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National

1031 exchange qualified intermediaries

Qualified intermediaries who hold exchange proceeds and paper a 1031 exchange. The QI is unregulated in most states and holds your entire sale proceeds, so how they secure funds matters more than their fee. Filter by exchange type (forward, reverse, improvement), how funds are protected, and fee range.

Stages
FinanceExitLegal
Asset classes
MHPRV parksSelf-storageMultifamilyNNN & retail

Specialties

  • 1031 CORP.

    Pennsylvania-based qualified intermediary with a second office in Bend, Oregon, handling forward, reverse, and improvement exchanges.

    • Forward
    • Reverse
    • Improvement

    States served: Nationwide · HQ Collegeville, PA

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  • 1031 Exchange Experts

    Denver qualified intermediary founded by Gary Gorman, serving 49 states and claiming more than 40 years of exchange experience.

    States served: Nationwide · HQ Greenwood Village, CO

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  • Accruit

    Denver-based national qualified intermediary and exchange accommodation titleholder, part of Inspira Financial.

    • Forward
    • Reverse
    • Improvement

    States served: Nationwide · HQ Denver, CO

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  • Asset Preservation, Inc.

    National qualified intermediary, a wholly owned subsidiary of Stewart Information Services, offering delayed, reverse, and improvement exchanges.

    • Forward
    • Reverse
    • Improvement
    • Segregated accounts
    • Fidelity bond

    States served: Nationwide · HQ Roseville, CA

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  • Atlas 1031 Exchange

    Naples, Florida qualified intermediary founded in 2003, handling forward, reverse, and improvement exchanges with a Certified Exchange Specialist on staff.

    • Forward
    • Reverse
    • Improvement
    • Segregated accounts

    States served: Nationwide · HQ Naples, FL

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  • Chicago Deferred Exchange Company

    Qualified intermediary and exchange accommodation titleholder owned by Wintrust Financial, with a separate qualified trust account for every exchange.

    • Forward
    • Reverse
    • Segregated accounts
    • Bank-owned

    States served: Nationwide · HQ Chicago, IL

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  • Deferred

    Qualified intermediary that charges no exchange fee and instead shares interest earned on funds held in segregated, FDIC-insured accounts.

    • Forward
    • Segregated accounts
    • Fidelity bond
    • E&O
    • Under $1k

    States served: Nationwide · HQ Carlsbad, CA

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  • Equity 1031 Exchange

    Fort Myers qualified intermediary, formerly Midland 1031 and now part of Equity Trust Company, handling forward, reverse, and improvement exchanges nationwide.

    • Forward
    • Reverse
    • Improvement

    States served: Nationwide · HQ Fort Myers, FL

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  • Equity Advantage

    Portland, Oregon qualified intermediary facilitating delayed, reverse, and improvement exchanges nationwide since 1991.

    • Forward
    • Reverse
    • Improvement
    • Fidelity bond

    States served: Nationwide · HQ Portland, OR

    WebsiteView listing

  • Exchange Authority

    Bank-owned qualified intermediary, a subsidiary of Fidelity Bank in Massachusetts, with escrowed funds fully covered by FDIC and DIF insurance.

    • Bank-owned
    • Segregated accounts

    States served: Nationwide · HQ Worcester, MA

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  • Exchange Resource Group

    Colorado-based qualified intermediary with regional offices, handling standard, reverse, and construction exchanges nationwide.

    • Forward
    • Reverse
    • Improvement

    States served: Nationwide · HQ Lakewood, CO

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  • Exeter 1031 Exchange Services

    San Diego qualified intermediary backed by an affiliated trust company, handling forward, reverse, improvement, and foreign-property exchanges nationwide.

    • Forward
    • Reverse
    • Improvement
    • Segregated accounts

    States served: Nationwide · HQ San Diego, CA

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  • First American Exchange Company

    Qualified intermediary subsidiary of First American Financial, holding exchange funds in segregated accounts at FDIC-insured banks.

    • Forward
    • Reverse
    • Improvement
    • Segregated accounts

    States served: Nationwide · HQ Lake Oswego, OR

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  • Gain 1031 Exchange Company

    Qualified intermediary for 1031 exchanges with offices in Minnesota, Wisconsin and Florida, handling forward and reverse exchanges.

