IPX1031 (Investment Property Exchange Services) vs KBKG / CostSegregation.com
1031 Exchange & Cost Segregation Software · Verified 2026-08-22 · No paid placement
Qualified Intermediary for 1031 exchanges, largest in the industry
A natural first call for investors and sponsors needing a qualified intermediary for a 1031 exchange, given IPX1031's position as the largest QI in the industry — scale generally correlates with process maturity and bonding/insurance robustness, which matters given how much rides on QI solvency during the exchange period. As with any QI choice, confirm exchange-fund custody arrangements and insurance directly rather than assuming size alone guarantees safety; this is a services relationship, not a software evaluation.
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.
| IPX1031 (Investment Property 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
- IPX1031 (Investment Property 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 IPX1031 (Investment Property Exchange Services) and KBKG / CostSegregation.com publish pricing?
- IPX1031 (Investment Property Exchange Services): no public pricing — expect a sales process. KBKG / CostSegregation.com: no public pricing — expect a sales process.