Premium Only Content

EP 29 - Unraveling the Mystery of Choosing a 1031 Exchange Qualified Intermediary
Most 1031 Exchange Qualified Intermediaries have NO government or regulatory oversight. The industry just does not have a regulatory body that is authorized to oversee, license or regulate 1031 Exchange Qualified Intermediaries. Selecting a Qualified Intermediary for your 1031 Exchange transaction is complex and confusing. Qualified Intermediaries are not created equal. We demystify the due diligence needed for the careful selection of a 1031 Exchange Qualified Intermediary. Discussion includes a breakdown of the role of the Qualified Intermediary, identifying and evaluating the risks of using a Qualified Intermediary, technical issues, their internal policies, procedures and audit controls, the use of separated, segregated Qualified Trust Accounts, investment and safeguarding of client 1031 Exchange funds, errors and omissions insurance, fidelity bond coverage, financial institution insurance bond, suggested due diligence questions, and possible avenues to become licensed and regulated?
Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode.
Host:
William L. Exeter
Chief Executive Officer
Exeter 1031 Exchange Services, LLC
(619) 239-3091
wexeter@exeterco.com
#TheExeterGroup #Exeter1031 #WilliamLExeter #1031Exchange #QualifiedIntermediary #QI #QualifiedTrustAccounts #QTA
-
2:03:51
TimcastIRL
6 hours agoTrans Minneapolis Shooter BLAMED Massacre On Mom & Gender Transition | Timcast IRL
169K279 -
47:29
Man in America
12 hours agoIT DOESN'T ADD UP: The Trans Shooter's Story Is FULL of Holes
39K39 -
3:59:36
StevieTLIVE
6 hours agoFriday Night Warzone HYPE
33.9K1 -
3:47:10
SynthTrax & DJ Cheezus Livestreams
1 day agoFriday Night Synthwave 80s 90s Electronica and more DJ MIX Livestream Michael Jackson / AI Art Compilation Edition
39.9K -
1:03:57
Sarah Westall
6 hours agoMara Lago Accord Joins the Fed, Fed Waves the White Flag & more w/ Andy Schectman
22K -
2:44:12
I_Came_With_Fire_Podcast
1 day ago*BREAKING* Special Guest Katarina Szulc
32K5 -
3:22:20
megimu32
6 hours agoOFF THE SUBJECT: FAFO Friday! Bodycams & Mario Kart Mayhem!
21.6K4 -
55:36
Flyover Conservatives
1 day ago4 Strategies to Create Opportunity from Nothing - Clay Clark | FOC Show
27.3K -
1:49
Gaming on Rumble
11 hours agoWhat is the Rumble Creator Program!?!? (Active Premium Creators) | Lvl UP
27.3K2 -
5:56:26
Midnight In The Mountains
8 hours agoGaming w/ PER·SE·VER·ANCE | Midnights Play Fortnite | Split Screen Action!
18.2K2