6 Best 1031 Exchange Companies: A Full Review
A Qualified Intermediary (QI) holds the entire proceeds of your sale — often millions of dollars — during your 1031 exchange. Choosing a reputable company is one of the most important decisions you'll make in the exchange process.
What to Look For in a QI
- FEA (Federation of Exchange Accommodators) membership
- Segregated client accounts (not commingled with operating funds)
- Fidelity bond of at least $1 million
- Errors & Omissions (E&O) insurance
- Experience with California-specific exchanges
- 24/7 client access and dedicated exchange coordinators
Well-Regarded 1031 Exchange Companies
- Asset Preservation, Inc. (API): One of the largest and most experienced QIs in California. Strong reputation for client service and compliance expertise.
- IPX1031 (Investment Property Exchange Services): National QI with a strong California presence. Backed by Fidelity National Financial.
- Exeter 1031 Exchange Services: Highly regarded for complex and reverse exchanges. Strong compliance team.
- Accruit: National QI with sophisticated technology platform for tracking exchange timelines and documentation.
- Old Republic Exchange: Division of Old Republic Title. Strong for transactions using Old Republic title insurance.
- Realty Exchange Corporation: Smaller, specialized firm with deep 1031 expertise and personalized service.
Samimi CRE Advisors works with several of these firms and can refer you to the right QI based on your specific exchange structure. Contact us to discuss your exchange.