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Representatives


Anthony Alosi

Senior Vice President

Regional Manager

Direct: 949-885-2436

Toll Free: 877-317-1031

Fax: 866-757-4996

aalosi@firstam.com

 

Lisa Villarreal

Business Development Manager

Cell: 408-470-9417

lvillarreal@firstam.com

Claudia Solis

Senior Exchange Officer

Direct: 408-579-8385

Toll Free: 800-833-4343

cpsolis@firstam.com

Patricia Miller

Senior Exchange Officer

Direct: 408-451-7872

Toll Free: 800-833-4343

pmiller@firstam.com

 

Ann Yap

Senior Exchange Officer

Reverse & Improvement Exchange Department

Direct: 408-487-5015

Toll Free: 800-833-4343

eFax: 877-752-1187

annyap@firstam.com

Ken Harris

Reverse Exchange Manager

Cell: 818-307-0085

Fax: 866-305-6388

kaharris@firstam.com

Sara Koivu

Regional Manager

Direct: 612-305-2023

Toll Free: 888-625-1031

Toll Free Fax: 888-380-6997

skoivu@firstam.com

William P. Lopriore, Jr.

Regional Manager and Counsel

Direct: 508-433-6731

Cell: 617-631-2539 

wlopriore@firstam.com

Marie M. Growden, CES®

Certified Exchange Specialist®

Exchange Manager

Senior Exchange Officer

Direct: 504-539-5920 

mgrowden@firstam.com

Mitch Meininger

Senior Exchange Officer

Direct: 720-630-3647

mmeininger@firstam.com

John King, Esq.

Vice President/Eastern Regional Manager

Cell: 904-671-4419

johnking@firstam.com

Paul Holloway

Senior Exchange Officer

Direct: 720-297-9983

pholloway@firstam.com

Lisa Jackson

Vice President/Business Development Manager

Cell: 415 244-1339

lisajackson@firstam.com

Jeannie Burke, Esq.

Business Development Manager

Mobile: 312-550-5141

jburke@firstam.com

Sydney Phan, CES®

Certified Exchange Officer®

Senior Exchange Officer

Direct: 949-885-2487

Office: 949-885-2440

Fax: 866-757-4990

sphan@firstam.com

Una Kim, CES®

Certified Exchange Specialist®

Senior Exchange Officer

Direct: 949-885-2438

Toll free: 877-317-1031

Fax: 866-757-4990

ukim@firstam.com

Robert Benavente

Senior Exchange Officer

Direct: 949-885-2439

Toll free: 877-317-1031

Fax: 866-757-4996

rbenavente@firstam.com

Kirsten Mack

Exchange Assistant

Direct: 949-885-2491

Toll free: 877-317-1031

kmack@firstam.com

Anthony Alosi

Senior Vice President

Regional Manager

Direct: 949-885-2436

Toll Free: 877-317-1031

Fax: 866-757-4996

aalosi@firstam.com

Trish Mack

Business Development Manager

Direct: 727-494-5186

tmack@firstam.com

Colleen Pham

Senior Exchange Officer

Toll Free: 800-833-4343

Direct: 408-451-7861

E-Fax: 877-752-1187

copham@firstam.com

Joy Thomas Eifrid, Esq.

