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Build Your Real Estate
Business with 1031
Exchanges
Learn How to Start Conversations & Create Leads
with 1031 Exchanges
Create Leads with 1031 Exchange Advantage®
Your Clients Can Build Wealth and Sell Real Estate Tax Free
Did You Know?
Prospects in the Following Groups
are Prime Candidates to Exchange &
List:
 Selling a Vacation property?
 Second Home?
 Investment Rental?
 SFR with Home Office?
 Divorcing? Sell Tax Free.
 Retiring? Invest Tax Free.
 Fix up Property with Tax Free $$
Some Common Exchange Scenarios
 Do You Know this Person?
 He has recently gotten divorced,
moved out of his home, and has a
new legal residence.
 Did You Know He May Be Eligible for
an Exchange?
 Because he no longer resides in the
home where he was married, his
interest in that home is
exchangeable!
 You get the listing, we take care of
the exchange, and they save a ton on
taxes!
Some Common Exchange Scenarios
 Do You Know this Couple?
 They own several investment rentals
and would love to sell. Ideally, to use
the money to get retirement income
without managing real estate! They are
tired of toilets, trash, and tenants!
 They May Be Eligible for an Exchange!
 You can tell them that they can sell,
pay no tax, and use the proceeds to
buy an investment for retirement
income that requires no management.
They may even be able to get an
effective return over 8-10 %!
 You get the listing, we take care of the
exchange, and they save a ton of taxes!
Some Common Exchange Scenarios
 Do You Know this Person?
 She just sold her vacation home in
the mountains because she wasn’t
using it much and decided she’d
rather have a vacation home on the
beach.
 She May be Eligible for a 1031
Exchange!
 Tell her she can sell the mountain
home, tax free, using a 1031
Exchange! She will thank you with
the listing and save a ton of taxes.
Some Common Exchange Scenarios
 Do You Know this Person?
 He inherited a house from his Mom
and it went up in value. Though he
doesn’t really want to keep the
property, he’s reluctant to sell it
because he doesn’t want to pay all
the taxes.
 Tell him he can pay no taxes if he
reinvests with a 1031 exchange!
 Connect him with us, we’ll educate
him about his options, and he’ll
thank you with the listing! He saves
a ton on taxes and you get a new
client!
Some Common Exchange Scenarios
 Do You Know this Couple?
 They have 3 investment rentals to
sell but want to use the money to
buy a home to retire in. If they sell
and pay the taxes on the investment
properties, they won’t have enough
for the new home!
 They May be Eligible for a 1031
Exchange!
 Let them know that they can sell the
investments, pay no tax, and use the
proceeds to buy home that will
someday become their retirement
home. If they play their cards right,
they can even live mortgage free!
There are a variety of specialty exchange options available! All you have to do is
identify the prospects, reach out to them using our FREE social media marketing
tools, and we take care of the rest!
YOU get the listing and WE oversee the exchange!
Find Prospects Who Keep Buying & Selling
Buyers and Sellers who engage in 1031 Exchanges tend to do multiple transactions.
This means repeat business for you!
How do you engage these prospects? Simply use your social media marketing tools
to reach out to them and we’ll do the rest!!
STEP 1:
 Post in social media or on your website, along with listings of good investment properties
 Place the links on your smartphone! That way you can register a prospect when you find
someone interested in learning about selling tax free.
 Market directly to those who fall into these groups:
 Those who are selling a Vacation Property, Second Home, Investment Rental, or SFR
with Home Office
 Those who are in divorce situations
 Retirees who may want to sell an investment and buy a retirement home
 People selling an investment that may want to buy something to improve with tax
free money!
Find Prospects Who Keep Buying & Selling
STEP 2:
 If you find anyone in this group, register
them with your link to receive a FREE
Roadmap Guide.
 They will get a 1031 Roadmap Guide,
save $$ on exchange fees, and get all
they need to learn more and get
started!
YOU get the listing, WE handle the
exchange!
Create Leads with 1031 Exchange Advantage®
Help Your Clients Buy & Sell Real Estate, Tax Free!
