Tax Deferred Wealth

For agents and brokers

Help your clients sell the rental they've held for years.

Many owners of long-held Bay Area rentals won't sell because of the tax bill. A 1031 exchange can defer it. We help you bring them that option, and you keep the listing.

How it works for agentsTell me about the next briefing

Sold

The owner who isn’t calling anyone

Most agents have them on their list: a past client who bought a rental years ago, watched it appreciate, and never sold. The rent hasn’t kept up, managing it has become a chore, and the reason they stay put is the tax bill.

When that owner can sell, defer the tax, and move into real property that suits them better, the conversation can become a listing. You’re the one who brought them the option.

How the exchange works

Sold Sell Funds held by the qualified intermediary Buy replacement property Day 45: identify in writing Day 180*: complete the purchase
*Or the tax return's due date, with extensions, if earlier.
  1. Your client sells. You list and sell the property as usual. The exchange is set up before the sale closes.
  2. The proceeds go to a qualified intermediary, not to your client. The client has 45 days to identify replacement property in writing, and until the earlier of day 180 or their tax return’s due date, with extensions, to buy it.
  3. Your client buys replacement real property held for investment, in California or another state, with title in their own name.

A 1031 exchange defers tax. It does not erase it.

What your clients can exchange into

We partner with a curated network of specialists focused exclusively on single-family residential, multifamily, self-storage and select triple-net assets.

Single-family residential Individual rental homes. For many owners, the most familiar step from the rental they have now.

Multifamily Apartment buildings and smaller multi-unit properties.

Self-storage Storage facilities, usually with many tenants on short, simple leases.

Select triple-net Single-tenant properties where the lease puts property taxes, insurance and most maintenance on the tenant.

Whichever your client chooses, they hold title themselves, and each kind of property carries its own risks. Your client decides what suits them, with their own advisors.

Who does what

  • You list and sell the property, and keep the client.
  • Tax Deferred Wealth coordinates the plan and introduces replacement options through the program’s licensed partners.
  • Institutional 1031 is the qualified intermediary for exchanges in this program. It holds exchange funds under written exchange agreements and does not advise on the suitability of any replacement property.
  • Your client’s CPA or attorney gives the tax advice.

Where to go next

For agents and brokers The five questions to ask before the listing agreement, and what we give you.

For owners What the tax bill is made of, how an exchange works, and the questions owners ask. A page you can send your client.

For your client’s advisor The structure and the rules behind it, written for a CPA or attorney.

Agent briefings

We’re starting short briefings for agents on how the exchange works and how to raise it with a past client. Tell me about the next one.