About

Your trusted partner for 1031 exchanges, offering tailored solutions to help you achieve your financial goals.

Your Success Is Our Mission

At Strategic Property Exchanges, we are committed to helping property owners navigate the complexities of 1031 exchanges with clarity and confidence.


For over 30 years, we’ve assisted clients nationwide in preserving wealth, reinvesting in their futures, and deferring taxes through tailored exchange strategies.



What sets us apart is our personalized approach:

  • Client-Focused Solutions: Every property exchange is unique, and we create strategies to fit your goals.
  • Proven Expertise: Decades of experience in 1031 exchanges ensure a smooth process.
  • Dedication to Excellence: We go above and beyond to simplify your journey and maximize your returns.


We’re more than a service provider—we’re your partner in building a stronger financial future.

At Strategic Property Exchanges, Your Goals Are Our Focus

Our History

Strategic Property Exchanges was founded by Stephen L. Robison, J.D., LL.M., and Kathleen Robison with a mission to provide clients with trusted 1031 exchange services built on experience, integrity, and personalized care. With decades of tax and legal expertise, we’ve helped hundreds of investors defer capital gains taxes and preserve wealth through properly structured real estate exchanges.


Our Mission

To be the guiding light for property owners, ensuring every step of the exchange process is seamless and rewarding.


Our Vision

To empower individuals and businesses by providing innovative and accessible exchange solutions that foster financial growth.

Schedule a Free Consultation
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Based in Cincinnati, OH
Serving clients worldwide.

Strategic Property Exchanges proudly serves property owners across the globe, offering personalized guidance and unmatched expertise in 1031 exchanges and investment strategies.

Our Team of Experts

Steve Robison

Stephen L. Robison, J.D., LL.M.

Partner

Steve Robison is a Board Certified Specialist in Federal Taxation Law by the Ohio State Bar Association and is the only Tax Specialist who is a full-time practicing Qualified Intermediary. Steve has been a practicing tax attorney since 1986 and established the exchange business in 1990. Between 2003 and 2008, he was voted every year an Ohio Super Lawyer in Tax Law.

Katie Robison

Kathleen Robison

Partner

Katie Robison started working part time as the company’s bookkeeper from 2008-2012 and began full time in 2013 as an exchange coordinator. In 2014, she became a Senior Coordinator, and in 2015 she worked as an Exchange Strategist. Katie became Partner at Strategic Property Exchanges in 2016.

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Exchange Coordinators & Support Staff

When you work with Strategic Property Exchanges, you’re assigned a dedicated Exchange Coordinator who will guide you through the entire process, send timely reminders, and ensure your exchange is on track. Behind the scenes, our Support Staff follows strict internal protocols to safeguard your funds and support your success every step of the way.

Strategic was proud to be voted:


BEST 1031 EXCHANGE COMPANY FOR TAX AND BUSINESS PLANNING

By Investopedia 2021, 2022, AND 2023 CONSECUTIVELY

50+


Years of Combined Experience

$50M+


Assets Preserved for Clients

Exchange Cooperative Members

Our COOP is a professional collaboration of experienced exchange specialists and partners who work together to uphold best practices in the 1031 exchange industry. If you're interested in becoming a member of our COOP network, Contact us or fill out our interest form to learn more.

Become a COOP member
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ANNUNZIATA LAW FIRM

New Haven, CT

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BERRE SCHIRMANG SCHMID (PAUL SCHMID)

Cincinnati, OH

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CAPITAL REAL ESTATE PARTNERS, LLC

Cincinnati, OH

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FROST BROWN & TODD, LLC

Cincinnati, OH/Columbus, OH/West Chester, OH/Florence, KY /Lexington, KY/Louisville, KY/Indianapolis, IN /Charleston, SC/Nashville, TN

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GRELLE JUMP & COMPANY LLC (DONALD JUMP)

Cincinnati, OH /Batavia, OH

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KENYON LAW ASSOCIATES LLP (JOHN F. KENYON)

Wakefield, RI

jfkenyonlawfirm.com

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MARCUS & MILLICHAP (NICHOLAS ANDREWS)

Cincinnati, OH

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MCLAUGHLIN & QUINN, LLC

Providence, RI/Boston, MA

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MID-MARKET GROWTH PARTNERS (BRIAN ROSS)

Cincinnati, OH

assuredmedpay.com

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PAUL BILOTTA, CPA

Wellesley, MA

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Chemrick Capital Group LLC (Patrick Chemngorem)

Norwalk, CT

chemrick.com

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DALE DEWAARD CPA PC

Saginaw, MI

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DENNIS PIPER & ASSOC., P.C.

Pittsburgh, PA/Moon Twp, PA/Greensburg, PA/Cranberry Twp, PA/Washington, DC

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Duffy+Duffy Cost Segregation Services (CRAIG MILLER)

Westlake, OH/Columbus, OH/Novi, MI

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GRAYBILL, LANCHE & VINZANI, LLC (RYAN W. NEWTON)

Columbia, SC

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HARRIS CADDELL & SHANKS, P.C.

Decatur, AL

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LAWYERS COLLABORATIVE ASSOCIATES PC

Providence, RI

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MCBRAYER (THOMAS D. FLANIGAN, ESQ.)

Lexington, KY

mmlk.com

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MEREDITH HOBAN DUNN, CPA PC

Westwood, MA

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ORANGE FINANCIAL

Cincinnati, OH

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PERFORMANCE TITLE, INC.

Eaton, OH

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PETE DENUZIO

Cincinnati, OH

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RIESENBECK FINANCIAL GROUP INC (ROBERT RIESENBECK)

Cincinnati, OH

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SAYER REGAN & THAYER LLP (MARK M. THAYER)

Newport, RI

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SHERIDAN CPA

Chelmsford, MA

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STEPHEN TROIANO, CPA

Lexington, MA

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THOMAS M. WALKER, CPA, PC

New Haven, CT

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TOP CPA INC

Smithfield, RI

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VALENTI HANLEY & ROBINSON (KYLE GALLOWAY, ESQ.)

Louisville, KY

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WILLIAM BRUEGMANN, ATTORNEY AT LAW

Pleasant Hill, CA

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POLYMATH CONSULTING, GROUP (MATTHEW RAPPAPORT)

New Hyde Park, NY

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SANTEN & HUGHES (WILLIAM J. LISS)

Cincinnati, OH

santen-hughes.com

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SHELDON REDER CPAS, INC.

Cincinnati, OH

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SLEPKOW SLEPKOW & ASSOCIATES INC.

East Providence, RI

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SWEENEY REAL ESTATE & APPRAISALS

Providence, RI

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TIMOTHY D. FITZPATRICK, ATTORNEY AT LAW

Healdsburg, CA

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VALENTI, HANLEY & ROBINSON PLLC (KYLE GALLOWAY)

Cincinnati, OH

A Foundation Built on Core Values

At Strategic Property Exchanges, our work is guided by a commitment to:



  • Integrity: We provide transparent and honest service.
  • Excellence: Our team delivers results with precision and expertise.
  • Client Focus: Your needs are always our top priority.
  • Innovation: We stay ahead of the curve with the latest in 1031 exchange practices.

Start Your Journey with Us

Let us help you navigate your next exchange with confidence and ease.

Schedule a Free Consultation