    • Forward
    • Reverse
    • Segregated accounts

    States served: FL, IL +3 · HQ Bloomington, MN

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  • Iowa Equity Exchange

    Independent Iowa qualified intermediary led by a Certified Exchange Specialist, handling reverse and improvement exchanges as well as standard exchanges.

    • Forward
    • Reverse
    • Improvement

    States served: Nationwide · HQ West Des Moines, IA

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  • IPX1031

    National qualified intermediary, a subsidiary of Fidelity National Financial, handling forward, reverse, and improvement exchanges.

    • Forward
    • Reverse
    • Improvement
    • Segregated accounts
    • Fidelity bond

    States served: Nationwide · HQ Chicago, IL

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  • JTC Americas

    Qualified intermediary within JTC Group (formerly NES Financial), holding funds in segregated FDIC-insured accounts with dual-authorization disbursements.

    • Forward
    • Reverse
    • Improvement
    • Segregated accounts

    States served: Nationwide

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  • Legal 1031 Exchange Services

    Qualified intermediary with attorneys, CPAs, and tax professionals on staff and regional offices from New York to Phoenix.

    • Forward
    • Reverse
    • Improvement

    States served: Nationwide · HQ Woodbury, NY

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  • Madison 1031

    New Jersey qualified intermediary within the Madison family of companies, handling forward, reverse, and construction exchanges nationwide.

    • Forward
    • Reverse
    • Improvement

    States served: Nationwide · HQ Lakewood, NJ

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  • Old Republic Exchange Company

    Qualified intermediary for 1031 real property exchanges, incorporated in California in 1993 and a wholly owned subsidiary of Old Republic International Corporation.

    • Bank-owned

    States served: Nationwide · HQ Walnut Creek, CA

    WebsiteView listing

  • Peak 1031 Exchange

    Southern California qualified intermediary and FEA member with a published fee schedule for delayed, reverse, and improvement exchanges.

    • Forward
    • Reverse
    • Improvement
    • Under $1k

    States served: Nationwide · HQ Woodland Hills, CA

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  • Realty Exchange Corporation

    Virginia qualified intermediary handling forward, reverse and improvement 1031 exchanges since 1990, with a segregated FDIC-insured escrow account per exchange.

    • Forward
    • Reverse
    • Improvement
    • Segregated accounts

    States served: Nationwide · HQ Gainesville, VA

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  • Sparks Exchange Solutions

    Georgia-based qualified intermediary facilitating forward, reverse, and build-to-suit exchanges nationwide, with funds in FDIC-insured accounts.

    • Forward
    • Reverse
    • Improvement

    States served: Nationwide · HQ Blairsville, GA

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  • Starker Services

    Independent qualified intermediary for 1031 exchanges, formed in 1987 after the Starker tax court decision and based in Los Gatos, California.

    • Forward
    • Reverse

    States served: Nationwide · HQ Los Gatos, CA

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  • Strategic 1031 Exchange Advisors

    Atlanta qualified intermediary for 1031 exchanges, part of a tax-strategy group that also runs cost segregation, tax credits, and Opportunity Zone funds.

    • Forward
    • Reverse
    • Improvement
    • Segregated accounts

    States served: Nationwide · HQ Atlanta, GA

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  • TD Exchange Company

    Cincinnati qualified intermediary affiliated with the Thomas Downing Law Firm, serving Ohio, Kentucky, and the Midwest.

    • Forward
    • Reverse
    • Improvement

    States served: IA, IL +11 · HQ Cincinnati, OH

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  • The 1031 Exchange Connection

    Florida qualified intermediary staffed by a CPA with real estate tax background, carrying a crime and fidelity bond and professional liability coverage.

    • Forward
    • Reverse
    • Improvement
    • Fidelity bond
    • E&O

    States served: Nationwide · HQ Delray Beach, FL

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  • U.S. 1031 Exchange Services

    Sarasota qualified intermediary handling forward, reverse, improvement and construction exchanges, with a basic fee starting at $700.

    • Forward
    • Reverse
    • Improvement
    • Under $1k

    States served: Nationwide · HQ Sarasota, FL

    WebsiteView listing