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About Capital Exchange Services

Capital Exchange Services (CES) is a national qualified intermediary specializing in the facilitation of tax-deferred exchanges.

 

 

About Us
 

We’ve been described as “a very professional, high service qualified intermediary.”

Our team has completed over 6,000 exchanges.

Our clients work with Ken O’Brien, Justin Swift, one of the firm’s partners and/or Bill Herenda throughout each phase of the exchange process, hence the “high service” description. We don’t over-commit & under deliver. We’re quick & responsive to the needs of our clients.

Independently owned and not affiliated with a title company, Capital Exchange Services has the safeguards in place to protect your funds. Of course, we have separate exchange accounts for each transaction, offer the option of dual signature accounts if our clients prefer plus funds are deposited in financial institutions bonded to the tune of $200 million. We carry errors & omissions insurance through Lloyds of London and are a member of the Federation of Exchange Accommodators (FEA), the only national trade organization for qualified intermediaries.

Our Sacramento office is actually within a Law Firm & CPA’s office - Hunter & Renfro. Therefore, we literally have tax & legal expertise when necessary. In addition, we have an office in Roseville, CA as well as Ken O’Brien’s office in Redondo Beach, CA.

Our fee structure is competitive with industry standards, e.g., $650 per delayed exchange plus we pay interest to the exchangor based upon exchange proceeds. Our reverse exchange fee is extremely competitive at $5000.
 
     
Our Team
   

Ken O’Brien
One of the founding partners of Capital Exchange Services, Ken O’Brien utilizes the same skills that proved so successful on the grid iron in the day to day operations of the business – integrity, industriousness and poise.

An alumnus of Jesuit High School in Carmichael, CA & UC Davis, Ken was selected by the New York Jets in the first round of the 1983 NFL draft - known as the “Quarterback Class of ‘83.” He was selected to the Pro Bowl in 1985 & 1991, lead the NFL in Passer Rating in 1985 & amassed over 25,000 passing yards throughout his 11 year NFL career. Ken was inducted into the College Football Hall of Fame in 1997.

Married with four children, O’Brien resides in southern California.

 

Bill Herenda
Bill Herenda is responsible for maintaining & developing client relationships with Capital Exchange Services. No stranger to leadership and winning teams, Bill was a key member of the 1988 University of Massachusetts Lowell NCAA Division II National Championship Basketball Team, which has subsequently been inducted into the New England Basketball Hall of Fame. Color analyst on the University of California, Davis radio network, he also contributes to The Rise Guys on Sports 1140 KHTK AM and The Sports Fanatics on KSAC AM 1240.

Active in the community, Bill is an alumnus of Leadership Sacramento and also serves on the Board of Trustees of Families First and The U.S. Fastball Association.

Married to the former Mary Ellen O’Brien, the Herendas have three daughters, Bridget, Clare and Devin and reside in Sacramento, CA.

 

Justin Swift
Justin Swift is responsible for the day to day operations including managing the team at Capital Exchange Services. Justin brings greater than ten years experience in the 1031 exchange business and has been recognized by the Federation of Exchange Accommodators (FEA) as a Certified Exchange Specialist®.

A native of Kansas City, KS and an alumnus of Kansas State University, Justin played tight end in the NFL for the Denver Broncos, San Francisco Forty Niners and Detroit Lions. Married with a daughter, the Swift's reside in the greater Sacramento area.

 

 

 
     
     
 
Toll Free 877-908-1031 or email us

Capital Exchange Services © 2005 | Member of the Federation of Exchange Accommodators