About American Exchange Advisors

Built for the Decisions

That Shape Capital

AXA exists for real estate owners, investors, and advisors who need more than a listing agent. We architect capital strategy for the moments when a sale, an exchange, or a repositioning will shape the next decade of your portfolio.

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Experience

Over 25 years of expertise in Real Estate

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Success

100% success in Client Satifaction

Excellence

Reputation

Trusted by investors, attorneys, and advisors nationwide.

We Were Built to Fill a Gap the Industry Created.

Most real estate owners hit a point where the next decision is too big for a listing agent and too complex for a single advisor. A property has appreciated. Taxes loom. The right path forward involves tax code, deal structure, replacement options, and timing, and none of it fits neatly into one professional's lane.

AXA was built to close that gap. We operate as a coordinated advisory collective across real estate, finance, tax, and legal. Instead of handing you off between specialists, we bring the full team to the table and architect the plan together.

How We Think About Your Capital

Three principles shape every engagement.

1

Assess

We start with the full picture: your assets, ownership structure, capital gains exposure, and long-term objectives. Before any strategy, we understand where you stand.

2

Architect

We evaluate viable pathways, model outcomes, and underwrite the tradeoffs. Tax-deferred strategies, repositioning alternatives, and structural options are laid out so you see what fits and why.

3

Execute

We coordinate with your tax, legal, and financial team to align implementation with the broader capital plan.

One strategy, one team, one clean close.

Ready to get started?

Rather than forcing a sale or searching for a buyer for the equity, we often bring the market directly to the equity—delivering solutions that align capital with purpose and strategy.

American Exchange Advisors (AXA) is a real estate counseling and capital management firm specializing in activating trapped equity and navigating tax-deferred strategies.

AXA operates as a collaborative advisory collective of real estate, financial, tax, and legal professionals. Together, we assess a client’s current position, identify constraints and opportunities, and design strategic solutions that align with—and often exceed—their long-term financial, lifestyle, and investment goals.

Our approach begins with understanding the full picture—current assets, goals, challenges, and long-term vision. From there, we identify strategic avenues, underwrite opportunities, disclose material considerations, and educate clients throughout the process.

What we believe

Principles That Guide Every Decision

  • Strategy Before Transaction A sale is an event. Strategy determines whether it creates momentum.

  • Equity Deserves Intention Real estate equity is deployable capital. Position it with purpose.

  • Structure Shapes Outcomes Ownership, timing, and tax alignment matter more than urgency or market noise.

  • Collaboration Elevates Decisions Coordinated planning across tax, legal, and financial disciplines produces stronger long-term results.

  • Transparency Builds Trust We disclose tradeoffs plainly. No pitch. No pressure. No surprises.

  • Counsel Over Closings Our measure of success isn't the deal. It's whether the deal served you.

The People Behind Your Strategy

AXA is led by advisors with decades of combined experience across real estate, tax strategy, and capital markets. The team works together on every engagement so no client is left moving between disconnected specialists.

Nathan Webb

Founder & Advisor

Markie Clary

1031 Exchange Advisor

Ari Newman

1031 Exchange Advisor

Jonah Helbraun

Principal & Broker In Charge

Let's Talk About Your Next Move.

30 minutes. No obligation. Just clarity on what's possible for your capital.

Prefer email? Reach us at [email protected]

Capital architecture for real estate investors.

Office: Atlanta, Georgia

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