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About

Exchange-X is a leading 1031 Exchange real estate investment firm for Delaware Statutory Trust (DST) properties. Exchange-X provides access to leading DST sponsors and dozens of active offerings. 

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Our Mission

To provide an all-in-one, comprehensive real estate investment website to easily search, review and identify institutional grade 1031 replacement properties.

20+ year track record

Our Vision

To revolutionize the 1031 exchange landscape by providing an alternative to modern day traditional investing and offer a solution that goes beyond. We continue to innovate and strive to be the gold standard in the Delaware Statutory Trust (DST) market space.

Our Clients Include

1031 Exchange Buyers

Real Estate Owner / Operators

High Net Worth Investors

Investment Groups

Corporations

Insurance Companies

Pension Plans

Endowments & Foundations

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"We pride ourselves on simplicity, transparency, reliability, and strong company ethics. Everything we do is guided by these principles which define our character and company culture."

- Peter Marzo, CEO & Founder

Peter J. Marzo

CEO & Founder

Prior to founding Exchange-X, Peter Marzo worked in the investment banking industry for over 15 years on Wall Street. During his tenure, he managed and advised in excess of $250 million of Initial Public Offerings (IPOs), Real Estate Investment Trusts (REITs) and corporate bonds. Peter has an extensive track record working with Fortune 500 companies such as Sony Corporation (NYSE:SNE), YUM! Brands Inc. (NYSE:YUM), DuPont de Nemours & Company (NYSE:DD), Timken (NYSE:TKR), Celgene (NYSE:CELG), Denny’s (NYSE:DENN) and AdCare Health Systems (NYSE:ADK).

Peter later went on to work with Marcus & Millichap, Inc. (NYSE:MMC), the industry’s largest real estate investment firm specializing in sales and financing. While affiliated with MMC, Peter and his team successfully underwritten and closed over $50 million in commercial real estate transactions.

Peter has a deep knowledge and understanding of the private equity real estate and finance markets followed by a true passion for asset & portfolio management.

Peter currently holds seven designations including his Florida Real Estate Broker, FINRA Series 7, FINRA Series 66, Life & Health Insurance and NICEP Certified Estate Planner (CEP). He is on the Long Island committee for St. Jude Children’s Hospital and supports the Wounded Warrior Project, American Breast Cancer Foundation, Leukemia & Lymphoma Society, ASPCA & The Humane Society. In his spare time, Peter enjoys exercising, cooking, and spending time with his family.

Connect with Peter
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Associations

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We Proudly Support

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St. Jude Children's Hospital logo
Wounded Warrior Project logo
American Breast Cancer Foundation logo

Schedule a call with Exchange-X

5-Star Google Rated

WE CAN'T WAIT TO ADD YOURS

Terra 1031Terra 1031
14:08 11 Apr 23
Peter takes his job of representing investors best interests before his own very seriously and most importantly for 1031 investors has a sense of urgency. Unlike most DST so-called experts, he actually has worked both in commercial real estate brokerage and securities investing. Highly recommend him as your tax deferred advocate! He is the best
Bob KaufmanBob Kaufman
17:50 06 Apr 23
My experience wasn't good, it was excellent. Peter knows his stuff! In addition, if unavailable, he returns calls usually within an hour or two. He explains, the pros and cons of the 1031 exchange and the DST options. Would strongly recommend him to anyone looking to roll over their capital gain into a 1031 DST to avoid paying all those federal and state cap gains taxes. Also, make sure you start early. Once you make that sale on your present property and have possession of those funds ..it's too late. Peter at Exchange-X can assist you.If you are contemplating a sale of a real estate asset with a substantial gain you must call Peter, else you will be shut out of an exchange!!
Buff WilliamsBuff Williams
19:59 31 Mar 23
Exchange - X is a premier real estate investment partner. Their service level during and after the transaction is second to none. I highly recommend them!
Janet JohnsonJanet Johnson
14:21 28 Mar 23
Peter and his team did a wonderful job guiding me through my 1031 exchange and showcasing suitable replacement properties. He was transparent with the pros and cons of every property we reviewed. The closing process was surprisingly simple. Thanks again.
Scott GrahamScott Graham
15:07 24 Mar 23
I've had the pleasure, indeed the honor, to come to know Peter. In pursuit of excellence, he continually improves himself and his knowledge as reflected in his extensive & difficult to achieve line-up of certifications & licenses. His talent and skill stack are hard to replicate. Peter is a high achiever with even higher goals, that I have no doubt he will achieve.His market knowledge, insight and vision have illuminated areas of investing and CRE that I had not explored. I thank him for that. I highly recommend and trust Peter. Don't miss an opportunity to connect with and work together with Peter. You will be happy you did.
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  • Past Testimonials do not guarantee future performance or success.
  • Testimonials may not be representative of the experience of other customers.

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Full Disclaimer Copyright 2024 Exchange-X, LLC. All rights reserved. The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the respective issuer, or any affiliate, or partner thereof (“Issuer”). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to the “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. For more information, read our Disclosures & Disclaimers and Terms of Service.  Securities offered through Metric Financial Member: FINRA, SIPC. Only available in states where Metric Financial is registered. Metric Financial is not affiliated with any other entities identified in this communication. For additional forms regarding Regulation Best Interest, Customer Relationship Summary, AML Disclosures, Privacy Policy and other important information, please visit Metric Financial. 

1031 Risk Disclosure:

  • There is no guarantee that any strategy will be successful or achieve investment objectives;
  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
  • Potential for foreclosure – All financed real estate investments have potential for foreclosure;
  • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits.
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