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Computershare

Global leader in financial services administration.

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Overview

Computershare is a large, publicly traded global financial services company. Among its vast array of services, its Corporate Trust division can act as a Qualified Intermediary for 1031 exchanges. Leveraging its status as a major trust company, Computershare offers a high level of security and institutional-grade processes for handling exchange funds. This service is typically geared towards corporate and institutional clients or very high-net-worth individuals.

✨ Key Features

  • Qualified Intermediary services from a major trust company
  • High level of fund security and institutional oversight
  • Global presence and financial stability
  • Expertise in complex corporate transactions

🎯 Key Differentiators

  • Part of a massive, publicly traded global financial services firm
  • Institutional-grade security and compliance infrastructure
  • Broad trust and agency service offerings beyond just 1031 exchanges

Unique Value: Offers the unparalleled security, compliance, and financial stability of a global corporate trust company to safeguard 1031 exchange funds.

🎯 Use Cases (3)

Large, institutional-grade 1031 exchanges Corporate clients divesting real estate assets Simple exchanges for clients who prioritize the security of a large, public trust company

✅ Best For

  • Acting as a QI for corporate real estate transactions.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small investors who may find the corporate structure less personal and potentially more expensive.

🏆 Alternatives

IPX1031 Exeter 1031 Exchange Services (via Exeter Trust) Other bank and trust companies

Provides a level of institutional security and oversight that is a step above even the largest specialized QIs.

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 ✓ SOC 2 ✓ ISO 27001

💰 Pricing

Contact for pricing
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