Asset Preservation, Inc.

Asset Preservation, Inc. Welcome to the official Asset Preservation page! We value your opinions. Please join our community and continue the dialogue. www.apiexchange.com

Thinking about completing a 1031 exchange with a family member or related entity? Proceed with caution.Related-party tra...
06/04/2026

Thinking about completing a 1031 exchange with a family member or related entity?
Proceed with caution.

Related-party transactions are significantly more complex than a standard 1031 exchange. While these exchanges can be permitted under certain circumstances, they are subject to strict IRS rules and heightened scrutiny. Holding period requirements, ownership structures, and transaction timing can all impact whether your exchange qualifies for tax-deferred treatment.

A simple mistake could jeopardize the exchange and trigger unexpected tax consequences. That's why it's critical to understand the rules and involve experienced professionals early in the process.

📞 Not sure how related-party rules may affect your exchange?
Call (800) 282-1031 to connect with an experienced exchange professional.

Please welcome Tracy Treger, Division Manager at API! 🎉Tracy brings over a decade of experience in §1031 exchange educat...
06/02/2026

Please welcome Tracy Treger, Division Manager at API! 🎉

Tracy brings over a decade of experience in §1031 exchange education and replacement property solutions, with deep expertise built through her work as a principal of a DST and TIC sponsor. She has developed strong relationships across the national real estate and advisory community, working closely with attorneys, accountants, wealth advisors, and real estate sponsors.

She began her career as a commercial lawyer, serving as a partner at two Chicago law firms and later as VP and Assistant General Counsel for a Prudential-owned industrial REIT. That legal background allows her to simplify complex §1031 regulations and guide clients with clarity and confidence.

A third-generation Chicagoan, Tracy will focus on the greater Chicago area and the Upper Midwest/Great Lakes region. She is the immediate past president of CREW Chicago and a recognized leader in commercial real estate.

Outside of work, Tracy is an NCAA championship synchronized swimmer, frequent speaker, and published author. She also serves in leadership roles with the ADL and enjoys flying trapeze and cheering on the Chicago Cubs and Blackhawks.

Let’s connect! 🤝
(312) 952-2774

05/29/2026

What would your walk-up song be?

Meet Erin Riley — Vice President & Counsel at API! 👋Erin plays an important role in helping our team deliver accurate, p...
05/29/2026

Meet Erin Riley — Vice President & Counsel at API! 👋

Erin plays an important role in helping our team deliver accurate, professional, and outstanding 1031 exchange service. Before joining API, she spent more than 15 years in private practice as a commercial real estate attorney, bringing extensive industry knowledge and experience to our clients and team.

Outside of work, Erin stays busy with her husband and two daughters, cheering at soccer games, track meets, gymnastics lessons, and Sacramento Republic matches. ⚽☀️ She’s also known around the office as a true swimming pool connoisseur!

What stands out most to Erin about API?
“I’m impressed every day by the level of expertise and diligence of everyone at API. Our team goes above and beyond to provide exceptional service in a way that is friendly and efficient.”

We’re grateful to have Erin’s leadership, expertise, and dedication helping guide our clients every day.

Say hi to Erin in the comments! 👋

Your relinquished property is more than just the property you’re selling; it’s the first step in preserving equity and b...
05/27/2026

Your relinquished property is more than just the property you’re selling; it’s the first step in preserving equity and building long-term investment potential through 1031 exchange.

At Asset Preservation, we help guide investors through every step of the process with experience and confidence.

Preparing to sell investment property?
Connect with API before closing to understand how a 1031 exchange may fit into your plans.
📞 (800) 282-1031

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country. Their ...
05/25/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country. Their courage and service will never be forgotten.

Our office will be closed May 25th in observance of Memorial Day and will reopen on May 26th during normal business hours. We look forward to connecting with you then!

A successful 1031 exchange involves more than just following federal guidelines. State-specific tax rules, reporting req...
05/21/2026

A successful 1031 exchange involves more than just following federal guidelines. State-specific tax rules, reporting requirements, and withholding regulations can also impact your exchange and overlooking them could lead to unexpected complications.

Taking the time to understand both federal and state compliance requirements can help protect your equity and help minimize avoidable issues throughout the exchange process.

Before starting an exchange, review both federal and state requirements with your Qualified Intermediary and appropriate tax and/or legal advisors to ensure your exchange is structured correctly from day one.

Have questions about your exchange?
📞 Call (800) 282-1031 to speak with an exchange expert today!

Here’s a hint.. it’s 1031 exchange related 👀
05/20/2026

Here’s a hint.. it’s 1031 exchange related 👀

Your referrals are a reflection of the professionals you trust. In a 1031 exchange, choosing the right Qualified Interme...
05/18/2026

Your referrals are a reflection of the professionals you trust. In a 1031 exchange, choosing the right Qualified Intermediary means protecting more than just your client’s equity. It means protecting your reputation, too.

A trusted QI can help ensure the exchange process stays compliant, critical timelines are met, and your client’s transaction is handled with care from start to finish. The right partner makes all the difference.

Ready to learn how Asset Preservation can support your next exchange?
Contact us today! 📞 (800) 282-1031

Please welcome Avery Bibbs, Northern California Division Manager at Asset Preservation! 🎉 With more than a decade of exp...
05/14/2026

Please welcome Avery Bibbs, Northern California Division Manager at Asset Preservation! 🎉

With more than a decade of experience in the qualified intermediary industry, Avery brings extensive knowledge of IRC Section 1031 tax-deferred exchanges and a strong commitment to helping investors, attorneys, brokers, agents, and financial advisors navigate exchange transactions with confidence.

Based in Elk Grove, California, Avery is passionate about education, relationship-building, and providing practical guidance to clients and referral partners throughout Northern California and beyond.

A former collegiate athlete with the Morgan State University basketball program, Avery brings discipline, leadership, and a team-first mindset to everything he does. He is active in the local music community as a vocalist for the R&B cover band LSB.

Let’s connect!
📞 (415) 279 0255

Address

1420 Rocky Ridge Drive Ste 380
Roseville, CA
95661

Telephone

+18002821031

Website

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