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Marcia Macbeth

Exchange Assistant, Team Adam

Marcia Macbeth is a seasoned operations and client service professional with extensive expertise in real estate compliance, 1031 exchanges, and corporate administration. At her previous company, she supervised the management of investor files, fund flows, and acquisitions while ensuring full compliance with IRS 1031 tax-deferred regulations and state licensing requirements. She has created client satisfaction initiatives and authored company CRM training and process manuals—streamlining efficiency while elevating the client experience.


With a B.S. degree in Business and Public Administration and a licensed California real estate broker since 2007 her experience encompasses office management, transaction management, and operations consulting. Marcia has a proven track record of building systems that support regulatory compliance, accurate financial reporting, and organizational growth. Her background includes serving as Broker of Record and Operations Consultant for real estate and exchange firms, where she led contract and compliance oversight, as well as holding management roles at Prudential California Realty.


Marcia is recognized for her results-oriented mindset, ability to manage complex projects under tight deadlines, and commitment to providing exceptional service. She thrives on helping clients navigate the intricacies of real estate transactions with confidence and clarity.

415-603-2006

Marcia Macbeth

SCHEDULE A CONSULTATION

Corporate Headquarters
3515 Mt. Diablo Blvd, Suite #95
Lafayette, CA 94549
Tel: 877.471.1031
Fax: 877.480.1031

 

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WASHINGTON STATE LAW, RCW 19.310.040, REQUIRES AN EXCHANGE FACILITATOR TO EITHER MAINTAIN A FIDELITY BOND IN AN AMOUNT OF NOT LESS THAN ONE MILLION DOLLARS THAT PROTECTS CLIENTS AGAINST LOSSES CAUSED BY CRIMINAL ACTS OF THE EXCHANGE FACILITATOR, OR TO HOLD ALL CLIENT FUNDS IN A QUALIFIED ESCROW ACCOUNT OR QUALIFIED TRUST THAT REQUIRES YOUR CONSENT FOR WITHDRAWALS. ALL EXCHANGE FUNDS MUST BE DEPOSITED IN A SEPARATELY IDENTIFIED ACCOUNT USING YOUR TAXPAYER IDENTIFICATION NUMBER. YOU MUST RECEIVE WRITTEN NOTIFICATION OF HOW YOUR EXCHANGE FUNDS HAVE BEEN DEPOSITED. YOUR EXCHANGE FACILITATOR IS REQUIRED TO PROVIDE YOU WITH WRITTEN DIRECTIONS OF HOW TO INDEPENDENTLY VERIFY THE DEPOSIT OF THE EXCHANGE FUNDS. EXCHANGE FACILITATION SERVICES ARE NOT REGULATED BY ANY AGENCY OF THE STATE OF WASHINGTON OR OF THE UNITED STATES GOVERNMENT. IT IS YOUR RESPONSIBILITY TO DETERMINE THAT YOUR EXCHANGE FUNDS WILL BE HELD IN A SAFE MANNER.

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