Qualified Intermediary

Spectrum 1031

Spectrum Exchange Corp. · Parent: Independent / family-owned (Westberg) · 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: Segregated
Dual-signature wires: Wire controls unknown
Reverse / improvement / DST: Reverse Yes · Improvement Yes · DST Unknown
Last sourced: 2026-09-14

Fund handling

Homepage: 1031 exchange funds are never co-mingled; the firm opens a new FDIC-insured bank account for every 1031 exchange. The bank is not named. Dual-signature / QEA wire control is not on the pages cited.

Who keeps the float

FAQs: any interest earned by the exchangor can only be disbursed upon completion of the exchange; the qualified intermediary or the holding bank issues a 1099 for the tax year the interest is actually paid. No public rate or split card.

Who it is for

Arizona family-owned QI for exchangers who want Spectrum Exchange Corp. — public brand Spectrum 1031 — to open a new FDIC-insured account per exchange and run delayed, simultaneous, reverse, and build-to-suit work. Founded 1995 by Claire and Rick Westberg; About: Claire retired 2020; Dawna Westberg and Jack Westberg continue the practice. Reverse FAQ: All Real Property, Inc., a sister company to Spectrum Exchange Corp., holds title as EAT. Office: 1593 S. Rio Verde Ln, Camp Verde, AZ 86322. Phone 928-284-9840. Company FEA, CES® names, bond dollars, and DST are not on the pages cited.

Verdict

Camp Verde family QI with a usable custody sentence: funds never co-mingled, a new FDIC-insured bank account per exchange, plus published delayed, simultaneous, reverse (sister All Real Property, Inc. as EAT), and build-to-suit. Homepage also says bonded and insured — without dollar amounts. That is enough to list. Company FEA, named CES® holders, bond/E&O dollars, a named deposit bank, dual-signature wires, a fee card, and DST are not on the pages opened. The ‘Over 2 Billion in 1031 Exchanges Processed Since 1995’ line is firm marketing, not a verified AUM figure and not a QI File rating. Ask for today’s certificates, the live account title, and who can release the wire before a large transfer.

Notes

This is a QI custody file, not a securities offering. The legal name on the homepage and About page is Spectrum Exchange Corp. The public brand is Spectrum 1031. Spectrum Exchange Corp. is the intermediary that would hold 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: based in Arizona; national 1031 exchange qualified intermediary; family-owned and operated; bonded and insured. About: founded in 1995 by Claire and Rick Westberg in South Orange County, California; Claire completed her first exchange in 1978 and retired in 2020; Dawna Westberg and Jack Westberg continue the firm from Northern Arizona. No CES® marks on those bios. Company FEA membership is not on the homepage, Services, FAQs, or About pages opened 2026-09-14.

Homepage: funds are never co-mingled; a new FDIC-insured bank account is opened for every 1031 exchange. The bank is not named. Dual-signature / QEA wire control is not on the pages cited.

Services: delayed, simultaneous, and reverse. Homepage expertise line also includes reverse and build-to-suit. FAQs: a reverse exchange is structured by having All Real Property, Inc. (sister company to Spectrum Exchange Corp.) hold title to one of the exchange properties. Reverse and improvement are therefore yes.

FAQs: interest earned by the exchangor can only be disbursed when the exchange is complete; the QI or holding bank issues a 1099 for the year interest is actually paid.

Homepage markets “Over 2 Billion in 1031 Exchanges Processed Since 1995.” That is a firm marketing claim, not a verified AUM figure and not a QI File rating.

Office: 1593 S. Rio Verde Ln, Camp Verde, AZ 86322. Phone 928-284-9840. Fax 928-284-1478.

No public fee card, bond or E&O dollars, named CES® holder, or DST desk on the pages cited. Ask Spectrum Exchange Corp. for today’s insurance certificates, the live account title, the All Real Property, Inc. EAT papers on a reverse, and who can release the wire — then read those papers, not this summary.

Sources

Homepage — Spectrum 1031 / Spectrum Exchange Corp.2026-09-14
Services — Spectrum 10312026-09-14
FAQs — Spectrum 10312026-09-14
About / Team — Spectrum 10312026-09-14

Share a factual note

Prewritten LinkedIn text. No hype. No affiliate link.

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

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

Unknown on that file means unpublished, not a grade.

https://www.theqifile.com/firms/spectrum-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.