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?
Jeff Helsdon has been facilitating exchanges since 1990. 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
Urgent questions or closing coordination? As a registered partner, you get direct access to Jeff.
To set up a new exchange, call Cheri at 253.512.1031
Register to accessBecome a Partner Today
Register in 30 seconds to unlock exclusive resources and partner benefits for your clients.
Ready to Refer a Client?
Starting an exchange is easy. Fill out our intake form and we'll take it from there.