1031 exchange QIs
Peak 1031 Exchange
Peak 1031 Exchange, Inc. is a qualified intermediary for tax-deferred exchanges under IRC Section 1031, working with individuals and businesses across the country. It handles delayed, simultaneous, improvement, and reverse exchanges, and is part of the Peak Companies group of real estate, financial, and related services firms.
The firm has assisted individuals and businesses with exchanges since 2003 and is a member of the Federation of Exchange Accommodators. Alongside the intermediary work it publishes exchange education material: a capital gains calculator, an exchange timeline calculator, an article library, a glossary of exchange terms, and presentations for real estate teams, investment groups, and private investors.
Fees are published rather than quoted case by case. A standard exchange setup fee is $795 for transactions valued under $3,000,000 and $1,200 above that, each covering the sale of one relinquished property, with $350 per additional replacement property and $35 per outgoing wire transfer. Reverse exchanges start at $6,500 and improvement exchanges at $7,000, depending on complexity and whether financing is involved.
The firm states it does not provide legal or tax advice and directs exchangers to their own attorney or tax advisor. The fee page does not describe how exchange funds are held or secured, so investors who care about fund security should ask before engaging.
Best for
Investors and their advisors who want a qualified intermediary with published flat fees for a delayed, reverse, or improvement exchange, and who are comfortable confirming fund-security arrangements themselves, since the site does not publish them.
What they do
- Qualified intermediary services for 1031 exchanges
- Delayed (forward) exchanges
- Simultaneous exchanges
- Reverse exchanges
- Improvement exchanges
- Capital gains and exchange timeline calculators
- 1031 exchange presentations for investor and broker groups
Details
| Attribute | Value |
|---|---|
| Founded | 2003 |
| Ownership | Subsidiary |
| Memberships | Federation of Exchange Accommodators (FEA) member |
| How they charge | Published fees: $795 setup under $3,000,000 and $1,200 above, $350 per replacement property, $35 per outgoing wire; reverse exchanges from $6,500 and improvement exchanges from $7,000. |
| Exchange types | Forward, Reverse, Improvement |
| Fee range | Under $1k |
What stands out
- Publishes a fee schedule: $795 standard setup under $3,000,000, $1,200 above, and $350 per additional replacement property.
- Reverse exchange fees start at $6,500 and improvement exchange fees at $7,000, depending on complexity and financing.
- Member of the Federation of Exchange Accommodators and part of the Peak Companies group.
- Has handled exchanges for individuals and businesses since 2003.
Common questions
- What are the time limits for completing a 1031 exchange?
- Replacement property must be identified within 45 days of the sale of the relinquished property, and the acquisition must be completed within 180 days of that sale or by the due date of the taxpayer's return, whichever comes first.
- Which properties qualify for a 1031 exchange?
- Real property held for investment or business use — rental properties, commercial buildings, and investment land — may qualify. Primary residences, inventory held for sale, stocks, bonds, and partnership interests do not, and the properties involved must be like-kind, meaning similar in nature or character.