qualified intermediary: How to Start a Reverse 1031 Exchange: QIs, EATs, and QEAAs...Oh My - 04/28/26 04:32 PM
Are you missing out on the ideal replacement property while waiting to sell your current asset (relinquished property)? The right new replacement property sometimes drops right into your lap before you are able to sell your existing relinquished property.
A reverse 1031 exchange provides the flexibility to acquire your new real property first while still being able to defer capital gains taxes once you sell your current investment property. Executing this complex transaction, however, requires strict adherence to federal tax codes, regulations, rulings, and a team of 1031 specialists.
Our comprehensive guide details exactly how to navigate this process securely.
Inside this … (4 comments)

qualified intermediary: Protecting Your 1031 Exchange Funds: How to Safeguard your Money! - 03/29/26 07:15 PM
A 1031 exchange provides powerful tax-deferral benefits, but the safety of your equity capital ("1031 exchange funds") depends entirely on the qualified intermediary (QI), often referred to as accommodator or facilitator, that you choose to administer your tax-deferred exchange.
The 1031 QI industry operates without any kind of federal licensing or regulatory oversight. A mistake or lapse in security by an unregulated intermediary can lead to a disqualified exchange or the complete loss of your funds. To safeguard your investments, you must demand strict financial protections.
When selecting a QI, always verify these critical criteria:
Licensing and regulatory oversight: Ensure … (0 comments)

qualified intermediary: 1031 Exchange Qualified Intermediaries Are Not Created Equal - 03/15/19 11:20 PM
Accommodators Are Absolutely Not Created Equal; Differences Major Risk 
Taxpayers generally think that tax deferred exchange qualified intermediaries are all exactly the same – but 1031 exchange qualified intermediaries (QIs) are absolutely not created equal – and the differences can make a huge difference between a successful 1031 exchange vs. a failed exchange.
Exchangors rarely realized that there is no regulatory body or governmental oversight of QIs.  The industry is not licensed nor regulated.  Did you know that few qualified intermediaries are actually licensed, regulated, audited or have any type of minimum equity capital requirements? This is a very scary fact when you … (1 comments)

qualified intermediary: 1031 Exchange by the Numbers: Post No. 10 in a Series - 12/12/07 03:16 PM
The 1031 exchange Qualified Intermediary has now reviewed all of the transaction documents and reviewed the terms of the proposed 1031 exchange transaction with the client to ensure that the client (investor) and the 1031 exchange Qualified Intermediary are on the same page and have the same understanding of the pending 1031 exchange transaction. 
This is a critical and often difficult step, because the client (investor) usually does not understand the 1031 exchange process nor the requirements and therefore does not know what facts and information the 1031 exchange Qualified Intermediary needs in order to do its job to ensure that the … (2 comments)

qualified intermediary: 1031 Exchange by the Numbers: Post No. 9 in a Series - 12/12/07 02:07 PM
The 1031 exchange Qualified Intermediary should have the expertise and experience necessary to take the transaction documents that were outlined in my last post and perform a complete review of them for potential problems with the 1031 exchange transaction.  The QI's job responsibilities should include a thorough review of transaction documents in order to bring problems to the investors attention before it is too late.
This means that the 1031 exchange Qualified Intermediary (QI) must go outside of their comfort zone or the "processing box" and review the over all transaction because the QI is the most knowledgeable in 1031 exchange … (2 comments)

qualified intermediary: 1031 Exchange by the Numbers: Post No. 8 in a Series - 12/11/07 01:43 PM
We now have the 1031 exchange Qualified Intermediary (Accommodator) selected and it's now time for the 1031 exchange Qualified Intermediary to review your transaction documents for any potential problems with the structure of the 1031 exchange.
This step is what separates many of the 1031 exchange Qualified Intermediaries from the really good ones, because many do not have the ability to review the documents and/or are not permitted to advise and structure client 1031 exchange transactions. 
The following documents should be provided to the 1031 exchange Qualified Intermediary (QI) for a through review, analysis and processing of the 1031 exchange:
Purchase and … (0 comments)

qualified intermediary: 1031 Exchange by the Numbers: Post No. 7 in a Series - 12/11/07 01:26 PM
Choosing a SAFE 1031 Exchange Qualified Intermediary (Accommodator)  
Author:William L. ExeterPresident and Chief Executive OfficerEXETER 1031 Exchange Services, LLC The Exeter Group Real Estate Talk Radio Show 
The 1031 exchange Qualified Intermediary (often referred to in the real estate industry as a 1031 exchange Accommodator or 1031 exchange Facilitator) is a crucial part of any successful 1031 exchange transaction.  You should therefore exercise significant care when choosing your Qualified Intermediary or QI because of the critical role it will play in administering your 1031 exchange.
The purpose of this article is to assist you, as a potential Exchangor, in developing an understanding of … (2 comments)

qualified intermediary: 1031 Exchange by the Numbers: Post No. 6 in a Series - 12/11/07 01:18 PM
Role of the 1031 Exchange Qualified Intermediary
There are many investors that do not really know or understand what the 1031 exchange Qualified Intermediary is responsible for and what role they play in their 1031 exchange transaction. 
The 1031 exchange Qualified Intermediary is authorized under Section 1.1031 of the Department of the Treasury Regulations and is essentially responsible for: (1) preparing the 1031 Exchange legal agreements and related transactional documents in order to properly structure your 1031 exchange transaction; (2) receiving, holding and safeguarding your 1031 exchange funds throughout your 1031 exchange transaction; and (3) advising or consulting with you regarding the … (2 comments)

qualified intermediary: 1031 Exchange by the Numbers: Post No. 5 in a Series - 12/10/07 04:15 PM
I've been preaching to the choir about how important it is for the investor to select and retaining a team of real estate experts for their investment real estate business, and the selection of their 1031 exchange Qualified Intermediary is no exception. 
This is where I put in a commercial plug for Exeter 1031 Exchange Services, LLC to be part of their investment real estate team of experts as the 1031 exchange Qualified Intermediary. 
The investor needs to select a knowledgeable, experienced 1031 exchange Qualified Intermediary (Accommodator) that can properly review their transaction documents, including the purchase and sale agreement, escrow instructions … (2 comments)

qualified intermediary: EXETER Discussion Board Launched: Sponsored by Exeter 1031 Exchange Services, LLC - 12/04/07 03:26 PM
Exeter 1031 Exchange Services, LLC launched the Exeter Discussion Board.
The Exeter Discussion Board provides a venue for real estate investors, professionals and advisors to ask questions, discuss issues and post comments on real estate related topics such as: 1031 exchanges, real estate related income tax issues, real estate legal issues, financing, asset management, property management, escrow and closings, TIC Investments, Exeter Group Radio, as well as looking for like-kind replacement property solutions.
"The Exeter Discussion Board will include an impressive lineup of guest experts that will provide relevant and timely answers and advice for those who post questions. Our goal is to develop … (0 comments)