Business Development Manager

Mobile: 216-346-1749

joythomas@firstam.com


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Steve Chacon, CPA CES®

Vice President, Mountain Region

CPA / Certified Exchange Specialist®

Direct: 303-876-1161

schacon@firstam.com

Chantelle Trevethick

Senior Exchange Officer

Direct: 801-578-8882

Toll Free: 866-516-1031

ctrevethick@firstam.com

Jenny Anderson

Exchange Manager

Direct: 801-578-8839

Toll Free: 866-516-1031

jranderson@firstam.com

Angie Watson

Business Development Manager

Direct: 801-578-8897

Mobile: 385-270-3804

awatson@firstam.com

Heather D. Walker

Senior Exchange Officer

Direct: 408-451-7994

Toll Free: 800-833-4343

Toll Free Fax: 877-752-1187

hwalker@firstam.com

Janese Patterson

Exchange Manager

Senior Exchange Officer

Direct: 303-876-1128

japatterson@firstam.com

Danielle Leno

Exchange Officer

612-305-2049

dleno@firstam.com

Emily Erickson

Senior Exchange Assistant

888-625-1031

eerickson@firstam.com

Elizabeth Maddux, CES®

Certified Exchange Specialist®

Senior Exchange Officer

Direct: 504-539-5911

emaddux@firstam.com

Erica Rutherford, CES®

Certified Exchange Specialist®

Business Development Manager

Mobile: 702-672-3058

Office: 702-266-8985

erutherford@firstam.com


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Scott Davis

1031 Exchange Consultant

Direct: 949-881-7913

mscottdavis@firstam.com

 

Kelci Sinclair

Sr. Exchange Officer

503-748-1031

Toll Free: 844-414-1031

kfsinclair@firstam.com

Steffanie Whited, CES®

Sr. Exchange Officer

503-748-1031

Toll Free: 844-414-1031

swhited@firstam.com

Alex Bullock, J.D.

Exchange Manager, PNW Region

503-748-1031

Toll Free: 844-414-1031

abullock@firstam.com

Christopher Forrester

Exchange Officer

503-748-1031

Toll Free: 844-414-1031

cforrester@firstam.com

Jordan Chewning

South Texas

Regional Sales Manager

Cell: 405-541-9120

jchewning@firstam.com

Jordan Chewning

Regional Sales Manager

Cell: 405-541-9120

jchewning@firstam.com

Mia Sweeney

Business Development Manager

360-951-6378

miasweeney@firstam.com

Bob Goodson

Regional Sales Manager – Mountain Region  

801-231-5857

bgoodson@firstam.com

Terri Soucie

Terri Soucie

Senior Exchange Officer

Office: 303-876-1138

Cell: 720-846-2207

tsoucie@firstam.com

Lisa Howard

Exchange Officer

Direct: 612-305-2028

lihoward@firstam.com

Terri Hamburg

Exchange Officer

Direct: 216-416-4243

thamburg@firstam.com

Nadira Reed, CES®

Sr. Exchange Officer

Certified Exchange Specialist®

Direct: 801-578-8842

Office: 801-944-1031

Fax: 866-669-6096

nreed@firstam.com

Ted Breitenstein

Business Development Manager

720-357-3505

tbreitenstein@firstam.com

Miranda Byrd

Business Development Manager

Mobile: 615-744-9704

eFax: 714-824.4336

mibyrd@firstam.com

Anthony Alosi

Senior Vice President

Regional Manager

Office: 877-317-1031

aalosi@firstam.com

CENTRAL VALLEY - SOUTH

 

Cecilia Posada, CES®

Certified Exchange Specialist®

Senior Exchange Officer

Direct: 949-885-2437

cpinedo@firstam.com

Jasmine Dolan

Business Development Manager

623-262-9100

jdolan@firstam.com

Kristine Armentor

North Texas

Business Development Manager

Cell: 214-918-2987

karmentor@firstam.com

Michelle Mautz

Exchange Manager

800-337-1031

mmautz@firstam.com

Pages

Tax Relief for Disaster Victims Across the United States and its Territories

Capital Gains Tax: What it Is, Rates, and More

1031 Exchange of a Foreign Property: Rules and Considerations

Reverse 1031 Exchanges

Top Ways to Invest in Real Estate: What to Know

Rental Property Depreciation: What It Is and How to Calculate It

Drop and Swap - Dissolution of Partnerships Prior to Exchanging

What is a Qualified Intermediary in a 1031 Exchange?

A Guide to Boot in 1031 Exchanges

What is a Delayed 1031 Exchange and How Does it Work?

