For Realtors and Property Managers
Add Value to Every Investment Property Sale
Your clients trust you with their biggest transactions. When they sell investment property, they face a capital gains tax bill that can eat 25–40% of their profit. By connecting them with a 1031 exchange specialist, you help them keep more of what they've earned — and you become the agent they never leave.
How the Referral Works
Three straightforward steps to add significant value for your clients.
Step OneIdentify the Opportunity
Your client is selling (or considering selling) an investment property, rental, commercial asset, or land held for investment. That's all it takes.
Step TwoMake the Introduction
Connect your client with Grace Capital Management. We handle everything — QI coordination, replacement property identification, DST options, deadline management. You stay informed throughout.
Step ThreeYour Client Wins, You Win
Your client defers their capital gains taxes and reinvests in institutional-quality real estate. You've added tremendous value, strengthened the relationship, and positioned yourself for their next transaction.
Start the Conversation
We've created a ready-to-use letter you can send directly to your property owner clients — just swap in your name and contact info.
Many of your clients are tired of the landlord grind — tenants, toilets, trash, and taxes. Through a 1031 Exchange, they can sell their investment property, defer capital gains taxes, and transition into passive, professionally managed real estate like Delaware Statutory Trusts. You earn the listing commission. They get tax-deferred passive income. Everybody wins.
Property Manager Letter to Owner Template
This professionally written letter explains the 1031 exchange strategy to your property owner clients in plain language — including the benefits of transitioning from active to passive real estate ownership.
Just replace the placeholder fields with your name and contact info. We've handled the compliance language so you don't have to.
Start Referring Today
Ready to add 1031 exchange expertise to your client services? Reach out and we'll walk you through how the referral process works.