Qualified Intermediary Coordination
Secure custodial oversight and wiring discipline that preserves every exchange milestone from contract to closing.
Frequently Asked Questions
Do I need a qualified intermediary for my Washington DC exchange?
Yes. IRS regulations require a qualified intermediary to hold exchange proceeds. We coordinate with trusted intermediaries to ensure secure fund custody and proper documentation for Washington DC investors. The intermediary holds funds between the sale of your relinquished property and purchase of replacement property.
How do you coordinate with qualified intermediaries for Washington DC exchanges?
We coordinate with qualified intermediaries to ensure proper exchange documentation, secure fund custody, and timely wire transfers. Our team works with intermediaries, escrow companies, and closing agents to sequence every milestone for Washington DC investors. We ensure all IRS requirements are met while maintaining control over the exchange process.
What happens if the qualified intermediary fails in Washington DC?
We work only with qualified intermediaries that maintain proper insurance, bonding, and custodial accounts. For Washington DC investors, we verify intermediary credentials and ensure funds are held in segregated accounts. While we coordinate with intermediaries, we are not a qualified intermediary ourselves.