We want to facilitate your next 1031 exchange.
If a 1031 exchange may be part of your next investment property sale, Investor Access is free to join and built to help you know the QI team before timing gets urgent. Start with Steve's 20+ years of experience, direct team access, detailed training, expert webinars, an investor community, a 20% member discount, and referral rewards after eligible completed exchanges.
Free Investor Access
Join for free before your exchange.
Tell us where you are in the process so the team can send the right next step.
Why I created Investor Access
A short message from Steve on why investors should know their QI team before the next investment property sale.
Watch before you join
A quick explanation from Steve before you join.
Steve's video will give investors a clear overview of his 20+ years of 1031 experience, why Investor Access is free to join, and why it helps to know your qualified intermediary team before a sale or closing timeline becomes urgent.
"Start with the training, stay connected through monthly insights and webinars, then reach out to the team when your exchange timeline becomes more specific."Join for Free
Why Investor Access exists
This is not just a training. It is a direct path to choose your QI early.
If you may sell investment property, it helps to understand your 1031 options before the transaction is already moving. The training helps you learn, but Investor Access is designed to help you get familiar with a trusted qualified intermediary team, join useful investor conversations, and hear from expert partners before your next exchange becomes urgent.
Direct team access
Call in when you want to talk through your situation with the 1031 Federal Exchange team.
Monthly expert webinars
Join sessions with Steve, lenders, title companies, insurance professionals, and other guest experts who can help investors make sharper decisions.
Investor community access
Connect inside a private Skool community built for investors, QI questions, webinar reminders, and referral opportunities.
Detailed training included
Access the full training covering exchange structure, mistakes, BRRRR strategy, case studies, and advanced exchange topics.
Why access is free
A clear reason to start early.
Investor Access is free because 1031 Federal wants to build real relationships with investors before a sale or closing deadline makes the QI decision feel rushed. If you may be selling investment property, this gives you a way to learn, ask questions, and understand whether a 1031 exchange may help defer capital gains taxes on a qualifying transaction.
The free training is still valuable because it explains the structure, mistakes, case studies, BRRRR strategy, improvement exchanges, co-ownership issues, and reverse exchanges. But the bigger trust shift is this: if an investor likes the way Steve teaches and wants experienced QI support, they can start the relationship before a closing deadline forces a rushed decision.
Steve R. Wolterman, Esq.
Licensed attorney, Certified Exchange Specialist, founder of 1031 Federal Exchange, and qualified intermediary serving investors nationwide.
Meet the QI team
I do not want your first QI conversation to happen right before closing.
If a 1031 exchange may be part of your next sale, the goal is to know the team before timing gets tight. Steve brings 20+ years of 1031 exchange experience, attorney-level oversight, Certified Exchange Specialist credentials, and direct involvement in the exchange process.
Robert M.
$94,000 in capital gains deferred
Sold a duplex held for 11 years and rolled proceeds into a commercial property using a forward exchange.
Jennifer and Tom K.
$61,000 preserved to reinvest
Came in two weeks before closing with no QI in place and kept capital working in the next deal.
Marcus D.
BRRRR plus 1031 strategy
Used an improvement exchange to move from a single-family rental into a value-add multifamily property.
Included training
The training is included, but access is the reason to join.
The current 1031 Training Hub teaches investors how a 1031 exchange can help legally defer capital gains on qualifying investment property sales. Inside the full training, investors can review practical lessons and advanced strategy topics before talking with the team.
- How the 1031 exchange structure works and why investors misapply it
- Common tax-loss mistakes to avoid before selling investment property
- Real case studies involving six-figure capital preservation
- How BRRRR strategy can work alongside a 1031 exchange
- Improvement exchanges, co-ownership issues, and reverse exchange concepts
Member economics
The benefits are clear before the next exchange.
Investor Access should not feel like a coupon. The offer is ongoing access and education first, with meaningful financial benefits attached when an investor facilitates an exchange or refers another investor who successfully completes one.
Member discount
20%
Members can receive 20% off eligible exchange fees when facilitating with 1031 Federal Exchange.
Referral credit
$650
Up to $650 credit toward a future exchange when a referred investor successfully completes an eligible exchange.
Cash reward
$400
A $400 cash option for eligible completed referrals, subject to program terms and eligibility.
How it works
A cleaner path from ad click to qualified investor conversation.
01
Join Investor Access
Submit the short investor form so the team can understand where you are in the exchange process.
02
Start with training and the community
Get the full training, webinar invitations, monthly insights, and the option to join the Investor Access community after submission.
03
Talk through your situation
If you are selling, under contract, or buying replacement property, request a call with the team.
04
Use member benefits
Members can receive 20% off eligible exchange fees and referral rewards after eligible completed exchanges.
Investor access application
Tell the team where you are in the exchange process.
This form is intentionally short. The goal is to identify whether you are selling now, planning ahead, or simply learning, then give the team enough context to help you take the right next step.
Submitted investors should receive the training link immediately, then be routed by timeline, question type, discount interest, referral interest, and whether they may need a QI soon.
Free Investor Access
Join for free before your exchange.
Tell us where you are in the process so the team can send the right next step.