Real Estate Trust services
Escrow & Paying Agent Solutions
Trusted Execution for Every Property Transaction
In real estate, trust is everything. Whether you’re acquiring, selling, or financing property—locally or internationally—you need a reliable third party to secure funds, protect interests, and ensure seamless execution. At Psagot Equity, we act as your trusted partner at every stage of the transaction.
We don’t just safeguard your funds—we make deals happen.
Professional Expertise, Powered by Technology
Our team includes senior professionals in law, accounting, economics, compliance, regulation, and financial technology, all working together to execute your real estate transaction with precision, transparency, and speed.
We’ve built a proprietary digital platform that simplifies complex processes and supports transactions in multiple currencies and structures. With competitive pricing, a reputation for excellence, and a strong client base across the real estate and financial sectors, Psagot Equity is your strategic partner for trusted deal execution.
Removing Friction from Your Property Deal
Our secure, innovative platform has been designed to handle everything for you—from onboarding to document management and reporting, with clear processes and real-time updates.
It is:
- User-friendly: Enables you to manage your deal easily, with guided flows for each stage.
- Compliant: Built to meet Israeli and international regulatory standards.
- Transparent: Provides a real-time dashboard with full visibility into every transaction stage.
- Secure: Backed by advanced encryption and industry-leading data protection protocols.
With Psagot, your transaction is always under control—and always moving forward.
Personalized Guidance, from Start to Finish
Every transaction is unique. That’s why we assign a dedicated trust professional to guide you and your counterparties throughout the process.
We coordinate documentation, verify compliance requirements, and ensure that each party’s needs are met—professionally, confidentially, and efficiently. Communication is tailored to your preferences, and support is available at every step.
Fast, Compliant Onboarding
Our onboarding solution is fast, intuitive, and custom built for the real estate market.
Combining local regulatory expertise with cutting-edge technology, we ensure:
- Compliance with Israeli tax, AML, and currency regulations
- Automated validation and documentation workflows
- Error-free execution and minimized manual effort
Whether you’re a buyer, seller, developer, lender, or investor—our platform gets your deal moving, without delay.
Our Services
01
Real Estate Escrow Administration
Complex real estate deals—from development projects to single-asset transactions—require structured financial oversight. We provide fully-customized trust and escrow accounts, designated to meet the needs of specific property transactions, ensuring regulatory compliance, secure handling of funds, and smooth fund release on milestone achievement.
02
Capital Raising & Project Fund Management
Whether you’re raising equity for a residential project or managing investor proceeds in a commercial venture, our trust services offer secure custody of funds, clarity on fund flows, and full alignment with investor agreements. We act as a central, trusted intermediary between project sponsors and financiers.
03
Regulatory Escrow & Withholding Agent
We manage tax withholding and approval processes in accordance with Israeli tax law, including handling Form 50 approvals and release protocols. In cases involving foreign parties or legal uncertainty, we provide a neutral escrow framework that provides legal and financial comfort to all sides.
04
Currency Exchange & Dedicated Bank Accounts
Property deals often require currency conversion and multi-jurisdictional payments. As part of the Psagot Investment House, we offer competitive forex solutions, low banking fees, and tailored account structures to manage deal-related fund transfers efficiently and cost-effectively.
Built on Relationships. Driven by Results.
At Psagot Equity, we believe in trust that lasts beyond a single deal.
We work closely with real estate developers, law firms, financial institutions, and high-net-worth clients to deliver value-added trust solutions that adapt to your business model—not the other way around.
Let’s build something solid, together.