Partnering with Equity 1031 Exchange
Equity 1031 Exchange is a premier 1031 exchange partner and provides professional, personalized service in working with real estate professionals and their clients. As a trusted, qualified intermediary since 1994, we are dedicated to educating realtors, title agents, attorneys, and their clients on the rules and processes of 1031 exchanges.
Earn $225 for Every Client You Refer!
From now until 12/31/24, refer your contacts to Equity 1031 Exchange and get rewarded for your great service and advice. No need to be the expert— sign up for our referral program, Referral Rock, and we’ll handle the rest. Receive $225 upon the first property closing in the exchange.
Realtors and Brokers
Uplevel Your Client Service
Adding Equity 1031 Exchange to your circle of experts will enhance your professionalism.
You don’t have to know it all, especially when you have a trusted QI that does.
Title Agents & Closers
Understand The Process
Connect with Equity 1031 Exchange to learn the basics of how to close on a deal where a 1031 Exchange is involved.
We’ve figured out a few tricks to make it pretty simple and we look forward to sharing our knowledge with you.
Why do 1031 Exchanges Matter?
ECONOMIC BENEFITS
1031 exchanges play a crucial role in encouraging reinvestment and stimulating real estate transactions. They allow investors to diversify or consolidate holdings and shift to different like-kind properties without incurring unnecessary taxes. This flexibility stimulates various economic sectors by postponing capital gains taxes and encouraging transactions that might otherwise be abandoned or delayed. By preserving cash flow and eliminating the need for liquidation of other assets or increased debt financing, 1031 exchanges fuel the real estate market through increased buying and selling activities.
CLIENT BENEFITS
Being knowledgeable about these exchanges not only enhances your reputation with clients but can also lead to increased referrals from satisfied clients. Proactively identifying opportunities for clients who can benefit from 1031 exchanges demonstrates your expertise and commitment to their financial success, further solidifying your professional relationships and reputation.
FINANCIAL BENEFITS
1031 exchanges can significantly boost commissions for real estate professionals. The tax savings achieved through these exchanges allow more funds to become available for the purchase of replacement property. Consequently, the higher the value of the replacement property, the greater the commission earned by the real estate professional. Moreover, because 1031 exchanges involve two properties instead of one, there is the opportunity to earn a second commission.
Navigating 1031 Exchanges: Your Role
Here are the ways you can help facilitate a 1031 exchange:
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REAL ESTATE BROKERS
- Identify when a 1031 exchange may be an option for your client.
- Coordinate with the Qualified Intermediary (QI) in accordance with 1031 exchange rules.
- Introduce customers to the right partners that will help them utilize a 1031 exchange
- Provide market insights and property valuations for clients to make informed decisions.
- Maintain thorough documentation of all transactions.
- Assist with any requirements/corrections to transaction documents such as Purchase and Sale Agreements.
- Help clients identify potential replacement properties.
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TITLE AGENTS
- Coordinate closely with the Qualified Intermediary (QI) to ensure proper handling of funds.
- Follow the instructions of the QI and prepare the documents under the QI’s instructions
- Direct clients to their QI promptly if there are any client concerns or questions to be addressed.