Qualified Intermediaries for 1031 Exchanges

Founded in 1991, 1031 CORP. is a Qualified Intermediary and Exchange Accommodation Titleholder that facilitates exchanges nationwide, with a team including Certified Exchange Specialists (CES). The firm has facilitated thousands of exchanges across the country.

Headquartered in Longmont, Colorado and offering qualified intermediary services nationally since 1990; as a subsidiary of FirstBank (nearly $28 billion in assets) it holds client funds in a bank-backed environment and specializes in complex reverse and improvement exchanges in all fifty states. Staff are Certified Exchange Specialists and members of the Federation of Exchange Accommodators.

1031 Services, Inc. has provided IRC Section 1031 tax-deferred exchange services since 1989, acting as Qualified Intermediary in forward exchanges and as Exchange Accommodation Titleholder in reverse and improvement exchanges throughout the U.S. The firm emphasizes personalized service and has handled exchanges across the country and in foreign jurisdictions.

Founded around 2000, Accruit is a national full-service Qualified Intermediary and Exchange Accommodation Titleholder, and the developer of Exchange Manager Pro, which it describes as the industry's only patented 1031 exchange workflow technology. The firm states it has facilitated over $6.9 billion in real estate transactions as the QI and supported over $33 billion through its broader suite of solutions.

Established in 1990, Asset Preservation, Inc. is a national Qualified Intermediary and a wholly owned subsidiary of Stewart Information Services Corporation (NYSE: STC) that states it has successfully completed over 200,000 IRC Section 1031 exchanges. The firm emphasizes security of funds and provides each investor a written Letter of Assurance from its parent company.

Founded in 1989, Chicago Deferred Exchange Company is a Qualified Intermediary and Exchange Accommodation Titleholder, now part of Wintrust, that states it has facilitated over 75,000 exchanges nationwide. It creates a separate qualified trust account for every client on every transaction.

Computershare Corporate Trust acts as both Qualified Intermediary and Qualified Trustee for IRC Section 1031 like-kind exchanges, holding exchange proceeds as a regulated financial institution. The division acquired Wells Fargo's U.S. Corporate Trust business (including its 1031 portfolio) in a $750 million deal completed in November 2021, and also provides continuing-education seminars on Section 1031 exchanges.

Minneapolis-based, attorney-led Qualified Intermediary with 25+ years of experience facilitating exchanges nationwide, including forward, reverse and build-to-suit construction exchanges as well as exchanges involving Delaware Statutory Trusts. The firm maintains $1,000,000 fidelity bond coverage and segregated bank escrow accounts for client funds.

One of the nation's longest-running Section 1031 Qualified Intermediary and consulting firms, with over 35 years of exclusive 1031 exchange experience. Edmund & Wheeler has facilitated thousands of exchanges and combines exchange facilitation with replacement-property and exchange-consulting services, using segregated FDIC-insured accounts under its Exchange Security Program (ESP).

Founded in 1991 by David and Tom Moore, Equity Advantage is a Qualified Intermediary that offers broad national coverage combined with in-depth Pacific Northwest (Oregon) expertise. The firm emphasizes pre-transaction consultation and a team experienced in taxation, contract law, escrow, and real estate.

First American Exchange Company is a full-service national Qualified Intermediary and a subsidiary of First American Financial Corporation (NYSE: FAF), assisting clients nationwide with 1031 tax-deferred exchanges. The firm cites 500,000+ successful exchanges completed and 145+ exchange experts nationwide, depositing exchange funds with FDIC-insured, investment-grade institutions.

A subsidiary of Investors Title Company established in 1988 providing Section 1031 qualified intermediary services with a team of 20+ professionals including 7 Certified Exchange Specialists; sister company Investors Title Accommodation Corporation (founded 1994) serves as exchange accommodation titleholder for safe-harbor reverse exchanges.

IPX1031 is a wholly owned subsidiary of Fidelity National Financial (NYSE: FNF) and describes itself as the nation's largest 1031 Exchange facilitator / Qualified Intermediary, focused solely on 1031 tax-deferred exchanges. It backs exchange funds with a $50 million written performance guaranty, a $100 million fidelity bond, and $30 million in errors & omissions insurance.

JTC Americas, the U.S. division of global services group JTC, operates a 1031 Qualified Intermediary practice (formerly NES Financial) with more than 30 years of experience and tens of thousands of successful transactions. Exchange funds are held in segregated, FDIC-insured accounts that are never commingled with operating funds, with dual authorization required for fund disbursements.

Founded in 2007, Legal 1031 Exchange Services describes itself as a premier provider of national Qualified Intermediary services and was the largest independent QI in the Eastern United States; it was acquired by Kensington Vanguard National Land Services in 2019 and now operates as a division of that firm. Legal 1031 opens a separate segregated escrow account for each exchanger and maintains fidelity bond and E&O coverage.

Madison 1031 is a national Qualified Intermediary operating under the Madison Commercial Real Estate Services umbrella (which includes Madison Title Agency). It handles all types of 1031 exchanges and promotes its Four Pillars of Protection, including express trust accounts, FDIC-backed coverage, a $10 million fidelity bond, and a $10 million E&O policy.

Incorporated in California in 1993, Old Republic Exchange Company is a Qualified Intermediary and a wholly owned subsidiary of Old Republic International (NYSE: ORI), a multi-line insurance holding company. Its fund security is backed by professional liability insurance with a $50 million aggregate limit and a fidelity bond with a $120 million aggregate limit.

Founded in 1990 and based in Gainesville, Virginia, this qualified intermediary handles standard, reverse and improvement exchanges and serves Virginia and the surrounding Mid-Atlantic region including Maryland, Delaware, DC, and the Carolinas.

Exeter 1031 Exchange Services is a national Qualified Intermediary operating as part of The Exeter Group, which also includes the regulated Exeter Trust Company. The firm facilitates 1031 exchanges and works alongside self-directed account, custody, and alternative-asset services.