By now, you have probably heard the term, Qualified Intermediary (QI) when it comes to a 1031 exchange, but you may not know what that means. That’s okay. Most first-time 1031 exchangers don’t.

This valuable tip sheet will explain a QI’s duties and responsibilities, offer insight into what to look for, and provide questions to ask when determining the right QI for your exchange. Some important questions include:

  • Year of experience in 1031 exchange industry?

  • How client funds are held during the transaction?

  • Does the QI maintain errors and omissions insurance?

Download your copy of Important Topics to Consider When Selecting a QI today to familiarize yourself with the QI evaluation and selection process for your 1031 exchange.

QI-C copy-FULL

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