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Exchange Services, LLC

With Exchange Services, your proceeds are held in an FDIC-insured qualified trust bank account—with or without interest—or a fully collateralized qualified trust account. Zions Bank is the trustee. You are the beneficiary.

Additional Information

  • Segregated funds: Yes
  • FDIC Insured accounts: Yes
  • Bonded or Insured: Yes
Average Price per Exchange <$500,000: $ 1000
Type of client: REIT Institutional Syndicate Multi-Family Single-Family Commercial Residential Retail Office Medical Duplex Townhouse Condo Land Mobile Home Other
Exchange type expertise: Forward Exchange Reverse Exchange Build to Suit/Construction Exchange Leasehold Improvement Exchange Mixed Use Exchange Simultaneous Exchange
Account structure: All accounts with Zions Bank

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