Choosing a Qualified Intermediary: What to Look For

Your intermediary holds your money. Choose carefully.

Your qualified intermediary temporarily holds the full proceeds of your property sale. That makes this one of the most important decisions in your exchange, yet many investors choose based on price alone. Here is what actually matters.

Security of your funds

Look for an intermediary that holds funds in segregated, qualified escrow accounts rather than commingled operating accounts. Ask directly how your funds are held and protected while your exchange is in process.

Experience with your exchange type

Forward exchanges, reverse exchanges, and improvement exchanges each carry different rules and risks. Make sure your intermediary has direct experience facilitating the specific structure your deal requires.

Clear, transparent documentation

Your intermediary should provide complete exchange agreements, assignment documents, and closing coordination without confusion or delay. If the paperwork feels vague, that is a warning sign.

Responsiveness under deadline pressure

With 45 and 180 day clocks running, you need a team that answers calls, tracks your deadlines proactively, and coordinates directly with your closing agents and advisors.

What our clients can expect

Our team combines secure escrow handling, nationwide experience across every exchange type, and direct coordination with your advisors, so your exchange stays on track from start to finish.