The Complete 1031 Exchange Guide

State Capital Gains Tax: An Overview

Estate Planning: Definition, Process, and More

What Happens When You Sell a 1031 Exchange Property

Can You Use a 1031 Exchange for Primary Residences?

What Is a Delaware Statutory Trust and How Does it Work?

What is a Simultaneous 1031 Exchange?

Short-Term Capital Gains Tax: What it is and Rates

What’s the Difference Between a Second Home and an Investment Property?

What is Adjusted Cost Basis and How Is It Calculated?

Depreciation Recapture: Defined and Explained

What Is Real Property?

1031 Exchange Rules: What to Know 

Capital Improvements and Section 1031

What Is Long-Term Capital Gains Tax and How Does it Work?

Exchanging With a Related Party - Rules and Considerations

Capitalizing on Sections 1031 and 721 for REIT Investments – With a Look at the Potential Pitfalls

Capital Gains Tax Calculator

Can You 1031 a Flip? Why Housing Flipping and 1031 Exchanges Typically Don’t Mix

1031 Improvement Exchanges: A Guide

The Benefits of a 1031 Exchange: What to Know

Is There a 1031 Exchange 5-Year Rule?

Optimizing the 2025 Residential Real Estate Market Through 1031 Exchanges

Exchanging Properties Held in Trust

Vesting and 1031 Exchanges - Same Taxpayer Rule

Assessed Value: Definition and Explanation

You Don’t Need to Be Sophisticated Investor to Use 1031 Exchanges for Property Swaps

Real Estate Partnerships and Section 1031 Exchanges

The Dark Side of AI: How to Protect Your Real Estate Investments

How Investors Can Use 1031 Exchanges as Portfolio Opportunities in Retail

A Failed Exchange May Have Tax Benefits

Deferring Gains from Depreciation Recapture in a 1031 Exchange

Personal Residence to Rental - The Super Tax Break

How Climate-Driven Challenges Are Reshaping 1031 Exchange and Insurance Strategies

Brochures

First American Exchange Reverse 1031 Team
(855) 328-1031

Reverse 1031 Exchanges - Video

Your Team of Certified Exchange Specialists®

1031 Back in the News with the Release of the FY 2023 Budget

Upcoming 1031 Exchange Webinar

Upcoming 1031 Exchange Webinar

1031 TV

Can this Cost be Paid through Closing? Allowable Exchange Expenses and Pitfalls to Avoid when Non-Exchange Expenses Arise

Harvesting Wealth: Navigating 1031 Exchanges of Agricultural Real Estate

Simple Rules for Determining Replacement Property Basis in a 1031 Exchange

Opportunity Zone Program vs. 1031 Exchanges

Exchanging Out of State - Special Considerations for Investors

Five Ways to Ruin Your 1031 Exchange

Safely Refinance a 1031 Property

Updates to the California Withholding Regulations – What you need to know

Top Ten 1031 Exchange Misconceptions

1031 Exchange Replacement Property Options

Financial Requirements in Structuring a Fully Deferred Exchange

IRS Issues Final Regulations Defining Real Property

American Families Plan & Impact on 1031 Exchanges

Real Estate Choice of Entity - Revisited

1031 Treatment for Conservation Easements

Record Keeping – What and How Long?

Deferring Tax on Mixed Use Properties: Utilizing IRC Sections 1031 and 121

Looking at Options for your Short-Term Rental?

CAN I EXCHANGE PROPERTY THAT WAS GIVEN TO ME?

Celebrating 100 Years of Like-Kind Exchanges

The Perfect Investment is Out There

Always Consider a 1031 Exchange When Selling Non-Owner Occupied Property

Calculating Immediate Tax Savings

Can Seller Carryback Notes Be Used in Tax-Deferred Exchanges?

Code Section §121 or §1031: Which should I use to exclude or defer gain when selling a single-family home?

