Your 1031 Exchange
Resource for Every Client

Help Your Clients Exchange With Confidence

When a client tells you they’re considering a 1031 exchange, having an experienced Qualified Intermediary ready can help keep the transaction moving and ensure important exchange requirements and deadlines aren’t overlooked.

1031 Exchange Network works with real estate professionals and their clients nationwide, providing experienced guidance, secure handling of exchange proceeds, and responsive support from the sale of the relinquished property through acquisition of the replacement property.

Whether your client is preparing to list, already in escrow, searching for replacement property, or simply trying to understand their options, we’re here to help.

REFER A CLIENT TALK TO A 1031 SPECIALIST

No pressure. No obligation. We’re happy to answer questions before your client begins an exchange.

A 1031 Partner That Makes Your Job Easier

You already have enough moving pieces in a real estate transaction.

Our role is to handle the Qualified Intermediary side of the exchange while keeping you and your client informed throughout the process.

When you refer a client to 1031 Exchange Network, you gain an experienced resource who understands the importance of communication, deadlines, documentation, security, and keeping the transaction moving toward closing.

Flat $895 Standard Exchange Fee

Straightforward pricing with no hidden exchange fees for a standard forward exchange.

Dedicated, Interest-Bearing Accounts

Exchange proceeds are maintained in dedicated, segregated accounts while the exchange is in progress.

Up to $250 Million in FDIC Insurance Available

We take the security of your client’s exchange proceeds seriously, with substantial FDIC insurance availability for qualifying deposits.

$5 Million Fidelity Bond

Additional protection designed to provide greater confidence when substantial exchange proceeds are being held.

$5 Million E&O Coverage

Professional errors and omissions coverage provides an additional layer of protection.

Nationwide 1031 Exchange Service

Have a client selling in California and buying in Texas? Or selling an investment property in Arizona and replacing it in Florida?

No problem.

We facilitate exchanges nationwide.

Available 7 Days a Week

Real estate doesn’t always operate Monday through Friday. Neither do we.

When questions arise, our team is available seven days a week.

Your Client Is Still Your Client

Referring a client to a Qualified Intermediary shouldn’t mean losing control of the relationship.

We work alongside Realtors, brokers, escrow officers, title professionals, attorneys, CPAs, lenders and other members of your client’s transaction team.

Our role is specific: facilitate the 1031 exchange and help keep the exchange process organized and moving forward.

We don’t sell real estate. We help your client exchange it.

When Should You Introduce Your Client to a Qualified Intermediary?

Ideally, before the relinquished property closes.

A Qualified Intermediary generally needs to be involved before the seller receives or has constructive receipt of the proceeds from the relinquished property.

If your listing agreement, purchase contract or client conversation includes the words “1031 exchange,” that’s a good time to introduce us.

Your client doesn’t need to have identified their replacement property before talking with us.

Starting the conversation early gives everyone more time to understand the exchange structure, responsibilities and critical deadlines.

REFER YOUR CLIENT

When Should You Introduce Your Client to a Qualified Intermediary?

The Two Deadlines Every Realtor Should Know

Timing is one of the most important parts of a 1031 exchange.

45 Days

The exchanger generally has 45 calendar days after the transfer of the relinquished property to identify potential replacement property in writing in accordance with applicable 1031 requirements.

180 Days

The exchanger generally has 180 calendar days after the transfer of the relinquished property to complete the acquisition of the replacement property, subject to applicable tax-return filing deadlines and extension rules.

These periods generally run concurrently.

That means the 180-day period doesn’t begin after the 45-day identification period ends.

The clock starts when the relinquished property is transferred.

Because individual circumstances can affect an exchange, clients should consult their tax and legal advisors regarding their specific situation.

How the 1031 Exchange Process Works

Introduce Your Client

Complete our Refer a Client form or call our exchange team. We’ll make the process easy for both you and your client.

We Discuss the Exchange

We’ll speak with your client about the potential exchange, explain our role as Qualified Intermediary, gather the information necessary to establish the exchange, and coordinate with the appropriate transaction professionals.

Relinquished Property Closes

The exchange is structured before closing, and the exchange proceeds are transferred to the Qualified Intermediary rather than being received directly by the exchanger.

45-Day Identification Period

Your client identifies potential replacement property in accordance with applicable 1031 identification requirements. This is where you, as their real estate professional, can play an especially important role.

Replacement Property Closes

We coordinate the Qualified Intermediary portion of the replacement-property transaction and the release of exchange proceeds in accordance with the exchange documents.

