Why 1031s Matter to Real Estate Agents:

• To fulfill duty to client per NAR Code of Ethics, Article 1, and state laws.

• To increase listings and sales

• To expand referrals-many lasting forever

• To boost satisfaction

Why 1031s Matter to Real Estate Owners:

• To build wealth and defer payments of taxes interest free

• To use leverage to buy more real estate

• To diversify by owning different types of property

• To increase cash flow by purchasing income-producing rental property

• To reduce hassle by converting property into passive income.

• To increase probate estate by bequeathing property on stepped-up basis

Financial Security:

• $50M Fidelity Bond; $25M Errors and Omissions; $15M Cyber Liability.

• Banks are FDIC insured with 4-5 star Bauer rating

• Banks are evaluated quarterly on Bauerfinancial.com and reviewed for compliance.

• Funds are held in segregated accounts limited to single exchanger; never commingled.

• Information is kept confidential

• Funds are liquid and available for replacement property.

• Multi-factor, dual authentication increases security.

• “Positive Pay” safeguards against fraud.