Exeter 1031 Exchange Services vs KBKG / CostSegregation.com

1031 Exchange & Cost Segregation Software · Verified 2026-08-22 · No paid placement

National Qualified Intermediary for forward, reverse, and improvement 1031 exchanges

A solid choice for investors and sponsors executing forward, reverse, or improvement 1031 exchanges who want a national QI with broad structural experience beyond simple forward exchanges — reverse and improvement exchanges are meaningfully more complex and not every QI handles them well. As with any QI, the critical diligence isn't the website — it's confirming bonding, insurance, and qualified-escrow-account practices for exchange funds, since QI failures have caused real investor losses industry-wide.

Self-guided cost segregation software plus specialty tax services

Buyer: CPA firms and CRE owners running their own cost segregation studies who want software tooling plus access to specialty tax expertise -- 179D, R&D credits -- rather than a full big-four engagement. Strength: the hybrid software-plus-services model flexes to firms of varying sophistication, letting a smaller CPA shop punch above its weight. Caveat: "self-guided" means real work still falls on the owner or CPA, this isn't a black-box automation tool, and pricing isn't published so expect a sales conversation before you know the cost.

Exeter 1031 Exchange Services KBKG / CostSegregation.com
Pricing model Other Other
Public pricing Not published Not published
Asset classes All All
Built for
Integrations
Status notes None None
Last verified 2026-08-22 2026-08-22

Frequently asked questions

Exeter 1031 Exchange Services vs KBKG / CostSegregation.com: which is better for CRE?
Both are established 1031 exchange & cost segregation software options; the right choice depends on firm type, asset mix, and stack fit. The comparison table on this page sets out pricing model, asset-class coverage, integrations, and vendor status side by side — verified 2026-08-22, with no paid placement influencing either profile.
Do Exeter 1031 Exchange Services and KBKG / CostSegregation.com publish pricing?
Exeter 1031 Exchange Services: no public pricing — expect a sales process. KBKG / CostSegregation.com: no public pricing — expect a sales process.