About Precision 1031
Precision Exchange, Inc. is a qualified intermediary for 1031 exchanges, and it works under the name Precision 1031. In a 1031 exchange, an investor defers capital gains tax by swapping a property for like-kind property. A qualified intermediary holds the sale proceeds between the sale and the purchase. Precision runs forward, reverse, improvement and multi-asset exchanges. It also offers qualified escrow accounts, paperwork and deadline tracking. It handles exchanges in any state and works with clients' CPAs, attorneys, brokers and title officers.
Each client's proceeds sit in an account set up for that exchange, at a large U.S. commercial bank with about $280 billion in assets. Every disbursement needs two authorized approvals, and wire instructions are verified by phone. Precision carries fidelity bond, errors and omissions, and cyber coverage above state minimums. Fees are flat and disclosed in writing before an exchange begins. Everyone on the team holds stock options. Joel Arberman is the chief executive officer. The firm is based in Lake Worth Beach, Florida.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Not yet | Oct 23, 2026 | $0of $500K target | 0 | — | EquityRule 506(b), 4a5 | Form D ↗ |
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Why Investors Backed Precision 1031
Precision Exchange, Inc. is a nationwide qualified intermediary for 1031 exchanges, operating as Precision 1031. It holds sale proceeds for real estate investors while they move from one property to another. Joel Arberman is the chief executive officer. The firm's pitch is that it handles client money under bank-style controls.
The problem it targets
Precision's case is that clients rarely ask where their exchange money sits. It points out that investors hand intermediaries billions of dollars a year, often to a firm found the week before closing. No federal regulator oversees the industry, and only about nine states regulate exchange facilitators, Precision notes. It cites the November 2008 bankruptcy of LandAmerica Exchange Services, which held about $450 million of client exchange money. Clients whose funds sat in pooled accounts recovered about 40 cents on the dollar.
What the product does
An investor in a 1031 exchange cannot touch the sale cash, so a qualified intermediary holds it. Precision opens each exchange before the sale closes. It prepares the exchange agreement and assignment, works with the title or escrow officer, and receives proceeds into a segregated account. It calendars the 45-day identification and 180-day closing dates and sends reminders to clients and their advisors. It wires funds to closing and sends a full accounting at the end. The person who opens an exchange never releases its funds.
Progress so far
Precision publishes a blog with guides on 1031 deadlines, identification rules and fund safety, with posts dated September 3, 2026. The site offers deadline calculators and a free fillable 45-day identification form. Career pages list openings for account executives and exchange coordinators. Its founders have worked three decades in capital markets and built three decades of real estate relationships.
We wrote this summary from public statements by Precision 1031 and its investors. It is not investment advice.
Leadership Team
Executive officers and directors listed on Precision 1031's Form D filed Oct 23, 2026.