Comparison · no crown · not tax or legal advice
1031 Specialists vs Equity Advantage
1031 Specialists and Equity Advantage, Inc. are both listed Qualified Intermediaries. Ownership as published: unpublished vs Independent / family-owned (founded 1991 by David and Tom Moore). This table is the two custody files side by side. It does not award a best QI, invent fees, or fill blanks. A Delaware Statutory Trust interest, if mentioned, is typically a securities offering — a listing here is a custody file.
1031 Specialists fileEquity Advantage fileView checklistCheck custody controls
Published facts, side by side
| Field | 1031 Specialists | Equity Advantage |
|---|---|---|
| Legal name | 1031 Specialists | Equity Advantage, Inc. |
| Ownership (as published) | Parent unpublished | Independent / family-owned (founded 1991 by David and Tom Moore) |
| FEA | FEA unknown | FEA unknown |
| CES® | Not published on cited pages | David Moore, CES® |
| How funds are held | Funds unknown | Segregated |
| Fund-handling note | Not published on cited pages | Exchange funds placed in a money market savings account; firm states it does not commingle operating account with exchange funds; money moves only when authorized by the Exchangor for closing. FAQ recommends requesting a Qualified Escrow Account that isolates funds from exchangor and/or exchange company. |
| Dual-signature / who can wire | Wire controls unknown | Dual-sign optional |
| Fidelity / E&O (published) | Not published on cited pages | $1 million fidelity bond (per occurrence) · $500,000 errors and omissions per claim |
| Other published coverage | Not published on cited pages | Not published on cited pages |
| Reverse | Yes | Yes |
| Improvement | Yes | Yes |
| DST (QI administration, not an offering) | Unknown | Unknown |
| Published fees | Published homepage pricing (pay at first close; Standard Exchange offered with a pay-when-you-close / money-back guarantee if the client does not proceed): Standard Exchange $1,195; Reverse Exchange $7,995; Improvement Exchange $9,995. Firm states no hidden fees. | Delayed exchange of two properties starts at about $1,000. Reverse or Improvement exchanges start at $6,500. Contact for quote. |
| Who keeps interest | Not published on cited pages | Not published on cited pages |
| File last sourced | 2026-09-05 | 2026-09-05 |
What stays unknown
1031 Specialists:parent, FEA, CES, funds held, dual-signature, fidelity bond dollars, E&O dollars, DST administration, who keeps interest
Equity Advantage:FEA, DST administration, who keeps interest
Unknown is omitted, not graded.Report missing infoif you have a primary URL we missed.
FAQ
Which of these QIs is better?
This page does not pick a winner. It places published custody fields from two QI File listings side by side. A thicker disclosure is not a grade, and an unpublished field is not a finding that the firm is unsafe.
Can I treat a parent logo or a bond number on this table as current coverage?
No. Parent is an ownership note. Insurance figures appear only when the firm’s cited page still prints them. Ask for current certificates. See how to read a listing and segregated vs dual-signature.
Where are the full source lists?
Open the two custody files: 1031 Specialists and Equity Advantage. Every figure on this page is copied from those files.
Sources
Copied from the two firm files. Open those pages for the dated URL list.
More pairs:compare index. Compare these firms only on published custody facts.