Real Estate Investing
Made Simple
Introducing the Plenti Exchange!
Build wealth in real estate with the IRS 1031 Exchange Tax Break!
- 1031 Exchange Accommodator
- Personal Guidance
- 24/7 Service with Our Tech-Enabled Platform
Our attorney-trained mentors use our tech-enabled platform act as your personal consultants to facilitate an effortless exchange. Get the 1031 answers you need on demand, a trusted source of financing investments, and tech-enabled assistance when you need it most.
Real Estate Investing
Made Simple
Introducing the Plenti Exchange!
Build wealth in real estate with the IRS 1031 Exchange Tax Break!
- 1031 Exchange Accommodator
- Personal Guidance
- 24/7 Service with Our Tech-Enabled Platform
Our attorney-trained mentors use our tech-enabled platform act as your personal consultants to facilitate an effortless exchange. Get the 1031 answers you need on demand, a trusted source of financing investments, and tech-enabled assistance when you need it most.
Real Estate Investing
Made Simple
Introducing the Plenti ExchangeSM!
Plenti is a 1031 Accommodator to facilitate your 1031 Exchange Tax Break
- 1031 Exchange Accommodator
- Personal Guidance
- 24/7 Service with Our Tech-Enabled Platform
Our attorney-trained mentors use our tech-enabled platform to act as your personal consultants and facilitate an effortless exchange. Get the 1031 answers you need on demand, a trusted source to accommodate your 1031 exchange.
Plenti ExchangeSM and the Plenti Financial Marketplace
Clients of Plenti enjoy the Plenti Financial Marketplace- a complete solution of clear, accessible services for real estate investors. Designed to ease the exchange process, because it provides investors with the services and answers they need when buying, selling and exchanging real estate, the marketplace simplifies the exchange process:
- 1031 Exchange Accommodator
- Personal Guidance
- 24/7 Service with Our Tech-Enabled Platform:
- Mortgage
- Brokerage
- 1031 Specialized Investments
- Guaranteed Tax Saver Loan Services
Safe & secure
We have perfected our process for you, so it is secure and trustworthy compared to industry standards. We even have a patent-pending on it.
Experienced
With 40+ years of experience, we’ve gained the tools and knowledge to make sure that your sales profits will be yours to keep.
CONVENIENT
Plenti Financial is a clear one-stop experience for all real estate investors’ wants and needs. We have an accommodation plan for everyone.
1031 Exchanges

Be a smart investor
Don’t lose 30-40% of your profit to taxes. Take advantage of a 1031 Exchange! An IRS process allowing you to save money in taxes on the profits from your sale. We love an empowered and educated seller/investor, and we’ve gathered a set of tools and resources to help you do just that.
- Find out what a 1031 exchange is and see if you qualify for one
- Learn about the different types of exchanges
- Understand the timelines, fees, and steps to a successful 1031 exchange
Loans

Take cash out
As a real estate investor, you can avoid the high rates and high points of private loans, the lengthy approval processes, and the strict lending criteria with a debt service coverage ratio loan – which is a type of no-income loan. You can qualify for a loan based on your property’s cash flow, not your income!
- Find out if you qualify for a home loan without using your tax returns
- Get tax-free dollars out of your real estate with a cash-out refi loan
- Secure a debt service coverage ratio (DSCR) loan to help expand your investment portfolio
WHY CHOOSE PLENTI FINANCIAL?
Over the years, we have gained the tools and knowledge to make sure that your sales profits will be yours to keep, rather than losing them to taxes. The security protocols that we’ve put into place will ensure that your money will be safe in your exchange account. It’s simple and secure.
Learn from the experts
We have over 40+ years of experience in this field and have built relationships with thousands of real estate agents and escrow officers all over the country. Our team has become the preferred provider for some of the largest and well known real estate brands in the world.


I’ve been telling everyone I know about how great my first exchange experience was with you! I could not be more pleased at how everything was handled from the very beginning. Your support and professionalism are outstanding!
Gil S.
You saved my client over $14,000 in less than 1 hour! The prom1pt attention I received was unbelievable! There is no doubt your team knows exactly what you're doing!
Jim K.
I love working with your team! I always receive prompt attention & your staff accommodates all my needs. I've just opened my 10th exchange with you and wouldn't think of using anyone else. I would refer my friends and fellow investors to you, but they all already use you!
Judy G.
The first exchange company I used was nothing like you – they actually lost $20,000 for 3 days!!! They had it floating around somewhere and just had no idea where it went! With you, I never once doubted the security of my funds. Thank you for an absolutely stress-free exchange.
Tony D.
Thanks for the expert guidance you gave me, David. Your staff was great. Even giving you less than 24 hours notice to wire out my funds was no problem. There is no doubt that I will be opening my next exchange with you.
Gerald W.
Your creative solutions for my clients’ complex exchange transaction saved her from having to pay over $50,000 in capital gains taxes! Thank you for making a complicated situation simple.
Ben B.