHILOSOPHY
“We do the competition one better by providing an unmatched level of personal service from a staff that has the most extensive knowledge in the business. We get involved with the people behind the transactions to educate them about the exchange process and ensure that it’s the best option for them. Every transaction is geared toward meeting each client’s specific financial goals.”

EXCERPTED SURVEY RESPONSES
“I expect them to provide the service that they promise. But they go beyond that to assist me. —David S.

“They were always available when I called or emailed them. They were very customer service oriented.” —Barry E.

See Survey Comments