Real estate agents who understand 1031 exchanges have a significant competitive advantage. When you can explain the tax benefits of a 1031 exchange to your investor clients, you become a trusted advisor — not just a transaction facilitator. We partner with agents across the country to help them serve their clients better.
Why Agents Should Know 1031 Exchanges
Many investors are reluctant to sell because they don't want to pay capital gains taxes. When you can show them how a 1031 exchange eliminates that obstacle, you unlock transactions that would otherwise never happen. This means more listings, more sales, and more referrals.
- Unlock reluctant sellers who fear capital gains taxes
- Become a trusted advisor to your investor clients
- Generate more listings and buyer transactions
- Earn referrals from CPAs and attorneys
How We Partner with Agents
We work closely with real estate agents to educate their clients about 1031 exchanges. We're available for three-way calls with your clients, can provide educational materials for your investor clients, and will always refer business back to you when we work with your clients.
Important: Agents Cannot Be the QI
The IRS prohibits agents, brokers, and other parties who have a financial interest in the transaction from serving as the qualified intermediary. This is why your clients need an independent QI like 1031 Federal Exchange.
1031 Exchanges for Real Estate Agents: Grow Your Investor Business
Steve explains how real estate agents can use 1031 exchange knowledge to unlock more transactions, serve their investor clients better, and build a referral network with CPAs and attorneys.
Ready to Get Started?
Call us at 866-455-7281 or contact us online to schedule a free consultation. Located in Loveland, Ohio, we serve clients nationwide.
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866-455-7281434 W Loveland Ave. Loveland, OH 45140
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