Help Your Clients Save on Taxes
Access exclusive resources, tools, and partner benefits to provide exceptional value to your investment property clients.
Why Partner With Olympic Exchange?
35+ years of experience. Hundreds of successful exchanges. A partner you can trust.
How to Spot 1031 Opportunities
Every investment property sale is a potential 1031 exchange. Here's how to identify opportunities for your clients.
Your Client SHOULD Consider a 1031 If...
- Selling rental property, vacation home, commercial property, or land
- Property has appreciated significantly
- They plan to buy another investment property
- They want to defer capital gains taxes
- They're consolidating or diversifying their portfolio
- They're relocating investments to a different market
A 1031 Won't Work If...
- It's their primary residence (lived in 2+ years)
- They need the cash for non-real estate purposes
- They're selling at a loss (no gain to defer)
- The property is inventory (flippers/dealers)
- They can't commit to buying replacement within 180 days
Critical Deadlines Your Client Must Know
Exclusive Partner Resources
Register as a partner to unlock these exclusive tools and resources.
PSA Addendum Language
Ready-to-use contract language that notifies escrow of the 1031 exchange and ensures Olympic is contacted.
Register to accessClient Preparation Handbook
"What to Do to Prepare for Your 1031 Exchange" - A step-by-step guide you can give to clients.
Register to accessCo-Branded 1031 Flyer
Professional flyer explaining 1031 exchanges with space for your contact information and branding.
Register to accessClient Email Templates
Ready-to-send emails: "Have you considered a 1031?", follow-up messages, and introduction templates.
Register to accessCapital Gains Calculator
Show clients exactly how much they could save. Great for listing presentations.
Register to accessDirect Line to Jeff
Quick questions? As a registered partner, you get direct access to Jeff for fast answers.
Register to accessBecome a Partner Today
Register in 30 seconds to unlock exclusive resources and partner benefits for your clients.
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