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1031 Exchange QI Fee Calculator

QI facilitators charge for exchange-related services.

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Total QI fee

$5,800

Fee % of exchange

0.000%

Transaction fees total

$2,300

How the math works

Total = base + transaction + wire handling.

$3.5k + $1.5k + $800 = $5.8k total QI fee. 0.048% of $12M exchange value.

How to Use

  1. Enter exchange value.
  2. Enter QI base fee.
  3. Enter transaction fees.
  4. Enter wire and handling.
  5. Read total QI cost.

Frequently Asked Questions

QI fee range?

Base exchange: $1000-2500 for small. $2500-5000 for standard institutional. $5k-15k for complex (reverse, improvement, multi-property). Premium QIs (Asset Preservation, Accruit, First American): higher but stronger protections.

Services included?

QI document preparation. Exchange funds holding and investment. 45-day and 180-day deadline tracking. IRS Form 8824 preparation. Communication with all parties. Small/quick exchanges: flat fee. Complex: hourly.

QI selection?

Bonding: $1M-25M+ coverage per exchange. Errors & omissions insurance. Years in business. Tax ID. Audit results. Interest earned on funds (some QIs return, others retain). Dismiss any QI using exchange funds for lending.

How often should I rerun this?

Rerun this calculator whenever inputs change materially — new rent roll data, rate moves, loan balance updates, or quarterly operating data. For active deals, monthly refresh is typical. For stabilized assets under monitoring, quarterly is fine. Treat the output as a decision tool, not a one-time answer — market conditions evolve and so should your analysis.

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