1031 Tax Exchanges, What an Agent Needs to Know

Why it’s important for an agent to learn about 1031 Tax Deferred Exchanges?

As real estate professionals, the biggest part of our Unique Value Proposition is what we know!

Whether or not you ever have a client that does an exchange, just knowing how an exchange works and why it’s beneficial for real estate investors will help you grow your business.

Having a greater knowledge of real estate tactics and strategies will help set you apart from your competition and get you into more meaningful conversations with potential clients.

Never have so many people become real estate investors.

1. Across the US, approximately 10.6 million taxpayers claimed rental income in 2022. That’s a lot of potential business.

2. The average landlord owns 3 properties.

Create More Business

1. Helping a seller with an exchange could potentially lead to 2 or more sales in the exchange.

2. Create repeat and referral business with high-net-worth investors as you become their realtor of choice.

Help Yourself

1. Additionally, your understanding of a 1031 will help you understand how you can use a 1031 Exchange to build your own real estate dynasty.

What you’re going to learn in this class?

1. We will thoroughly review the rules of a 1031 Exchange.

2. We will discuss your role as an agent in a 1031.

3. We will discuss how to build your 1031 team of experts to assist with the process.

4. You will learn about Capital Gains in real estate.

5. You will learn about why investors should consider a 1031.

6. We will dissect the process of a “Delayed Exchange” and your role in each step.

7. And finish up with a brief look into a DST, Delaware Statutory Trust.

8. You will receive a complete list of resources to learn more about 1031 Tax Deferred Exchanges.

Bill is the Regional Ambassador for the Carolina's Region for the Keller Williams Real Estate Planner Community!

So please come join me and explore how understanding a 1031 Tax Deferred Exchange can help you both personally and professionally!

Event Venue & Nearby Stays

Keller Williams Realty Charleston-West Ashley, 1180 Sam Rittenberg Boulevard, Charleston, United States