Questions to Ask Your Qualified Intermediary

A comprehensive interview guide to help you select the right QI for your 1031 exchange

30+ Essential Questions
Organized by Category
Note-Taking Space
Built-in Scoring Rubric

What's Inside This Guide

Experience & Credentials

Verify qualifications and track record

8 questions

Fund Security & Protection

Ensure your funds are properly safeguarded

7 questions

Service & Process

Understand communication and support

9 questions

Fees & Terms

Get transparent pricing information

5 questions

References & Due Diligence

Verify reputation and performance

4 questions

Sample Questions from Each Category

How to Use This Interview Guide

1

Download & Print

Print multiple copies to evaluate several QI candidates

2

Schedule Interviews

Set up calls with 3-5 QI candidates

3

Take Detailed Notes

Use the note space to record answers and your impressions

4

Apply Scoring Rubric

Rate each QI using the built-in evaluation criteria

5

Make Your Decision

Compare scores and choose the QI that best fits your needs

Why This Guide Matters

Your QI holds your money

During the exchange period, your QI may hold hundreds of thousands or millions of dollars. Choosing the wrong QI could jeopardize your entire exchange.

Protect Your Funds

Verify security measures and insurance coverage

Avoid Delays

Choose QI with proven processes and good communication

Ensure Compliance

Work with qualified experts who know the regulations

Ready to Find the Right QI?

Download your free interview guide and start evaluating candidates today