Use Your Social Marketing Tools to:
 Start conversations in social media using our
marketing links
 Attract prospects
 Put the links on your smart phone
 Feature the links on your website
 E-mail links to prospects
 Register prospects to receive a FREE 1031
Roadmap Guide
Create Leads with 1031 Exchange Advantage®
Help Your Clients Buy & Sell Real Estate, Tax Free!
Your Social Media Marketing Tools:
 Educate, energize, and motivate
people to list then sell tax free!
 Since the links are identified to YOU,
when clients register, YOU get the lead!
 You receive an email and the leads are
reported to your book of business*
 Prospects who register are interested
in selling and then buying with you!!
* Lead emailed to agent and kept in CRM on our site for agent access.
Create Leads with 1031 Exchange Advantage®
Help Your Clients Buy & Sell Real Estate, Tax Free!
When Your Clients Register with 1031
Exchange Advantage, They:
 Receive a 1031 Exchange Advantage® Roadmap
Guide
 A link to our calendar to schedule free
consultations with an attorney*
 Your clients will save $200 or more on their
exchanges, and…
 Get a link to create exchange documents
instantly 24/7 e-mailed to escrow
* Or trained mentor
Once They List With You and Enter Into an
Exchange:
 Exchange funds are secured by a bank that
requires their signature before monies can be
moved
Create Leads with 1031 Exchange Advantage®
Help Your Clients Buy & Sell Real Estate, Tax Free!
In Addition to Our Social Media Marketing Tools, We Offer a Number of
Other FREE Marketing Tools You Can Use to Build Your Business!
Perhaps the greatest resource we can offer you is our FREE personal
consultations! Simply schedule a consultation on a day/time most convenient
for you and we can discuss your client’s exchange!
Create Leads with 1031 Exchange Advantage®
Help Your Clients Buy & Sell Real Estate, Tax Free!
 Market 24/7 without heavy lifting
 Stand out in the market
 Create business from sellers who would
never sell without our ideas
 Bring value to clients by exposing the
information to them
 Find deals that require multiple
transactions
 Build your business!
 Enjoy repeat business from Buyers and
Sellers who engage in 1031 transactions!
1031 Exchange Advantage Makes it Easy for YOU to
Start Conversations & Create Leads TODAY!
Simply Use YOUR Social Media Marketing Tools!

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Agent webinar v2

  • 1. Build Your Real Estate Business with 1031 Exchanges Learn How to Start Conversations & Create Leads with 1031 Exchanges
  • 2. Create Leads with 1031 Exchange Advantage® Your Clients Can Build Wealth and Sell Real Estate Tax Free Did You Know? Prospects in the Following Groups are Prime Candidates to Exchange & List:  Selling a Vacation property?  Second Home?  Investment Rental?  SFR with Home Office?  Divorcing? Sell Tax Free.  Retiring? Invest Tax Free.  Fix up Property with Tax Free $$
  • 3. Some Common Exchange Scenarios  Do You Know this Person?  He has recently gotten divorced, moved out of his home, and has a new legal residence.  Did You Know He May Be Eligible for an Exchange?  Because he no longer resides in the home where he was married, his interest in that home is exchangeable!  You get the listing, we take care of the exchange, and they save a ton on taxes!
  • 4. Some Common Exchange Scenarios  Do You Know this Couple?  They own several investment rentals and would love to sell. Ideally, to use the money to get retirement income without managing real estate! They are tired of toilets, trash, and tenants!  They May Be Eligible for an Exchange!  You can tell them that they can sell, pay no tax, and use the proceeds to buy an investment for retirement income that requires no management. They may even be able to get an effective return over 8-10 %!  You get the listing, we take care of the exchange, and they save a ton of taxes!
  • 5. Some Common Exchange Scenarios  Do You Know this Person?  She just sold her vacation home in the mountains because she wasn’t using it much and decided she’d rather have a vacation home on the beach.  She May be Eligible for a 1031 Exchange!  Tell her she can sell the mountain home, tax free, using a 1031 Exchange! She will thank you with the listing and save a ton of taxes.
  • 6. Some Common Exchange Scenarios  Do You Know this Person?  He inherited a house from his Mom and it went up in value. Though he doesn’t really want to keep the property, he’s reluctant to sell it because he doesn’t want to pay all the taxes.  Tell him he can pay no taxes if he reinvests with a 1031 exchange!  Connect him with us, we’ll educate him about his options, and he’ll thank you with the listing! He saves a ton on taxes and you get a new client!
