Help Investment Property Clients Move From Sale to Their Next Opportunity
Exeter helps real estate professionals recognize potential 1031 exchange situations, prepare clients for critical deadlines, and coordinate the exchange process so the transaction can keep moving.
Your Clients Expect You to See the Bigger Picture
Realtors are often the first professionals to hear that an investment property owner is considering a sale. Recognizing the opportunity early can protect the client's options and help prevent last-minute disruption.
Protect the Transaction
A seller who discovers exchange requirements too late may delay decisions or reconsider the sale. Early education helps keep expectations realistic and the process organized.
Become a Better Resource
You do not need to be a tax expert to raise the right question. Knowing when to involve a qualified intermediary can distinguish you as a more informed real estate professional.
Create Future Opportunity
A completed exchange often leads directly to replacement property needs, giving you another opportunity to help the client identify and acquire suitable real estate.
Specialized Support Without Disrupting Your Role
Exeter coordinates with the client's existing professional team and provides the transaction-specific knowledge, administration, and custody support needed to move forward.
Pre-Listing Education
Exeter can explain the exchange process before the property is listed, including when the qualified intermediary must be engaged and what the client should discuss with tax counsel.
Deadline Guidance
Clients receive clear information about the 45-day identification period, the 180-day completion period, and the documentation needed to remain on track.
Forward, Reverse, and Improvement Exchanges
When a standard forward exchange does not fit the client's transaction, Exeter can help the advisory team evaluate more advanced structures.
Secure Handling of Exchange Funds
Exchange proceeds can be held in separate, segregated, restricted, dual-signature qualified trust accounts through Exeter Trust Company.
Common Client Situations
An early conversation often gives the client more time to evaluate options and avoid preventable complications.
Client Situation 1
The client is selling rental, commercial, agricultural, or other investment real estate.
Client Situation 2
The seller wants to purchase replacement property but has not yet identified it.
Client Situation 3
The desired replacement property may need to close before the relinquished property.
Client Situation 4
The client plans to improve or construct replacement property as part of the exchange.
Why Exeter is a strong professional referral
- Real people who answer the phone when the deal is moving
- Experienced exchange administrators who work with nationwide transactions
- Access to decision makers for technical or unusual situations
- A regulated trust company structure for qualified trust accounts
- Ongoing industry leadership, education, and advocacy
Your Referral Should Strengthen Client Confidence in You
Exeter understands that a referral reflects on the professional who made it. The goal is to provide responsive service, clear explanations, and careful execution while keeping the full advisory team informed.
How to Bring Exeter Into a Client Conversation
Raise the Question Early
Ask whether the property has been held for investment or business use and whether the owner plans to reinvest.
Make the Introduction
Connect the client with Exeter before the sale closes and before the client receives the proceeds.
Coordinate the Details
Exeter works with the client, closing agent, and professional advisors to establish the exchange and provide documentation.
Support the Next Purchase
You continue helping the client locate and close on replacement property while Exeter administers the exchange.
Questions From Realtors
When should a realtor mention a 1031 exchange?
As early as possible, ideally before the property is listed or a purchase contract is finalized. The qualified intermediary must generally be in place before the relinquished property closes.
Can Exeter tell my client whether a 1031 exchange is right for them?
Exeter can explain exchange structures, requirements, and process. The client's tax and legal advisors should determine whether the strategy is appropriate for the client's circumstances.
Will Exeter communicate with the closing agent?
Yes. Exeter routinely coordinates exchange documents and funding instructions with closing professionals as part of administering the transaction.
Can Exeter help with a reverse exchange?
Yes. Exeter supports forward, reverse, and improvement exchange structures, depending on the facts and timing of the transaction.
Exeter does not provide tax, legal, investment, or real estate advice. Clients should consult their own qualified advisors regarding their specific circumstances.
Have a Client Who May Need Exeter?
Bring us into the conversation early. We can help clarify the process, identify the right internal specialist, and coordinate with the client's existing team.
Speak With a Specialist