1031 exchanges are more than just a tax strategy — they're a proven way to generate repeat business, increase transaction volume, and strengthen your professional network. In this session, you'll learn how to recognize exchange opportunities early, coordinate transactions more effectively, and position yourself as a go-to resource for Texas investors. We'll cover the practical intake questions that uncover hidden opportunities, the relationships that drive consistent exchange business, and what it takes to build an investor-friendly operation. The session also reflects what's happening right now in the Texas market — from rising investor activity to the operational and compliance considerations that come with it — so you leave with strategies you can put to work right away.
Key takeaways include:
- How 1031 exchanges create repeat and higher-value transactions
- Where and how to identify exchange opportunities early
- Key relationships that drive consistent exchange business
- Simple strategies to position yourself as investor-friendly
- Business development tactics to grow a reliable pipeline
Presenter:
Michelle Carlson, First American Exchange Company
Pricing:
Member: $45
Nonmember: $65
CE Credit:
1.0 Hour Escrow Credit
Intermediate level – For those with some experience on the topic and/or the title industry. May include real-world application and/or specific and detailed information.
Per Procedural Rule P-28 II I-6, TDI will not award CE credit for completing the same course more than once during a reporting period.
The information in this course is provided by TLTA for educational and reference purposes only and should not be considered legal, financial, or business advice. Users should consult their own legal counsel and subject-matter experts to ensure that any policies adopted or actions taken meet the requirements unique to their company.
Legal information provides public information, such as rules or laws, or an explanation of those laws. It is not legal advice. Legal advice recommends a specific course of action or interprets the law based on particular facts. For legal advice, please consult your attorney.