Qualified Intermediary
Universal Pacific 1031
Universal Pacific 1031 Exchange
- FEA membership
- FEA member
- CES® holders
- Not published on cited pages
- Fidelity bond
- Not published on cited pages
- E&O / other cover
- Firm states it carries errors and omissions insurance and a fidelity bond; dollar limits are not published on the cited page and are omitted here.
- How funds are held
- Segregated
- Dual-signature wires
- Wire controls unknown
- Reverse / improvement / DST
- Reverse Yes · Improvement Yes · DST Unknown
- Last sourced
- 2026-09-04
Published coverage notes
Firm states it carries errors and omissions insurance and a fidelity bond; dollar limits are not published on the cited page and are omitted here.
Fund handling
Sale proceeds are held in a segregated trust account at a major institutional bank and are not commingled with operating funds. Daily reconciliation reports and audit trails are available on request.
Fee structure
Firm says it uses flat-fee pricing with no junk charges. It publishes typical market ranges of $850–$1,500 for a forward delayed exchange and $6,000–$12,000 for reverse/improvement EAT structures, with the final quote set after consultation.
Who it is for
Nationwide QI since 1989. Markets to investors, CPAs, attorneys, brokers, and title/escrow teams. Led by licensed CPAs, per the firm. Build-to-suit and multi-property work are described on the QI page.
Verdict
An independent, CPA-led QI that publishes FEA membership and a segregated trust account, then leans on content marketing (city pages, ‘near me’ SEO) rather than a numeric insurance stack. Bond and E&O exist, amounts do not — that is the first request on a live file. Flat-fee language is useful; confirm whether interest on the trust account is yours, theirs, or split. CES® is discussed as an industry credential, not claimed as staff on the cited page.
Notes
Universal Pacific 1031 Exchange has provided QI services since 1989, per its QI page. The same page is the source for FEA membership, the segregated trust account, E&O and fidelity bond (no limits), CPA staff, and the fee ranges.
The legal entity name behind the trade style is not printed on that page and is omitted.