This is not legal, investment, nor tax advice. Seek the counsel of a qualified attorney, investment advisor and / or accountant.
© 2024 1031 Specialists. All rights reserved.
For MLS & Association Leadership
1031 Specialists is the only national Qualified Intermediary partnered with Kaplan to build and deliver 1031 exchange education. We bring that classroom to your membership — accredited, in every state, at no cost to your MLS.
The Opportunity
Investors now buy 17% of every home sold in America — single-family, condos and townhomes — the highest share in recorded history, and up nearly 50% in five years. Investment property is the one asset a client can't sell without asking a tax question first. When an agent can't answer "what happens to my gain?", the client doesn't stop — they go find a CPA, an attorney, or another agent who can. The deal still happens. It just happens somewhere else.
1031 knowledge is the cheapest volume your members will ever add. It requires no new lead source, no new territory, and no new license — only an hour of instruction and the confidence to raise the subject at the listing appointment.
The Member Math
This is the part that changes how an agent works. A 1031 exchange is a sale and a purchase, welded together by a federal deadline — and the client cannot walk away from either half.
Institutional Backing
Bringing an outside vendor in front of your membership is a reputational decision. Ours is not a company that showed up with a pitch deck — we were selected into NAR's technology scale-up program, and our coursework was built with the organisation that licenses your members.
We are the only Qualified Intermediary in the country ever invited to join REACH, a scale-up incubator / investment fund inside the National Association of Realtors.
“With the backing of REACH, 1031 Specialists will help more agents and brokers demystify the 1031 exchange process, deliver more value to their clients, and ultimately win more business.” Bob Gillespie, Managing Partner at REACH Commercial
Kaplan is where American real estate professionals get licensed and stay licensed. We worked with Kaplan to build and deliver 1031 exchange coursework, so what your members learn is exam-grade and identical whether they practice in Denver or Charleston — not a vendor lunch presentation with a slide deck.
“1031 Specialists is redefining how investors manage 1031 exchanges — using automation and precision tech to make complex transactions simple, transparent, and scalable.” NAR Tech and Innovation
Coursework built to state continuing-education standards, not a vendor lunch presentation with a slide deck.
Written and delivered by a team with 31,000+ completed exchanges and 250+ combined years in the chair. Members ask live-deal questions and get live-deal answers.
One curriculum, one standard, all 50 states and 384 metro markets — so a multi-state MLS isn't stitching together four different providers.
What Your Members Receive
You don't build anything. You don't staff anything. You pick the pieces that fit your calendar and your members' appetite, and we run them.
Kaplan-partnered classes delivered live or virtual, for continuing-education credit in your state. Scheduled around your existing education calendar.
Brokerage-level sessions for member offices that want the practical version: how to spot an exchange, what to say, what not to promise. We travel; you schedule.
Hosted under your MLS brand, recorded, and archived in your member portal so a new agent in March can still watch January's session.
45/180-day timelines, client-facing one-pagers, qualifying checklists, and listing language a member can hand to a seller the same afternoon.
A direct line your members and their clients can call with a question — staffed by exchange specialists, not a call center, and with no upsell attached.
When a member's client actually exchanges: qualified intermediary services, escrow coordination, tax consulting, audit protection, and an attorney guarantee.
How It Works
Thirty minutes. We learn your member profile, your education calendar, your compliance requirements, and which of your markets skew investor-heavy.
We map coursework to your state's CE approval process and lay out a four-quarter schedule — classes, webinars, and office sessions — for you to approve.
First class booked, co-branded resources delivered to your member portal, and the member exchange desk line goes live with your MLS name on it.
There is no cost to the MLS and no revenue share to negotiate. We are paid by the exchange clients your members introduce — and only when an exchange actually happens. Your members are never obligated to use us, and we never ask for your member data.
Next Step
Tell us about your membership and we'll come back within one business day with a proposed curriculum and two times to meet.
We've received your details and will reply within one business day with a proposed curriculum and two proposed meeting times.
This is not legal, investment, nor tax advice. Seek the counsel of a qualified attorney, investment advisor and / or accountant.
© 2024 1031 Specialists. All rights reserved.