1031 exchanges for realtors
Help clients recognize a 1031 exchange before closing.
A timely introduction can preserve a seller's exchange option. North Oak Exchange gives realtors a clear referral path while keeping tax and legal advice with the client's own advisers.
Professional coordination
The realtor spots the opportunity. The QI coordinates the exchange.
Ask whether the property is held for investment or business use, whether the client expects gain, and whether the client plans to reinvest in other real estate. If the answer may be yes, connect the client with a qualified intermediary before the sale closes.
Coordinated workflow
What happens after the referral.
- 01
Identify the possibility
A listed or contracted investment property, farm, timber tract, rental, recreational property, or commercial asset may prompt the 1031 conversation.
- 02
Obtain permission to connect
With the client's authorization, introduce North Oak Exchange and provide basic property, contract, closing, and contact information.
- 03
QI explains the mechanics
We discuss the timing, documents, proceeds flow, identification requirement, and transaction-team roles without replacing the client's tax or legal advisers.
- 04
Coordinate the closings
We prepare the exchange documents and work directly with the closing professional for the relinquished and replacement properties.
- 05
Keep the realtor involved
The realtor continues property search, negotiation, brokerage, and client communication within the realtor's professional role.
Working checklist
What a realtor should gather before the introduction.
Download the realtor referral guide- Client name and preferred contact information.
- Relinquished-property address and current use.
- Signed contract or letter of intent, if available.
- Expected closing date and closing-professional contact.
- Known replacement-property goals or candidates.
- Client authorization before sharing transaction information.
Protect the transaction
Keep advice within the right professional lane.
Do not promise that a transaction qualifies or estimate the client's tax result. Refer those questions to the client's CPA or tax attorney.
Do not advise the client to change title, ownership entities, or identification strategy without appropriate professional review.
Never send banking credentials, Social Security numbers, wire instructions, or unredacted identity documents through ordinary email.
Professional resource
Keep the exchange conversation moving.
Download the branded guide, share it with your transaction team, and call North Oak Exchange before the relinquished property closes.
Professional FAQs
Common referral questions
When should a realtor mention a 1031 exchange?
As early as the listing or purchase-planning stage when a client may sell investment or business real estate and reinvest. The QI must be engaged before the relinquished-property closing.
Can the realtor send the contract to the QI?
Yes, after the client authorizes the referral and sharing of transaction information. Avoid sending sensitive identity, banking, or wire information through ordinary email.
Does the realtor determine whether the client qualifies?
No. The realtor can identify the issue and facilitate the introduction. The client's tax and legal advisers should evaluate eligibility and tax consequences.
Does North Oak Exchange serve only Louisiana and Mississippi?
No. North Oak Exchange is based in Vidalia, Louisiana and serves exchangers and professional referral partners nationwide.
A client may have a taxable sale?
Make the introduction before closing.
North Oak Exchange will explain the QI process, gather the transaction details, and coordinate directly with the client and authorized professionals.
General educational information only—not individualized tax, legal, accounting, investment, brokerage, title, settlement, or real-estate advice. Each client should consult independent advisers.