  • 7. Some Common Exchange Scenarios  Do You Know this Couple?  They have 3 investment rentals to sell but want to use the money to buy a home to retire in. If they sell and pay the taxes on the investment properties, they won’t have enough for the new home!  They May be Eligible for a 1031 Exchange!  Let them know that they can sell the investments, pay no tax, and use the proceeds to buy home that will someday become their retirement home. If they play their cards right, they can even live mortgage free! There are a variety of specialty exchange options available! All you have to do is identify the prospects, reach out to them using our FREE social media marketing tools, and we take care of the rest! YOU get the listing and WE oversee the exchange!
  • 8. Find Prospects Who Keep Buying & Selling Buyers and Sellers who engage in 1031 Exchanges tend to do multiple transactions. This means repeat business for you! How do you engage these prospects? Simply use your social media marketing tools to reach out to them and we’ll do the rest!! STEP 1:  Post in social media or on your website, along with listings of good investment properties  Place the links on your smartphone! That way you can register a prospect when you find someone interested in learning about selling tax free.  Market directly to those who fall into these groups:  Those who are selling a Vacation Property, Second Home, Investment Rental, or SFR with Home Office  Those who are in divorce situations  Retirees who may want to sell an investment and buy a retirement home  People selling an investment that may want to buy something to improve with tax free money!
  • 9. Find Prospects Who Keep Buying & Selling STEP 2:  If you find anyone in this group, register them with your link to receive a FREE Roadmap Guide.  They will get a 1031 Roadmap Guide, save $$ on exchange fees, and get all they need to learn more and get started! YOU get the listing, WE handle the exchange!
  • 10. Create Leads with 1031 Exchange Advantage® Help Your Clients Buy & Sell Real Estate, Tax Free! Use Your Social Marketing Tools to:  Start conversations in social media using our marketing links  Attract prospects  Put the links on your smart phone  Feature the links on your website  E-mail links to prospects  Register prospects to receive a FREE 1031 Roadmap Guide
  • 11. Create Leads with 1031 Exchange Advantage® Help Your Clients Buy & Sell Real Estate, Tax Free! Your Social Media Marketing Tools:  Educate, energize, and motivate people to list then sell tax free!  Since the links are identified to YOU, when clients register, YOU get the lead!  You receive an email and the leads are reported to your book of business*  Prospects who register are interested in selling and then buying with you!! * Lead emailed to agent and kept in CRM on our site for agent access.
  • 12. Create Leads with 1031 Exchange Advantage® Help Your Clients Buy & Sell Real Estate, Tax Free! When Your Clients Register with 1031 Exchange Advantage, They:  Receive a 1031 Exchange Advantage® Roadmap Guide  A link to our calendar to schedule free consultations with an attorney*  Your clients will save $200 or more on their exchanges, and…  Get a link to create exchange documents instantly 24/7 e-mailed to escrow * Or trained mentor Once They List With You and Enter Into an Exchange:  Exchange funds are secured by a bank that requires their signature before monies can be moved
  • 13. Create Leads with 1031 Exchange Advantage® Help Your Clients Buy & Sell Real Estate, Tax Free! In Addition to Our Social Media Marketing Tools, We Offer a Number of Other FREE Marketing Tools You Can Use to Build Your Business! Perhaps the greatest resource we can offer you is our FREE personal consultations! Simply schedule a consultation on a day/time most convenient for you and we can discuss your client’s exchange!
  • 14. Create Leads with 1031 Exchange Advantage® Help Your Clients Buy & Sell Real Estate, Tax Free!  Market 24/7 without heavy lifting  Stand out in the market  Create business from sellers who would never sell without our ideas  Bring value to clients by exposing the information to them  Find deals that require multiple transactions  Build your business!  Enjoy repeat business from Buyers and Sellers who engage in 1031 transactions! 1031 Exchange Advantage Makes it Easy for YOU to Start Conversations & Create Leads TODAY! Simply Use YOUR Social Media Marketing Tools!