The QI File

Qualified Intermediary

Independent Exchange Services

Independent Exchange Services, Inc. · Parent: 1031 Strategies & Services Group (affiliate Reverse Exchange Services, Inc.) · Firm website

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
Dual-sign optional
Reverse / improvement / DST
Reverse Yes · Improvement Yes · DST Unknown
Last sourced
2026-09-16

Fund handling

Independent-exchange-services page: funds are invested with the trust department of a major commercial bank for safety and protection; special accounts requiring co-signors are available if desired. The bank is not named. That is a trust-department sentence, not a published segregated-vs-pooled, TIN, or standing dual-signature rule. Co-signor accounts are optional.

Who it is for

Bay Area boutique QI for exchangers who want Independent Exchange Services, Inc. (IES) — public site brand 1031Pro / 1031 Strategies & Services Group — for delayed and simultaneous work, with affiliate Reverse Exchange Services, Inc. (RES) for reverse and improvement / built-to-suit. Distinct from already-listed 1031 Pros (my1031pros.com). QI since 1980. Office: 25954 Eden Landing Road, Hayward, CA 94545. TEL 888-747-1031. FAX (415) 782-5209. Homepage also markets international exchanges. Company FEA, CES® names, bond dollars, a named bank, a fee card, and DST are not on the pages cited.

Verdict

Hayward QI with a usable identity and product menu: IES since 1980 for delayed/simultaneous; RES affiliate for reverse and improvement / built-to-suit; funds at an unnamed major commercial bank’s trust department, with optional co-signor accounts. That is enough to list as a boutique file. Do not conflate this brand with 1031 Pros. Company FEA, CES®, bond/E&O dollars, a named deposit bank, standing dual-signature (only optional co-signors), a fee card, and DST are not on the 1031pro.com pages opened. Ask for today’s certificates, the live trust-account title, and whether a co-signor account will actually be opened before a large transfer.

Notes

This is a QI custody file, not a securities offering. The legal name on 1031pro.com is Independent Exchange Services, Inc. (IES). The public site brand is 1031Pro; the homepage also uses 1031 Strategies & Services Group for the IES / Reverse Exchange Services, Inc. (RES) affiliate pair. This is not the already-listed firm 1031 Pros (my1031pros.com). Confirm the named party on the exchange agreement. Independent Exchange Services, Inc. is the intermediary that would hold delayed-exchange proceeds. A Delaware statutory trust is typically a securities offering sold by a sponsor and registered representatives — a different product. The pages opened for this file do not publish a DST desk.

Homepage: since 1980, affiliates of 1031 Strategies & Services Group; IES for delayed and simultaneous; RES for reverse and improvement when replacement, construction, financing, or closing sequence is more complex. Same page: delayed, reverse, built-to-suit; boutique, not a volume shop; international transactions also listed. Reverse and improvement are therefore yes.

Independent-exchange-services page: IES acts as a third-party corporate qualified intermediary; funds invested with the trust department of a major commercial bank; special accounts requiring co-signors available if desired. The bank is not named. Dual-signature is optional, not a standing published rule. No fidelity-bond or E&O dollar.

Company FEA membership and CES® names are not on the two pages opened 2026-09-16. feaMember and cesOnStaff stay unknown.

Office: 25954 Eden Landing Road, Hayward, CA 94545. 888-747-1031. Fax (415) 782-5209.

No public fee card or DST desk on the pages cited. Ask Independent Exchange Services, Inc. for today’s certificates, the live trust-department account title, whether a co-signor account will be used on this file, and who can release the wire — then read those papers, not this summary.

Sources

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.

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