Our Fees and Interest Paid on Exchange Funds Interest Earned on Exchange Funds
Our clients earn a competitive rate on their 1031 exchange proceeds. All interest earned is paid at the end of the exchange period. The interest rate may change every Wednesday and on the first business day of each month.
The Delayed Exchange fees may vary based on the value and complexity of the exchange.
Reverse & Improvement Fees (Title Holding Fees):
Title holding fees are payable at the closing of the property being purchased. Exchange fees are payable in addition to title holding fees at Relinquished and Replacement Property closings as described above for "forward exchanges". If improvements are made while we are in title, an additional $1,000 per $1,000,000 in construction value is assessed. The Reverse Exchange fees may vary based on the value, location and complexity of the exchange.
Strategy and Consultation
Our services include strategy and consultation throughout your exchange at no additional fee.