Your Trusted 1031 Exchange Partner

Precision Holdings, Inc. is a nationwide 1031 qualified intermediary helping real estate investors defer capital gains and reinvest with confidence.

1K+

1031 exchanges completed by our team for investors nationwide!

About Us

Expert 1031 exchange guidance rooted in compliance, precision, and trust.

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We believe a 1031 exchange should feel steady, understandable, and fully secure. Our process begins with listening carefully: understanding your investment goals, timeline, and the properties involved in your exchange. This grounding allows us to offer guidance that keeps your exchange compliant and on schedule.

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Our approach is shaped by years of facilitating exchanges for individual investors, families, and businesses across every property type. Whether you are completing a forward exchange, a reverse exchange, or an improvement exchange, we provide clear guidance and secure handling of your proceeds at every step.

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At Precision Holdings, Inc., we value long-term relationships built on honesty and transparency. We communicate clearly, act decisively, and remain committed to helping your exchange close successfully within the IRS deadlines.

Exchange Services

Straightforward exchange services that protect your gains and put you at ease.

Forward 1031 Exchanges

Sell your relinquished property first, then identify and close on your replacement property within the IRS timeline.

Reverse 1031 Exchanges

Acquire your replacement property before selling the relinquished one, structured to stay fully compliant.

Improvement Exchanges

Use exchange funds to build or improve your replacement property before the exchange closes.

Qualified Escrow Accounts

Your exchange proceeds held securely and independently until your replacement property closes.

Multi-Asset Exchanges

Structure exchanges across multiple relinquished or replacement properties with precision.

1031 Strategy Consulting

Plan ahead with confidence: timelines, replacement identification, and tax deferral strategy.

Compliance & Documentation

Exchange agreements, assignments, and IRS-required documentation, prepared correctly the first time.

Advisor Coordination

We coordinate directly with your CPA, attorney, and agent to keep your exchange on track.

Why Choose Us

Have questions about your exchange timeline?

Nationwide Expertise

We facilitate exchanges for investors across the country, with the same attention to detail on every transaction, regardless of state or property type.

Full Compliance

We explain IRS rules and deadlines in plain language, so you always understand your options without confusion.

Secure Funds Handling

Your exchange proceeds are held in secure, segregated qualified escrow accounts until your replacement property closes.

Process

Simple, compliant, and on schedule

Starting a 1031 exchange should be clear and uncomplicated. Here's exactly what to expect when you get started.

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With Lila Shevchenko,
Client Support & Exchange Coordinator

Tell us about your sale

Share the basics of your relinquished property and timeline. A short call or form is all it takes, and we'll guide you from there.

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Open your exchange account

We open your qualified escrow account and prepare the exchange agreement so your sale proceeds are protected from day one.

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Identify and close

You identify your replacement property within 45 days and close within 180. We handle the paperwork and keep you informed at every stage.

Testimonials

Real investors, real results.

“I was worried about missing the 45-day identification deadline, but the team kept me on track and explained every step clearly. My funds were handled securely and the exchange closed without a hitch.”

— Elena M., Real Estate Investor

Specialties:

Forward & Reverse Exchange Structuring

Regulatory & Compliance Insights

Replacement Property Identification

Professional accreditations:

J.D., University of Michigan Law School

Certified Exchange Specialist (CES)

Member, Federation of Exchange Accommodators

Professional accreditations:

J.D., Boston University School of Law

Certified Exchange Specialist (CES)

Member, Federation of Exchange Accommodators

Specialties:

Exchange Agreements & Documentation

Escrow Compliance Review

Advisor Coordination

Professional accreditations:

M.B.A., University of Texas at Austin

Certified Exchange Specialist (CES)

Member, Federation of Exchange Accommodators

Specialties:

Reverse Exchange Structuring

Improvement Exchange Planning

Multi-Asset Coordination

Specialties:

Exchange Case Management & Client Support

Document Preparation & Tracking

Deadline Scheduling & Coordination

Lila Shevchenko

Associate • Exchange Escrow Management

Daniel manages exchange escrow accounts with precision and care. He ensures every dollar of your proceeds is tracked, secured, and released in full compliance with IRS requirements.

Exchange Coordinator • Client Support

Lila is the steady point of contact for investors throughout their exchange. Known for her organization, warmth, and attention to detail, she ensures every deadline and document moves forward smoothly.

Specialties:

Qualified Escrow Management

Funds Compliance Tracking

Closing Coordination

Professional accreditations:

B.S. in Finance, University of Florida

Certified Exchange Specialist (CES)

Member, Federation of Exchange Accommodators

Professional accreditations:

A.S. in Business Administration, Miami Dade College

Certified Exchange Specialist (CES) Candidate

Member, Federation of Exchange Accommodators

Daniel Price

Our team

Meet the team behind Precision Holdings, Inc.

Allie Nagvanshi

Chief Operating Officer

Allie Nagvanshi is an accomplished Executive Vice President and operations leader with more than 25 years of experience in complex, time-sensitive financial real estate workflows. She specializes in 1031 exchange execution, operational excellence, and stakeholder management, with a leadership approach grounded in integrity, transparency, and disciplined process. Allie has held senior management and regional leadership roles across multiple geographies and is also a trained leadership and executive coach. She is passionate about building high-performing teams and delivering trusted client experiences through exceptional service, technology, and execution.

Paul Bergman

President

Paul Bergman is a highly accomplished real estate executive with more than 30 years of experience across luxury residential and commercial real estate. Based in Palm Beach, he has built a distinguished career spanning major international markets, including South Africa, London, New York, Los Angeles, and South Florida. Paul specializes in complex transactions, luxury properties, commercial real estate, and development opportunities. Known for his extensive market knowledge, strategic approach, and commitment to client service, he has consistently built his business through relationships, referrals, and successful transactions.

Joel Arberman

Chief Executive Officer

Joel Arberman is an entrepreneur and CEO with more than three decades of experience building companies, executing strategic transactions, and creating shareholder value. He has founded and led multiple businesses, taking companies from concept through growth, acquisitions, financings, and public markets. His experience spans investment banking, asset management, corporate strategy, mergers and acquisitions, and capital markets. Joel brings a CEO’s perspective to identifying opportunities, structuring transactions, and aligning strategy with execution, with a particular focus on creating significant long-term value for companies, shareholders, and strategic partners.

Resources

1031 exchange insights

October 12, 2025 • 6 min read

The 45 and 180 Day Rules: What Every Investor Needs to Know

A practical guide to the identification and closing deadlines that govern every 1031 exchange, and how to avoid missing them.

November 3, 2025 • 7 min read

Forward vs. Reverse Exchanges: Which One Fits Your Deal?

Not every exchange follows the same order of operations. Here's how to decide whether a forward or reverse exchange structure fits your transaction.

December 1, 2025 • 4 min read

Choosing a Qualified Intermediary: What to Look For

From fund security to responsiveness, choosing a qualified intermediary is about more than price. Here's how to evaluate a QI before you commit.

December 3, 2025 • 6 min read

5 Costly Mistakes First-Time Exchangers Often Overlook

A 1031 exchange has strict rules, and small missteps can disqualify your deferral. This article covers the most common pitfalls investors overlook, from like-kind property mismatches to missed deadlines.