Скачать или смотреть How to Choose the Right Qualified Intermediary for Your 1031 Exchange

Choosing the right Qualified Intermediary (QI) is crucial for a successful 1031 exchange. Here’s what investors should look for.

A Qualified Intermediary (QI) plays a vital role in ensuring your 1031 exchange stays compliant and on track. But not all QIs are the same—picking the wrong one could put your investment at risk. Before selecting a QI, make sure they meet these three key criteria.

📌 3 Things to Look for in a Qualified Intermediary:
✔ Experience Matters – Choose a QI with years of experience in 1031 exchanges, not a brand-new firm.
✔ E&O Insurance Protection – Ensure the QI carries Errors & Omissions insurance for added financial security.
✔ Bonded Firm for Added Security – A bonded QI provides an extra layer of protection, ensuring client funds are handled safely.

Selecting the right QI is one of the most important steps in your 1031 exchange. Watch now to learn what to look for!

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DST investments are illiquid and can expose investors to risks including the potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns, and appreciation are not guaranteed.

IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation.

Securities offered through 1031 Securities Inc. member FINRA / SIPC