Tera at Safe Harbor Exchange helped us complete our 1031 exchange. She was excellent to work with throughout the entire process. She is extremely knowledgeable, friendly, and responsive. At a couple of points our exchange was challenging (falling out of escrow, a last minute request for the paperwork to be handled with urgency) and Tera was fantastic throughout it all. We had interviewed several intermediaries and I am so glad we went with Safe Harbor Exchange and Tera. read more

Tera was absolutely amazing. I learned more about 1031 exchanges and how the process works thru Tera then any class could offer. She very professional, prompt and her customer service supersedes more then you can imagine. Thank you Tera for a very smooth process. Anthony Delray Florida read more

Vanessa was great. Very helpful, courteous and responsive. I would recommend them when doing an exchange .

Tera was amazing to work with! She explained things thoroughly and really took the extra time to help us understand everything throughout our exchange process. She was very prompt and professional and always so easy to get a hold of. I would highly recommend working with her! read more

Safe Harbor did a great job om my 1031 Exchange. I worked with Vanessa Contreras and she followed up and kept be informed throughout the process. Thank you. read more

Best company that I've worked with! Tera did an amazing job and stayed on top of my transactions. I would definitely recommend working with Tera. She was very professional and kept me aware of all of my time frames. I am very grateful for Tera! read more

As a CPA, I deal with a lot of other finance professionals. I am very impressed with Safe Harbor Exchange. The entire team at Safe Harbor Exchange is very professional and great to work with. Tera especially was very responsive to my need for info, even after the exchange transaction was completed. I felt like I received more service than the very reasonable fee charged. There is a lot of paperwork involved in a code section 1031 exchange. They took care of everything. I could not be more pleased with the entire process. I highly recommend them. Donald Ralls, CPA read more

Vanessa did multi properties 1031 exchange and 1031 DST. She is very professional and closed all in time. Thank you read more

I want to personally thank Tera for helping us with our 1031 exchange purchase. Our purchase was for an out of state property and the laws in that state created a few obstacles. I consulted with Tera and she provided an optionable solution and we were able to proceed with the purchase. During the process Tera communicated directly with the Title Company and Escrow Officer. Tera was extremely efficient and the transaction went smoothly. Thank You again Tera. read more

Safe Harbor Exchange has helped us with a few 1031 exchanges in the past years. I highly recommend them because of their professionalism and attention to details. They were always ready to answer all questions I had and help me through the process. I will use them again. read more

Tera Walker was very helpful and responsive. She was very professional every time I dealt with her. Excellent customer service.

They are a great company and I highly recommend them to do 1031 exchanges. They know what they are doing.

Had an absolutely amazing experience with Vanessa and team at Safe Harbor Exchange. They were ON TOP of everything, every day. I mean, within minutes I'd have responses in my email, or paperwork filed. I could call at anytime and someone would pick up and answer all of my questions. I can't emphasize enough how quick they were to execute documents etc. Highly recommend! read more

I am a Real Estate Broker and had been recommended to Safe Harbor by the Escrow Officer that I like and trust. I was shocked with several issues when I called Safe Harbor. Their 800 number is just out of order (that's a bad sign) and then when I was trying to call another number, their system wouldn't let me get to anyone. I literally just picked an extension at random and the woman who answered seemed pretty unmotivated to help me and pretty rude, to be honest. I immediately told her I would go elsewhere and she was honestly glad.....Apparently, they're pretty overwhelmed and don't want any more business. I called a GREAT exchange company that I used in the past and my client will be well taken care of there! read more

I do not recommend using Safeharbor for your exchange. Royce and the exchange company kept my remaining balance from my exchange which ended up not even happening and sent my money to the California Tax Board without even knowing my write offs for the year so if I end up getting any money back in taxes I have to wait a whole year now to know rather than let allowing me to reinvest in future endeavors. I will definitely be looking for a higher rated company next time I do a transaction. read more