Alternative and Multiple Properties - Tax-Deferred Exchanges for Apartment Buildings

Build-To-Suit Exchanges: Using Exchange Funds For Improvements On Your Replacement Property

Can I Exchange My Vacation Home?

Can Foreign Investors Do 1031 Exchanges?

1031 Glossary

When an Exchange Straddles Two Tax Years

Important Information to Know Before Filing Your Taxes

Starting an Exchange Late in the Year?

Can I Take Cash Out or Take on Less Debt with My Replacement Property?

Unexpected Benefits: Using 1031 Exchange Funds for Property Improvements

Renting vs. Selling: Making the Right Choice for Your Property

Attorneys As Closing Agents and Acting as Intermediary

1031 Exchange Tax Filing Requirements

California Withholding

The 1031 Exchange Identification Period

Tracking California Tax when Trading Out of State

UPREITS and 1031 EXCHANGES

What IRS Tax Forms Do I Need and Where Do I Get Them?

Exchange Date Calculator

1031 Exchange Identification Requirements - Whiteboard

Continuation of Partnerships and the Preservation of an Exchange - When a Partner Wants Out

Ask an Expert!

Home

Private Letter Ruling 200651030

Private Letter Ruling 200616005

Private Letter Ruling 200521002

Private Letter Ruling 200805012

Private Letter Ruling 200724007

Private Letter Ruling 20044002

Private Letter Ruling 200807005

Private Letter Ruling 200709036

Private Letter Ruling 200803003

Private Letter Ruling 201416006

Like-Kind Property Explained

Just the Basics: Tax-Deferred Exchanges Under I.R.C. § 1031

Identification Requirements; Answers to the Most Frequently Asked Questions

Private Letter Ruling 200718028

Seller Financing Strategies and 1031 Exchanges

The 1031 Exchange Qualified Use Requirement and Importance of Intent - Is Time a Factor?

One Exchange or Many?

IRS Information Letter 2009-0017

Rules for 1031 Exchanges

Which properties are Like-Kind? (You May Be Surprised!)

IRS Information Letter 2009-0060

Converting Investment Property to Your Primary Residence

1031 Exchanges and Mineral Rights

Installment Sale Essentials

1031 Exchange Frequently Asked Questions

1033 Exchanges - Deferring Gain on Property Lost Due to Condemnation, Casualty or Theft

How to Find Hidden Boot in a 1031 Exchange

Holding Period Requirements In A 1031 Exchange

Held for Investment or Held for Sale?

IRS Says §1031 Exchange Will Defer 3.8% Tax On Net Investment Income

Don’t Jeopardize Your 1031 Exchange

The Top Ten 1031 Exchange Terms You Need To Know

When and How to Report a 1031 Exchange to the IRS

Certain Capital Gains Now Exempt From Louisiana Income Tax

Copyright Notice

How The 1031 Exchange Works With Short Sales, Auctions And Foreclosures

Real Estate Choice of Entity: Should Your Property be in an LLC?

The Perils of No Estate Tax

Foreclosures and 1031 Exchanges

Getting The Most From Your Home Mortgage Interest Deduction

Learn About 1031 Exchanges

IRS Information Letter 2009-0041

Federal Forms and Publications

Tax Deferred Options for Lease Purchases

Nothing is Certain Except Death and Taxes

Identification Period

Like-Kind Requirements for 1031 Exchanges

Nine Steps to 1031 Success

Exchange By Partnership Fail

Who is Disqualified From Acting as a Qualified Intermediary?

