Attribute index · not a vault rating

Segregated funds published

“Segregated” on a QI File listing means the firm said exchange proceeds are not commingled with operating accounts — usually in a TIN-titled escrow, trust, or identified account. It is not FDIC coverage of the whole exchange, not dual-signature, and not a court holding that the cash would be excluded from a QI bankruptcy estate. Readsegregated vs commingled vs dual-signatureandwhat happens if a QI failsbefore treating this list as diligence complete.

Firms that have not published a funds-held model are omitted. That is unknown, not commingled.

• 1031 Accommodators

  1031 Accommodators, LLC · Independent / unpublished · Firm website

• 1031 CORP.

  1031 CORP. · Firm website

• 1031 Exchange Connection

  1031 Exchange Connection, Inc. · Independent / unpublished · Firm website

• 1031 Exchange Network

  1031 Exchange Network, LLC · Independent / attorney- and CPA-owned (as published) · Firm website

• 1031 Federal Exchange

  1031 Federal Exchange · Independent / unpublished · Firm website

• 1031 Pros

  1031 Pros · Firm website

• 1031 Services

  1031 Services, Inc. · Independent / unpublished · Firm website

• 1031X

  1031X.com, Inc. · Independent / unpublished · Firm website

• Accruit

  Accruit · Inspira Financial · Firm website

• Allied 1031

  Allied 1031 Exchange · Independent / unpublished · Firm website

• API

  Asset Preservation, Inc. · Stewart Information Services Corporation · Firm website

• Asset Exchange Company

  Asset Exchange Company · Independent / unpublished · Firm website

• Atlas 1031

  Atlas 1031 Exchange, LLC · Independent / unpublished · Firm website

• Attorney 1031

  Attorney 1031 · Independent / unpublished · Firm website

• Bank Exchange Services

  Exchange Services, LLC · Utah LLC affiliate of Zions First National Bank, California Bank & Trust, Vectra Bank Colorado, National Bank of Arizona, and Nevada State Bank (footer). Public brand sits under Zions Bancorporation, N.A. · Firm website

• Banker Exchange

  Banker Exchange, LLC · Independent / unpublished (founder also names Tax Credit Marketplace LLC and TIC Properties LLC as other businesses — those are not this QI) · Firm website

• Capital 1031

  Capital 1031 Exchange Company, LLC · Independent / unpublished (attorney-founded) · Firm website

• CDEC

  Chicago Deferred Exchange Company · Wintrust Financial Corporation · Firm website

• City National Bank

  City National Bank · Royal Bank of Canada (City National Bank is a subsidiary; RBC Wealth Management-U.S. affiliate, per the 08/22 CNB/RBC PDF) · Firm website

• CLX Exchange

  CLX Exchange Accommodators, Inc. · Independent / unpublished (same building as Colorado Title & Closing Services LLC — affiliation of location, not a stated common parent) · Firm website

• Computershare

  Computershare Corporate Trust · Computershare Limited (public global financial services; Corporate Trust division) · Firm website

• CPEC1031

  CPEC1031, LLC · Firm website

• Deferred

  Deferred Inc. · Firm website

• Directrust 1031

  Directrust, LLC · Independent / unpublished · Firm website

• Edmund & Wheeler

  Edmund & Wheeler, Inc. · Independent / unpublished · Firm website

• Equity 1031

  Equity 1031 Exchange · Equity Trust Company · Firm website

• Equity Advantage

  Equity Advantage, Inc. · Independent / family-owned (founded 1991 by David and Tom Moore) · Firm website

• ERG (Dave Foster)

  Exchange Resource Group, LLC · Firm website

• Excel1031

  Excel 1031, Inc. · Firm website

• Exchangeable

  Exchangeable, LLC · Independent / unpublished · Firm website

• Exeter 1031

  Exeter 1031 Exchange Services, LLC · The Exeter Group, LLC · Firm website

• First American Exchange

  First American Exchange Company, LLC · First American Title Insurance Company / First American Financial Corporation · Firm website

• FSC Exchange

  FSC Exchange Services (Accruit) LLC · Accruit / Inspira Financial (published platform relationship) · Firm website

• Genesis Bank Exchange

  Genesis Bank Exchange · Genesis Bank (division of a federally insured California state-chartered bank) · Firm website

• Gibraltar 1031

  Gibraltar 1031 Exchange LLC · Independent / unpublished · Firm website

• Granite Exchange

  Granite Exchange Services · Independent / unpublished · Firm website

• Haven Exchange

  Haven Exchange · Independent / unpublished · Firm website

• Iowa Equity Exchange

  Iowa Equity Exchange · Independent / unpublished · Firm website

• IPE 1031

  IPE 1031 · Bank Iowa (subsidiary) · Firm website

• IPX1031

  Investment Property Exchange Services, Inc. · Fidelity National Financial, Inc. · Firm website

• JTC Americas

  JTC Americas · JTC Group · Firm website

• Legal 1031

  Legal 1031 Exchange Services, LLC · Kensington Vanguard National Land Services / CRC Group · Firm website

• LikeKind

  LikeKind · Firm website

• Madison 1031

  Madison Exchange, LLC · Independent / Madison Commercial Real Estate Services · Firm website

• Maine Exchange Services

  Maine Exchange Services, LLC · Independent / attorney-founded (Thomas F. Jewell, Esq., and Paul S. Bulger, Esq.) · Firm website

• Mission 1031

  Mission 1031 Exchange, LLC · Mission Bancorp / Mission Bank (wholly owned) · Firm website

• National 1031

  National 1031 · Sun Title Agency (affiliate; published by Sun Title and PR Newswire) · Firm website

• NExT1031

  National Exchange Titleholder 1031 Co. · Independent / unpublished · Firm website

• NextPhase 1031

  NextPhase 1031 Exchange, LLC · Independent / unpublished · Firm website

• NYDEC

  New York Deferred Exchange Corporation · Independent / unpublished · Firm website

• Olympic Exchange

  Olympic Exchange Accommodators, LLC · Independent / Helsdon Law Firm–affiliated (Jeff Helsdon) · Firm website

• Peak 1031

  Peak 1031 Exchange · Peak Companies · Firm website

• Pioneer 1031

  Pioneer 1031 Co. · Affiliated with Pioneer Title Companies of Idaho and Eastern Washington · Firm website

• Premier 1031

  Premier 1031 · Independent / unpublished · Firm website

• Realty Exchange

  Realty Exchange Corporation · Independent / family-owned (Horan family since 1990) · Firm website

• Security 1st Exchange

  Security 1st Exchange · Security 1st Title · Firm website

• Spectrum 1031

  Spectrum Exchange Corp. · Independent / family-owned (Westberg) · Firm website

• Starker Services

  Starker Services, Inc. · Independent / unpublished · Firm website

• Towne 1031

  Towne 1031 Exchange, LLC · TowneBank / bank-owned subsidiary · Firm website

• Universal Pacific 1031

  Universal Pacific 1031 Exchange · Firm website

• WealthBuilder 1031

  Brazos 1031 Exchange Company, LLC · Independent / attorney-owned (About: formed in 2009 by the attorneys of the Peterson Law Group; public brand WealthBuilder 1031) · Firm website

• Xchange Solutions

  Xchange Solutions · Independent / unpublished · Firm website