The QI File

Qualified Intermediary

Premier 1031

Premier 1031 · Parent: Independent / unpublished · Firm website

FEA membership
FEA unknown
CES® holders
Not published on cited pages
Fidelity bond
Not published on cited pages
E&O / other cover
Homepage: funds held at ‘Major National Banks’ in qualified escrow accounts. Banks are not named. No fidelity-bond or E&O dollar amount on the pages cited.
How funds are held
Segregated
Dual-signature wires
Dual-signature
Reverse / improvement / DST
Reverse Unknown · Improvement Unknown · DST Yes
Last sourced
2026-09-09

Published coverage notes

Homepage: funds held at ‘Major National Banks’ in qualified escrow accounts. Banks are not named. No fidelity-bond or E&O dollar amount on the pages cited.

Fund handling

Homepage: funds held at major national banks in secure Qualified Escrow Accounts. The QEA is subject to a contract with the major national bank on how funds can be disbursed; the taxpayer’s written approval must be submitted directly to the bank — described on the page as ‘dual signature escrow accounts.’

Who it is for

San Francisco–marketed QI brand ‘Premier 1031’ / ‘Private Client Exchange Services.’ Contact page: headquarters San Francisco, CA; (650) 291-2589; info@Premier1031.com. Structures page lists drop/swap, swap/drop, partnership division, DSTs, and TIC as complex-structuring topics — QI facilitation, not a DST sponsor menu. Reverse and improvement are not listed as QI products on the pages cited. An LLC / Inc. suffix is not printed.

Verdict

The usable sentence is bank-side qualified escrow plus taxpayer written approval sent directly to the bank — a published dual-signature QEA, with the banks unnamed. FEA, CES®, bond/E&O dollars, fees, interest-on-float, and a legal-entity suffix are unpublished. Contact-page copy presents Riley Tight, Director of Growth, as having joined with attorneys who specialize in 1031 exchanges to grow their QI businesses; that is background marketing, not a named CES® or a printed LLC. DST on the structures page is QI facilitation of DST-as-replacement structures, not a securities offering. Ask for the current QEA, the named bank on your file, and the contracting legal entity.

Notes

This is a QI custody file, not a securities offering. The public brand is Premier 1031. An LLC or Inc. suffix is not printed on the homepage, contact, or structures pages and is not invented. Confirm the named party on the exchange agreement.

The structures page’s DST tile describes fractional ownership through securitized trust interests. That is treated here as QI facilitation when a taxpayer uses DST interests as replacement property. Premier is not listed as a DST sponsor, and this file is not a DST term sheet.

Homepage marketing cites “billions of dollars in successful transactions” and a years-of-experience counter without a sourced founded year on the pages opened. Those volume claims are not independently verified here.

Reverse exchanges and improvement / build-to-suit exchanges are not listed as products on the cited pages. Partnership drop/swap language is not coded as reverse or improvement.

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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