I was a part-owner of my daughter's first house. I never even considered the tax implications (capital gains) when she sold her house to buy a bigger place. I was told late in the process that if I didn't use a 1031 exchange to process the funds that I would be facing a tax liability. I worked with Alicia at Safe Harbor. She was knowledgeable, professional, communicated with me at every step and when the day came to close on the new place, everything was in order and that part of the escrow went off without a hitch. I highly recommend Safe Harbor and Alicia Fisher in particular. If my daughter ends up moving again, I will definitely be using Safe Harbor again. read more

I highly recommend Safe Harbor Exchange for your 1031 exchanges. Everything went so smooth because they stayed in constant contact with every step of the way from the sale of one house to the purchase of another in another state. I made sure I paid their reasonable fee separately so as not to interfere with the 1031 regulations, as far as all the capital gains going to the other rental property. Vanessa Couzens, Sr.Exchange Coordinator, was very professional and knowledgeable of the 1031 procedures. I was very confident with this company and did not worry about the process. read more

Tera Walker was our Exchange Coordinator and made everything so smooth. She was also right on it with everything and as the perfect icing on the cake, she was very pleasant to deal with. We really didn't have to worry about one thing. In this crazy real estate market, that was just about the only person we didn't have to worry about! I was the Realtor as well as one of the sellers and one of the buyers, which adds an extra layer of complexity. Anyway, Tera was just great! read more

I chose Safe Harbor as the Qualified Intermediary(QI) for a recent 1031 exchange. You must employ an QI to not run afoul of the IRS. Being a neophyte with this part of the IRS tax code, Vanessa guided me through the process. The property exchange went smoothly. read more

It is rare to find someone in today's business world who is as competent, professional, and personable as Alicia Fisher at Safe Harbor Exchange. She proactively addresses every level of detail and communicates with you on every step of the process. She seamlessly handled every aspect of separate yet simultaneous sales and purchase transactions, ensuring that monies were received and disbursed properly, tax requirements were satisfied, and an accurate accounting was maintained. Alicia is a professional at the highest level, with expertise knowledge, yet expressing personal care and attention to her clients. She's very special! I'm about to start my third exchange transaction with her that will complete a total of eight properties she will have handled. So far, it's been nothing but a joy to watch every complex transaction go smoothly, on time, and without a glitch. Alicia Fisher at Safe Harbor Exchange has my very highest recommendation. She is fantastic! Dr. Tim Miller CPA read more

I currently represent a Seller in a Real Estate transaction whereas our buyer is using a 1031 exchange with Safe Harbor. We were supposed to have closed three days ago (Tuesday). I have several emails spanning over the last week from the Buyer's Agent whereas the officer from Safe Harbor was cc'd stating that we were closing early this week. On the date we were scheduled to close, we found out that the officer was out due to Covid. Safe Harbor's communication was sporadic without follow-up over a two- day period which was extremely frustrating for all parties. Today is Friday, I spent the morning trying to reach someone and finally got an assistant who did help me to get the file into funding (Tara, Thank you). When I called in at 1pm to confirm that the funding file had been released (escrow hadn't seen it yet), I was transferred from Tara to Alicia. Alicia proceeded to tell me that I was wrong about how this file transpired. She did share that the file was funded and when I asked what time it was funded, she hung up on me. I deal with Exchange companies often and having been a Realtor for 18 years, I have never dealt with such unprofessionalism from an Exchange company. 3 days can make or break a RE contract, so this is completely unacceptable. I understand Covid does make things a bit more chaotic, however, Safe Harbor has had 1.5 years to deal with Covid. There is absolutely no reason for a financial institution to fall apart like Safe Harbor did. read more

Extremely difficult to communicate with them. It seems they only like to email and not actually pick up the phone. Almost missed our closing of escrow with their delays in transferring our money. This is a tough real estate market and their lack of professionalism kills me. read more

I just made a call to ask some questions, not only did they answer all of my questions but answered them quick and professionally. I have used them in the past and will be working with them again in the future! read more

Try selling four properties to do an exchange into one. Safe Harbor worked it like a champ. On time, without a hitch, always available for questions. Just terrific! Thank you, Josh! read more