Maryland 1031 Exchange Companies
A 1031 exchange is one of the most powerful tools available to real estate investors, allowing them to defer capital gains taxes by reinvesting proceeds from the sale of one investment property into another. But executing a successful exchange isn’t just about timing and paperwork—it requires a trusted, experienced Qualified Intermediary (QI) who can safeguard your funds, navigate the IRS’s strict rules, and ensure that your transaction remains fully compliant from start to finish.
To help you find the best fit for your needs, we’ve curated a list of the top 1031 exchange companies in Maryland. From firms known for their local expertise to those offering innovative tools and nationwide reach, these providers are trusted by investors across the state. Whether you’re completing your first exchange or you’re a seasoned investor, this guide will help you choose a reliable partner for your next transaction.
Ranking Critera
1. Responsiveness: We assess each Qualified Intermediary based on reviews of accessibility and availability of their advisors
2. Support: Intermediaries vary in their proactivity and coaching with respect to timelines and coaching. We prioritized intermediaries that seemingly steer investors throughout the exchange
3. Fees: We priortized intermediaries with transparent fee structures and modest pricing, and downgraded intermediaries who concealed junk fees such as rush fees or document preparation charges
4. Security: Intermediaries that leveraged secure information and document portals were prioritized
5. Continuity: We prioritized firms with long-standing locations or local branches
1. Bluelion 1031 Exchange
BlueLion continues to significantly expand market share in the Maryland 1031 exchange industry by providing cutting edge technology to expedite the 1031 exchange process, and by staffing an attorney on every transaction allowing for an industry leading success rate on exchanges.
A Maryland‑based, attorney‑led 1031 facilitator headquartered in Glen Burnie. With a legacy spanning 40 years in escrow services, BlueLion combines in‑house legal expertise with modern tech—offering e‑signature tools, a real‑time portal, fraud prevention, and weekend attorney support—handling millions in exchange volume.
BlueLion can be contacted at NHenault@bluelion1031.com or (410) 768-2300
2. Oliveri and Larsen
Providing 1031 exchange services as a supplement to a broader legal practice Oliveri and Larsen continues to support the region with bespoke exchange services. Based in Annapolis, this full‑service law firm offers tailored 1031 guidance—structuring, document prep, escrow/title handling, IRS compliance, and record‑keeping across all Maryland counties.
3. Qualified Intermediary, LLC (Catonsville)
Headquartered in Catonsville under F. Michael Grace, Esquire, this independent QI holds funds securely, prepares legal documents, and ensures full IRS compliance—emphasizing personalized, safe service for local investors
4. Liebman & Associates 1031, LLC
Led by attorney-intermediaries, Liebman & Associates has facilitated multimillion-dollar exchanges across the U.S. Their legal expertise gives them an edge in complex or high-value Maryland transactions
5. WealthBuilder 1031
Although regionally based, WealthBuilder serves Maryland clients with flat, escrow-protected fees, FDIC-insured accounts, and attorney oversight. They offer a straightforward, transparent approach to QI services
6. Asset Preservation, Inc.
A trusted national QI (a subsidiary of Stewart Title Co.), Asset Preservation manages thousands of exchanges annually. They’re well-regarded for their bonded escrow services and robust compliance protocols, making them a reliable choice statewide—including in Maryland
7. ReSure, LLC
Highlighted among Baltimore’s top QIs by RealEstateBees, ReSure offers secure escrow handling and streamlined documentation. Their dedicated focus on 1031 intermediation earns them consistent praise in the local investor community
8. Exeter 1031 Exchange Services
A national QI provider with strong regional operations, Exeter is regularly featured among Maryland’s leading exchange intermediaries. Their process-oriented structure and dedication to IRS compliance have garnered them favorable recognition
9. IPX‑1031 (Brian McNulty)
Part of the nation’s largest 1031 exchange network, IPX‑1031 supports Maryland clients with a seasoned QI team. Their nationwide platform and scalability benefit larger investment transactions
10. Cindy Pham
Part of the Asset Preservation team, Cindy Pham is noted for her efficiency and hands-on support throughout the exchange process—adding a personal touch to a large national QI provider