Qualified Intermediary

Peak 1031

Peak 1031 Exchange · Parent: Peak Companies · Firm website

FEA membership: FEA member
CES® holders: Ariel Messian, CES®; Chris Dozier, Esq., CES®
Fidelity bond: Not published on cited pages
E&O / other cover: Peak’s February 27, 2024 California page republishes an Inside1031.com quote stating Peak has both fidelity bonds and errors-and-omissions coverage. No dollar limits appear on the Peak pages cited here.
How funds are held: Segregated
Dual-signature wires: Wire controls unknown
Reverse / improvement / DST: Reverse Yes · Improvement Yes · DST Unknown
Last sourced: 2026-09-06

Published coverage notes

Peak’s February 27, 2024 California page republishes an Inside1031.com quote stating Peak has both fidelity bonds and errors-and-omissions coverage. No dollar limits appear on the Peak pages cited here.

Fund handling

The same Peak-hosted Inside1031.com quote states Peak does not commingle client exchange funds and holds funds in a Qualified Escrow Account. That is a third-party description Peak chose to publish about itself — not a Peak operations manual. Ask for the current account title and escrow agreement.

Who it is for

Nationwide delayed, simultaneous, improvement, and reverse 1031 exchangers. About page: QI work since 2003; part of the Peak Companies real-estate/financial services group.

Verdict

National Peak Companies QI with homepage FEA membership, two named CES® officers, and a published reverse/improvement menu. Custody language on Peak’s own site is mostly a republished Inside1031 blurb (no commingling, qualified escrow, fidelity and E&O exist) without dollar limits or dual-signature mechanics. Treat ‘best in California’ ranking copy as marketing, not this directory’s rating. Request certificates and the actual QEA before a large wire.

Notes

This is a QI custody file, not a securities offering. The public brand is Peak 1031 Exchange. A more specific entity suffix (LLC or Inc.) is not printed on the pages cited here. The homepage and About page state the firm is a member of the Federation of Exchange Accommodators and “a proud part of the Peak Companies.” About dates the QI work to 2003 and claims “thousands of successful exchanges” — the firm’s own count.

Homepage service list: delayed, simultaneous, improvement, and reverse exchanges. DST is not marketed as a QI product on those pages.

Named CES® holders on the management-team page: Ariel Messian, CES® (Lead Exchange Officer) and Chris Dozier, Esq., CES® (VP Business Development | East Coast). Other officers are listed without CES® and are not added here.

The February 27, 2024 California marketing page quotes Inside1031.com: no commingling, Qualified Escrow Account, and both fidelity bonds and E&O coverage. Peak published that quote about itself. Inside1031 is a third-party ranking site; this directory does not adopt its “best” list. Dollar limits for those policies are not on the Peak pages opened for this file, so bond and E&O amount fields are empty. Dual-signature is not described on those pages.

Sources

Homepage — Peak 1031 Exchange2026-09-06
About — Peak 1031 Exchange2026-09-06
Management Team — Peak 1031 Exchange2026-09-06
Best 1031 Exchange Companies in California — Peak 1031 Exchange2026-09-06

Share a factual note

Prewritten LinkedIn text. No hype. No affiliate link.

Peak 1031 Exchange (Peak 1031) has a custody file on The QI File — published facts only. No star rating. No paid placement.

FEA: FEA member. Funds: Segregated. Dual-sign: Wire controls unknown.

Unknown on that file means unpublished, not a grade.

https://www.theqifile.com/firms/peak-1031/

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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.