Exchange Completed

Once the replacement-property transaction and exchange requirements are completed, we provide the appropriate exchange documentation for your client’s records and tax professionals.

More Than Standard Forward Exchanges

Not every exchange is straightforward. 1031 Exchange Network can assist with:

Forward 1031 Exchanges
Sell first and acquire replacement property afterward.
Reverse 1031 Exchanges
Acquire the replacement property before completing the sale of the relinquished property.
Build-to-Suit / Improvement Exchanges
Use exchange proceeds toward qualifying improvements to replacement property within the exchange structure.
Multiple-Property Exchanges
Exchange one property for multiple replacement properties or multiple relinquished properties into another investment structure, subject to applicable requirements.
Complex 1031 Exchanges
When the transaction doesn’t fit neatly into a standard exchange, contact us early so we can discuss the situation with the client and their advisors.

DISCUSS AN EXCHANGE

Have a Client Considering a 1031 Exchange?

Simply make the introduction.

We’ll speak with your client, learn more about the proposed transaction, explain the Qualified Intermediary process, and encourage them to involve their tax and legal advisors where appropriate.

There is no obligation simply to have a conversation.

Have a Client Considering a 1031 Exchange?

Don’t Have Permission to Share Your Client’s Information?

No problem.

Send your client directly to 1031 Exchange Network or contact us first and we’ll provide information you can forward to them.

Call: 877-383-2420

Email: info@1031exchangenetwork.com

CONTACT OUR 1031 TEAM

Why Realtors Choose 1031 Exchange Network

Your reputation matters when you introduce another professional to a client.

That’s why we’ve built our service around the things that matter to both Realtors and investors:

Experience. Security. Communication. Accessibility. Straightforward pricing.

Our team brings more than 50 years of combined experience and works with real estate professionals and investors throughout the United States.

We’re here to make the exchange portion of the transaction easier, not more complicated.

Become the Realtor Your Investment Clients Remember

Knowing when to recognize a potential 1031 exchange opportunity can add tremendous value to your client relationships.

You don’t need to become a 1031 tax expert.

You simply need to recognize the opportunity, encourage the client to speak with their tax and legal advisors, and bring in an experienced Qualified Intermediary before it’s too late.

When the situation arises, make 1031 Exchange Network your first call.

Flat $895 Standard Exchange Fee | Nationwide Service | Available 7 Days a Week

REFER A CLIENT CALL 877-383-2420

1031 Exchange FAQs for Realtors

A Qualified Intermediary, often called a QI, is an independent party that facilitates a 1031 exchange by entering into the appropriate exchange agreement, receiving and holding exchange proceeds, and coordinating the transfer of those proceeds as part of the replacement-property transaction.

As early as possible and generally before the relinquished property closes. If a seller tells you they’re considering a 1031 exchange, that is an excellent time to make the introduction.

Not necessarily. In a typical delayed exchange, the replacement property is identified after the relinquished property transfers, subject to the applicable identification rules and deadlines.

Generally, potential replacement property must be properly identified within 45 calendar days after the transfer of the relinquished property.

Generally, the replacement property must be acquired within 180 calendar days following the transfer of the relinquished property, subject to applicable tax-return filing deadlines and extension rules.

Potentially, yes. The Internal Revenue Code and Treasury Regulations provide identification rules that can permit multiple replacement properties. The appropriate structure depends upon the transaction.

A reverse exchange may be an option when replacement property needs to be acquired before the relinquished property is sold. Reverse exchanges are more complex and should be discussed with the Qualified Intermediary and the client’s tax and legal advisors as early as possible.

Absolutely. We regularly coordinate with the professionals involved in a client’s transaction. Clients should rely on their own tax and legal advisors for individualized tax and legal advice.

No. We’re happy to have an initial conversation and answer questions about our Qualified Intermediary services without obligation.

Absolutely. We want to be a resource for real estate professionals. If you’re working on a transaction and something doesn’t look straightforward, contact us as early as possible.

A Better 1031 Resource for You and Your Clients

Whether you’re working on your first 1031 transaction or your hundredth, you don’t have to handle the exchange questions alone.

Give your clients access to an experienced Qualified Intermediary while you remain focused on what you do best: helping them successfully buy and sell real estate.

1031 Exchange Network
877-383-2420
info@1031exchangenetwork.com
Nationwide 1031 Exchange Services

REFER A CLIENT TALK TO A 1031 SPECIALIST

Your 1031 Exchange
Resource for Every Client

Help Your Clients Exchange With Confidence