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    Fees

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    Regular, Delayed, and Simultaneous Exchanges

    1031 Exchange Service fee for Regular or Simultaneous (same title company) Exchange: $750

    Simultaneous (separate/different title companies): $850

    The 1031 Exchange Service Fee covers the entire exchange of one Relinquished Property for one Replacement Property. The service fee for each additional Relinquished or Replacement Property is $450 each.

    1031 closing documentation needed with less than 2 business days notice, will incur an additional $100 Service Fee.
    Intermediary will retain any interest earned on the 1031 Exchange Proceeds while held in the qualified escrow.
    Intermediary shall also charge a $50 fee each time Exchanger requests exchange proceeds for anything other than at closing.

    Reverse Exchanges

    1031 Exchange Service Fee Schedule for Reverse 1031 Exchanges: $4000

    The 1031 Exchange Service Fee covers the entire exchange of one Replacement Property for one Relinquished Property. The fee for each additional Relinquished or Replacement Property is $450.

    1031 closing documentation needed with less than 2 business days notice, will incur an additional $100 Service Fee.
    Intermediary will retain any interest earned on the 1031 Exchange Proceeds while held in the qualified escrow.
    Intermediary shall also charge a $50 fee each time Exchanger requests exchange proceeds for anything other than at closing.

    Improvement Exchanges

    1031 Exchange Service Fee Schedule for Improvement Exchanges: $4500

    Exchanger’s Bank of Choice Option: We normally use a national bank with whom we have a long-standing working relationship, however any Exchanger may elect that Equity Exchange LLC hold the 1031 Exchange Proceeds held in Exchanger’s bank of choice; however, Equity Exchange LLC will charge a $175 additional fee for this option.

    1031 closing documentation needed with less than 2 business days notice, will incur an additional $100 Service Fee.
    Intermediary will retain any interest earned on the 1031 Exchange Proceeds while held in the qualified escrow.
    Intermediary shall also charge a $50 fee each time Exchanger requests exchange proceeds for anything other than at closing.

    Option for Bank or Securities Firm of Choice

    Exchanger may elect to have funds held in his or her bank or securities firm of choice. There is a $175 additional fee for this option.

    Since 1994 EQUITY EXCHANGE LLC has acted exclusively as a Qualified Intermediary handling 1031 exchanges across the United States. We make exchanges safe, quick, and defensible in the eyes of the IRS.
    Copyright © 2023 Equity Exchange LLC. All rights reserved.
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