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FREE PROFESSIONAL GUIDE

Your Guide to Confidently Handling 1031 Exchanges

Don’t let missed details derail your next closing. Get the practical guide that helps real estate professionals understand the 1031 Exchange process.

Access Your Free Guide
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GUIDE OVERVIEW

Why This Guide Matters

Stay Ahead of the Curve

Whether a realtor or title agent, you’re a key player in every 1031 Exchange. But when deadlines are tight and coordination matters, even small oversights can have costly consequences.

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What You’ll Learn

Inside the 1031 Guide, You’ll Discover:

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Key Steps and Timelines

 
Learn the essential steps and critical timelines for a successful 1031 exchange.
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Qualified Intermediary
 
Understand why you need to work with a Qualified Intermediary (QI) and their role.
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Your Role as an Agent
 
Discover your specific role as a title agent or closer in a 1031 exchange.
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Find Opportunities
 
Learn how you can help clients identify and find 1031 exchange opportunities.
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Real-World Examples
 
Explore practical examples and success stories from actual transactions.

 

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Success Stories
 
Read inspiring success sotries and learn from proven strategies.

Working With Equity 1031 Exchange

When you entrust your client’s business to Equity 1031 Exchange, you know you’re in the right hands:

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Equity 1031 Exchange is a qualified intermediary (QI) with over 50 years of combined experience in facilitating 1031 exchanges. Our team includes 2 Certified Exchange Specialist® (CES®).
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Each client works with a team member who guides them through the entire exchange, addressing concerns and ensuring a seamless experience.
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Our business has thrived on the strength of referrals from real estate professionals like yourself. We recognize the importance of collaboration and are committed to maintaining and fostering these relationships.
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Client protection is paramount at Equity 1031 Exchange. We maintain a fidelity bond and a professional insurance policy from an independent insurance underwriter to safeguard our clients and their funds.
Your Clients Are Counting On You To "Get It Right"
 
 

While we need to speak directly with the client before completing the exchange, we can address any questions you might have and explain the steps to get started.

By working with Equity 1031 Exchange, you gain access to our dedicated team committed to ensuring your clients’ success.

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Call Us Nationwide (239) 333-1031

Equity 1031 Exchange’s role as Qualified Intermediary is limited to acting as qualified intermediary within the meaning of Regulations section 1.1031(k)-1(g)(4) for Federal and state income tax purposes. In this regard, Equity 1031 Exchange is not providing other legal, investment, or due diligence services. The taxpayer/exchanger must direct all investment transactions and choose the investment(s) for the exchange. Nothing contained herein shall be construed as investment, legal, tax or financial advice or as a guarantee, endorsement, or certification of any investments, legal effect or tax consequences of the transfer, conveyance and exchange of the Relinquished Property and/or the Replacement Property.

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