The Basics

Exchanging Foreign Real Estate

Exchange Documentation and Procedures

Like-Kind Property

Tax Filing Requirements

IRS Information Letters

Federal Tax Rates

Calculators

Contact Us

Exchange Types

1031 Exchange Holding Period Requirement

Opportunity Zones as an Investment Option

Identification Rules

Starting Your 1031 Exchange is as Easy as 1,2,3

Private Letter Ruling 201048025

Private Letter Ruling 200842019

Private Letter Ruling 200921009

Private Letter Ruling 200829013

Private Letter Ruling 200649028

Private Letter Ruling 201030020

Revenue Procedure 2000-37

Private Letter Ruling 201220012

Private Letter Ruling 201027036

Private Letter Ruling 201216007

Private Letter Ruling 200820025

Private Letter Ruling 200812012

Private Letter Ruling 200901020

Private Letter Ruling 200820017

Protecting Your Money: How to Avoid Risk in Your 1031 Exchange

Private Letter Ruling 200829023

Private Letter Ruling 200901004

Private Letter Ruling 200810016

Private Letter Ruling 200908005

Private Letter Ruling 201024036

Receipt of Non-Like-Kind Property is Not Fatal to a Related Party Exchange

Private Letter Ruling 200912004

Private Letter Ruling 200919027

Real Estate & 1031 Exit Strategies

Private Letter Ruling 200813019

Private Letter Rulings

Private Letter Ruling 200909008

Private Letter Ruling 201302009

Proposed Tax Increases for Real Estate

Revenue Procedure 2010-14

Revenue Ruling 2004-86

Revenue Procedure 2002-22

Revenue Procedure 2003-39

Revenue Ruling 2003-56

The “(g)(6) Rules” – Restrictions on a Taxpayer’s Access to Funds During a 1031 Exchange

Revenue Procedure 2007-12

Revenue Ruling 2003-76

Revenue Procedure 2008-16

The Qualified Intermediary – a Crucial Player in your 1031 Exchange Transaction

Revenue Ruling 2002-83

Revenue Ruling 92-105

Tenancy-in-Common Revenue Procedure Issued by IRS

The 1031 Exchange Ripple Effect: Benefits Beyond Tax Deferral

Using the 1031 Exchange as a Tool for Portfolio Diversification

Revenue Procedure 2004-51

Revenue Procedure 2003-25

Real Estate, or Not? Beware of Personal Property Masquerading as Real Property

Revenue Ruling 2004-77

LLC Issues in 1031 Exchanges: Insights from Revenue Rulings 99-5 and 99-6

Vesting Title in a 1031 Exchange

5 Tips For a Smooth 1031 Exchange

Revenue Procedure 2000-46

Tax Efficient Ways to Exit Real Estate Holdings

Revenue Ruling 2002-75

Revenue Ruling 90-34

When Can I Get My Money Back?

1031 Exchange Services from an Industry Leader

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1031 Exchanges with Vacation and Second Homes - Video

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What is Like-Kind? - Video

1031 Exchange Short Course Video

Videos

IRS Issues Notice Granting Extensions to South Carolina 1031 Exchangors Affected by Hurricane Ian

IRS Issues Notice Granting Extensions to North Carolina 1031 Exchangors Affected by Hurricane Ian

Learn About 1031 Exchanges

Can I Use My Exchange Funds to Pay for Loan Fees and Development Costs?

Retirement Planning With a 1031 Exchange

Revenue Procedure 2002-69

Revenue Ruling 89-121

1031 Exchange Same Taxpayer Rule - Adding a Spouse

Special Rules for Vacation Homes

Cooperation Clause for 1031 Exchange

Revenue Procedures

Resource Library

Section 267(B)

Revenue Rulings

Seller Carryback

Learn About Real Estate Investing

Section 707(B)(1)

Vesting Title

Explore IRS Rulings and Cases

Learn About Capital Gains Tax

Related Parties

Explore Federal Forms and Publications

Watch 1031 Exchange Videos

Rulings and Cases

Have 1031 exchange questions? We have answers

Meet Your Colorado 1031 Exchange Team

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First American Exchange Company, LLC a Qualified Intermediary, is not a financial or real estate broker, agent or salesperson, and is precluded from giving financial, real estate, tax or legal advice. Consult with your financial, real estate, tax or legal advisor about your specific circumstances. First American Exchange Company, LLC makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions. First American, the eagle logo, and First American Exchange Company are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates.

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