Qualified Intermediary
1031 Specialists
1031 Specialists
- FEA membership
- FEA unknown
- CES® holders
- Not published on cited pages
- Fidelity bond
- Not published on cited pages
- E&O / other cover
- Not published on cited pages
- How funds are held
- Funds unknown
- Dual-signature wires
- Wire controls unknown
- Reverse / improvement / DST
- Reverse Yes · Improvement Yes · DST Unknown
- Last sourced
- 2026-09-05
Fee structure
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.
Who it is for
Nationwide delayed/standard, reverse, and improvement 1031 exchangers. Site markets a tech-forward QI used by individual investors and family offices. Founded by Jon Hilley (CEO) and Jeff Bemis. DST capability was not published on the primary pages used for this file.
Verdict
1031 Specialists publishes a rare, specific fee card for standard, reverse, and improvement work and an attorney/audit-protection marketing guarantee. That is useful price discovery. The same public pages do not state how this firm titles exchange accounts, whether funds are segregated from operating cash, dual-signature wire control, FEA membership, named CES® staff, or bond/E&O limits — treat those as open diligence items before wiring. Do not confuse this brand with 1031 CORP.’s April 2026 acquisition of a differently named ‘1031 Exchange Specialists, Inc.’
Notes
1031 Specialists markets itself as a technology-powered Qualified Intermediary (public brand 1031 Specialists / 1031specialists.com). The about page names co-founder Jon Hilley and Jeff Bemis and lists exchange officers including Megan Destito, Charlene Ortiz, and Vanessa Couzens. Published contact on the site: (631) 438-1031 / info@1031specialists.com. LinkedIn and other directories place the firm in Denver; that city is not printed on the homepage/about pages cited above.
This listing does not assert FEA company membership, named CES® holders, or a specific account-control model — those were not confirmed on the primary pages cited. Ask for the current exchange agreement, bank-account title, and insurance declarations before relying on marketing copy. The firm’s educational blogs describe how QIs generally use segregated escrow; that is industry explanation, not a sourced statement that this firm’s accounts are titled that way.