Commercial Real Estate Broker Resources

Com­mer­cial bro­kers fre­quent­ly occu­py a cen­tral posi­tion in a Sec­tion 1031 trans­ac­tion. Beyond sourc­ing replace­ment prop­er­ties, bro­kers can help clients begin plan­ning ear­li­er, eval­u­ate mar­ket pric­ing, main­tain nego­ti­at­ing dis­ci­pline, iden­ti­fy back­up alter­na­tives, and coor­di­nate with the investor’s tax and exchange pro­fes­sion­als.

The objec­tive is not sim­ply to locate a prop­er­ty before Day 45. It is to help the investor make a dis­ci­plined real estate deci­sion while the exchange clock is run­ning.

Fea­tured read­ing

Chap­ter 9 — The Com­mer­cial Bro­ker’s New Val­ue Propo­si­tion
Read Chap­ter 9

Chap­ter 5 — Why Investors Lose Nego­ti­at­ing Lever­age
This is par­tic­u­lar­ly use­ful for bro­kers because it address­es how exchange dead­lines may alter pric­ing dis­ci­pline and the buy­er’s abil­i­ty to walk away.
Read Chap­ter 5

Chap­ter 4 — Behav­ioral Finance and the 45-Day Clock
Read Chap­ter 4

Chap­ter 13 — Five Hypo­thet­i­cal Case Stud­ies
Read Chap­ter 13

Sup­port­ing resources

Con­sid­er­ing Sell­ing Invest­ment Real Estate?

1031 Exchange Tim­ing Rules

Qual­i­fied Inter­me­di­aries

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The Value of a Coordinated Advisory Team

A Sec­tion 1031 exchange may involve tax, legal, real estate, exchange, secu­ri­ties, finan­cial-plan­ning and estate-plan­ning con­sid­er­a­tions. Each pro­fes­sion­al should remain with­in the scope of their respec­tive dis­ci­pline while com­mu­ni­cat­ing mate­r­i­al issues that may affect the investor’s over­all deci­sion.

Bet­ter coor­di­na­tion does not mean that every pro­fes­sion­al per­forms the same role. It means that impor­tant trade­offs are iden­ti­fied ear­ly enough for the investor to make an informed deci­sion.

Explore The Strate­gic 1031 Exchange

The Strate­gic 1031 Exchange — Exec­u­tive Ref­er­ence Guide