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1031 exchange QIs

Investors Title Exchange Corporation

Investors Title Exchange Corporation (ITEC) acts as a qualified intermediary in tax-deferred exchanges under Section 1031. It was established in 1988 as a subsidiary of Investors Title Company to provide commercial real estate exchange services, and says it has been providing 1031 exchange services for more than 38 years.

Forward exchanges run through ITEC. Safe-harbor reverse exchanges run through a sister company, Investors Title Accommodation Corporation, established in 1994 as an exchange accommodation titleholder. Transactions are handled on the company's ExchangeCONNECT platform.

The exchange team numbers more than 20 professionals with 150+ years of collective experience, including eight Certified Exchange Specialists. The parent, Investors Title Company, is based in Chapel Hill, North Carolina, with a regional office in Columbia, South Carolina and issuing offices throughout the United States, and has traded on Nasdaq under the symbol ITIC since 1986. Its title underwriter, Investors Title Insurance Company, holds an A (Excellent) financial strength rating from A.M. Best and a Financial Stability Rating from Demotech.

Exchange fees and the arrangements under which exchange funds are held are not published on the site. Ask for both in writing, along with which entity will hold title in a reverse structure, before engaging.

Best for

Investment and commercial property owners who want a qualified intermediary owned by a publicly traded title insurer, including those needing safe-harbor reverse exchanges handled by an affiliated exchange accommodation titleholder.

What they do

  • Section 1031 qualified intermediary services
  • Delayed (forward) like-kind exchanges
  • Safe-harbor reverse exchanges through Investors Title Accommodation Corporation
  • Exchange accommodation titleholder services
  • Commercial real estate exchange coordination
  • ExchangeCONNECT transaction platform

Details

AttributeValue
Founded1988
OwnershipSubsidiary
Team size11-50 employees
Other officesColumbia, SC
Exchange typesForward, Reverse
Fund securityBank-owned

What stands out

  • Established in 1988 as a subsidiary of Investors Title Company.
  • Exchange team of more than 20 professionals with 150+ years of collective experience, including eight Certified Exchange Specialists.
  • Sister company Investors Title Accommodation Corporation was established in 1994 as an exchange accommodation titleholder.
  • Parent Investors Title Company has traded on Nasdaq under the symbol ITIC since 1986.
  • Investors Title Insurance Company carries an A (Excellent) financial strength rating from A.M. Best.