Insights

Strategic Growth Leverage their expanding regional leadership as Exchange Directors in multiple states to position a partner that enhances client reach and regional expertise for 1031 exchanges.

Executive Hiring Target their recent and ongoing director-level hires to offer complementary services or technology solutions that streamline exchange processes, client onboarding, and advisor collaboration.

Technology Stack Explore opportunities to integrate or upsell to their tech ecosystem (HubSpot Analytics, AWS, WordPress, Adobe, Shopify, Microsoft 365, OpenAI, Zendesk) to improve marketing automation, client experience, and data-driven advisory workflows.

Family of Companies Position solutions that align with Kensington Vanguard and TIH CRC affiliates to deliver scalable, compliant, and cross-brand qualified intermediary services for national clients.

Revenue Focus With a mid-market revenue range and a growing national footprint, there is potential to offer financing, tax-analytic tools, or consulting services that optimize 1031 tax-deferral strategies for real estate investors.

Similar companies to Legal 1031 Exchange Services, LLC

Legal 1031 Exchange Services, LLC Tech Stack

Legal 1031 Exchange Services, LLC uses 8 technology products and services including HubSpot Analytics, Amazon Web Services, WordPress, and more. Explore Legal 1031 Exchange Services, LLC's tech stack below.

Media & News

Legal 1031 Exchange Services, LLC's Email Address Formats

Legal 1031 Exchange Services, LLC uses at least 2 email formats:
Legal 1031 Exchange Services, LLC Email FormatsExamplePercentage
First@legal1031.comJohn@legal1031.com
77%
Last@legal1031.comDoe@legal1031.com
23%

Frequently Asked Questions

What is Legal 1031 Exchange Services, LLC's phone number?

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You can contact Legal 1031 Exchange Services, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legal 1031 Exchange Services, LLC's official website and social media links?

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Legal 1031 Exchange Services, LLC's official website is legal1031.com and has social profiles on LinkedIn.

How much revenue does Legal 1031 Exchange Services, LLC generate?

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As of October 2026, Legal 1031 Exchange Services, LLC's annual revenue is estimated to be $25M - $50M.

What is Legal 1031 Exchange Services, LLC's NAICS code?

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Legal 1031 Exchange Services, LLC's NAICS code is 531 - Real Estate.

How many employees does Legal 1031 Exchange Services, LLC have currently?

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As of October 2026, Legal 1031 Exchange Services, LLC has approximately 15 employees across 1 continents, including North America. Key team members include President: T. P., CPA, Certified Exchange Specialist®, Executive Vice President, Principal: M. S. and Exchange Director: R. L. Explore Legal 1031 Exchange Services, LLC's employee directory with LeadIQ.

What industry does Legal 1031 Exchange Services, LLC belong to?

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Legal 1031 Exchange Services, LLC operates in the Real Estate industry.

What technology does Legal 1031 Exchange Services, LLC use?

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Legal 1031 Exchange Services, LLC's tech stack includes HubSpot Analytics, Amazon Web Services, WordPress, Adobe Experience Cloud, Shopify, Microsoft 365, OpenAI and Zendesk Chat.

What is Legal 1031 Exchange Services, LLC's email format?

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Legal 1031 Exchange Services, LLC's email format typically follows the pattern of First@legal1031.com. Find more Legal 1031 Exchange Services, LLC email formats with LeadIQ.
Legal 1031 Exchange Services, LLC logo

Legal 1031 Exchange Services, LLC

Real EstateNew York, United States11-50 Employees

Legal 1031 Exchange Services, LLC operates in the real estate sector and provides national qualified intermediary services to facilitate IRC §1031 exchanges that defer capital gains on the sale of business or investment property. The company collaborates with clients and their advisors and employs Certified Exchange Specialists to support a tax-efficient exchange process. It functions as a division of Kensington Vanguard National Land Services and is part of the TIH / CRC family of companies, maintains a website at https://legal1031.com, and its corporate parents are described as a leading U.S. insurance brokerage group with an approximate market capitalization of 15.5 billion dollars. The organization is headquartered in New York City at 805 Third Avenue, 10th Floor, New York, NY 10022, United States, and has a workforce of 11 to 50 employees. The company has pursued regional leadership expansion, appointing exchange directors across various regions in 2024 through 2026, including appointments in the Northeast, Texas, New England, and South Carolina.

Section iconCompany Overview

Phone number
NAICS Code
531 - Real Estate
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Legal 1031 Exchange Services, LLC's revenue is estimated to be in the range of $25M - $50M

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