Refer A 1031 Client And Get $200

What is a Qualified Intermediary?

A Qualified Intermediary is a non-biased third party required by the IRS to facilitate 1031 exchange transactions. Without one, you can’t qualify for a 1031 tax-deferred exchange.

1031 Specialists is a fairly amazing Qualified Intermediary, trusted by sophisticated investors and family offices to facilitate fast, transparent, and error-free 1031 exchange transactions.

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What is a 1031 exchange?

A 1031 exchange is the swap of one investment property for another like-kind property without paying capital gains tax or depreciation recapture tax. 1031 exchanges have been around in the US for more than 100 years.

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What are the benefits of a 1031 exchange?

1031 exchanges offer you the ability to defer – and even eliminate – real estate taxes and maximize real estate gains. They are a cheat code to building wealth.

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What types of real estate qualify for a 1031 exchange?

U.S. real estate that is held for business or investment purposes qualifies for a 1031 exchange. The intended use of the property is the critical component – the property must be used in the operation of a business or for investment purposes. A primary home you live in or a secondary home you stay in more than a couple weeks a year will not qualify. Why? Because using a property for personal enjoyment disqualifies it as an investment in the eyes of the IRS.

The following types of investment property – whether owned fully or partially – will qualify:

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Does an Airbnb property qualify for a 1031 exchange?

Yes, subject to certain criteria, short-term rentals qualify under 1031 tax-deferred exchange rules.

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Who qualifies for a 1031 exchange?

1031 exchanges are available to investors, not to people that trade real estate for a living. So long as a client isn’t a “flipper” or developer, they will be eligible for a 1031 exchange.

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Can a realtor be a Qualified Intermediary for their client?

No.

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What is the role of a Qualified Intermediary?

A Qualified Intermediary has three primary duties:

1. To provide consultation on a 1031 exchange.

2. To secure your funds during the duration of the exchange.

3. To prepare the necessary exchange documentation and coordinate with your closing agents to properly transfer the relinquished and replacement properties according to Regulations Section 1.1031.

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What are your fees?

The prices of our services are listed here. There are no hidden fees.

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Why should I refer clients to 1031 Specialists?

Five reasons:

1. Expand your circle of experts – we’re highly credible and we’ll make you look better than good.

2. We support you – we can provide educational and marketing materials under your brand.

3. We are ultra responsive – 99% of the time we respond in under 2 minutes.

4. Clients have a great experience – your clients get a smooth closing experience with no surprises from us.

5. You get paid for referring clients to us.

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What do I get paid?

$200 per client. We can pay you directly or send the money to a charity of your choice.

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How do I get started?

1. Say yes.

2. Sign our Referral Agreement.

3. Save our contact info in your phone – we’ll send it to you.

4. Refer clients by sharing our contact info with your clients, making email introductions, calling us with your client on the phone or sending out your unique link.

5. When the client’s exchange is complete, you’ll get paid $200!

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