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1031 Exchange for Real Estate Agents: What to Know, What to Say, and When to Refer Out
1031 exchange opportunities often start inside an agent’s own database, especially with long-hold rental owners, second-home owners, and past clients who may be ready to trade into a different investment property. The article gives agents a practical way to spot those opportunities, stay in the real estate lane, bring in the CPA and qualified intermediary early, and start the replacement-property search before the 45-day identification period becomes a crisis. It also connects the topic to a repeatable marketing cadence: database tagging, educational email, narrow direct mail, retargeting, a short webinar, and KPI tracking that shows investor intent before closings arrive.
Multi-Channel Marketing Program
Stages in Reaching Your True North
Program Overview & Pricing
Complete Multi-Channel Marketing Program
$1,250/month • $250 setup (solo agents)
- Standardized, done-for-you marketing program built for working real estate agents; team options available.
- Strategy and planning including onboarding intake, positioning, offer clarity, and channel plan.
- Social media management monthly calendar, post copy, graphics/templates, and scheduling.
- Email marketing one professionally written, brand-safe email campaign per month to Agent's SOI.
- Blog content one SEO-aware post per month.
- Ads and funnels retargeting and contextual display, audience wiring, creative from agent brand assets, and UTM tracking.
- Listing promotion support social media promos using agent-supplied photos, copy, and details.
- IDX websites (add-on) created and maintained in partnership with iHouseWeb, available at additional cost to help agents strengthen online presence, capture leads, and close more deals.
- Optional add-ons direct mail, extra blogs or emails, landing-page variants, compliant list building, expanded ad creative, buyer/seller guides, and brand materials.

