Qualified Intermediary
Equity 1031
Equity 1031 Exchange · Parent: Equity Trust Company
- FEA membership
- FEA member
- CES® holders
- Samantha Tennant, CES®
- Fidelity bond
- Not published on cited pages
- E&O / other cover
- Firm states it maintains a fidelity bond and a professional insurance policy from an independent underwriter; dollar limits are not published on the cited pages and are omitted here.
- How funds are held
- Segregated
- Dual-signature wires
- Dual-sign optional
- Reverse / improvement / DST
- Reverse Yes · Improvement Yes · DST Unknown
- Last sourced
- 2026-09-04
Published coverage notes
Firm states it maintains a fidelity bond and a professional insurance policy from an independent underwriter; dollar limits are not published on the cited pages and are omitted here.
Fund handling
Escrow funds are placed in segregated escrow accounts for the exchanger’s benefit and are never commingled. Funds are not invested; they sit in a separate money-market account at an FDIC-insured institution. The exchanger’s second signature can be added for additional security.
Who it is for
Forward, reverse, and improvement exchanges. The firm says it has handled exchanges from under $100,000 to over $10 million, nationwide. Parent Equity Trust is a self-directed IRA custodian — a different product line from the QI.
Verdict
A mid-size QI sitting next to a self-directed IRA shop, not a title underwriter. The published custody practice is clean: segregated, not invested, optional second signature. Unpublished bond limits are a gap. Two CES® on staff (Samantha Tennant named on an Equity Trust press release) is better than ‘CES somewhere in the building,’ still ask who runs your file. Do not confuse IRA custody at Equity Trust with 1031 escrow at Equity 1031 Exchange.
Notes
Equity 1031 Exchange is presented as “an Equity Trust Company” Qualified Intermediary. The 2025 investor guide is the primary custody source: segregated escrow, no commingling, no investment of proceeds, optional second signature.
The CES press release states Samantha Tennant earned CES® and that the firm then had two CES® designees. The second name is not published on that release and is omitted.