--- title: "1031 Exchange Real Estate Agent: Specialist Website Page" description: "Brief a specialist agent service page with supported experience, clear intermediary and tax roles, and replacement-property representation inquiry fields." canonical: "https://scalewithsearch.com/articles/1031-specialist-agent-service-inquiry-page" --- ## Site navigation - [Scale With Search](https://scalewithsearch.com/) - Services - Services - [AI systems](https://scalewithsearch.com/ai-systems) - [Site build](https://scalewithsearch.com/work#site-build) - [Whole website fix](https://scalewithsearch.com/work#whole-website-fix) - [Content library with SEO](https://scalewithsearch.com/work#content-library) - [Working session](https://scalewithsearch.com/audit) - Start here - [Send your brief](https://scalewithsearch.com/work#send-your-brief) - [Example scope](https://scalewithsearch.com/work#review-the-example-scope) - [Prices and terms](https://scalewithsearch.com/work#prices-and-terms) - Industries - Real estate - [Real estate agents and teams](https://scalewithsearch.com/for/real-estate) - [Platforms, ownership, and IDX](https://scalewithsearch.com/for/real-estate/real-estate-website-platforms-ownership-idx) - [Search, content, and AI](https://scalewithsearch.com/for/real-estate/real-estate-search-content-ai) - [Inquiries, campaigns, and handoffs](https://scalewithsearch.com/for/real-estate/real-estate-website-inquiries-campaigns-handoffs) - [Buyer, seller, and local pages](https://scalewithsearch.com/for/real-estate/real-estate-buyer-seller-local-resources) - [Rules, privacy, and trust](https://scalewithsearch.com/for/real-estate/real-estate-website-rules-privacy-trust) - Browse by business - [Trades and home services](https://scalewithsearch.com/for/#group-trades) - [Health, wellness, and animal care](https://scalewithsearch.com/for/#group-practices) - [Law, finance, and IT](https://scalewithsearch.com/for/#group-professional) - [Marketing and SEO agencies](https://scalewithsearch.com/for/#group-agencies) - [Shops and manufacturers](https://scalewithsearch.com/for/#group-manufacturing) - [Restaurants, shops, studios, and nonprofits](https://scalewithsearch.com/for/#group-local-services) - Chiropractic practices - [Chiropractic and wellness practices](https://scalewithsearch.com/for/chiropractic-and-wellness-practices) - [Chiropractic and physical therapy clinics](https://scalewithsearch.com/for/chiropractic-and-physical-therapy-clinics) - [All industries](https://scalewithsearch.com/for/) - Resources - Free tools - [AI readiness check](https://scalewithsearch.com/check) - [Free tools](https://scalewithsearch.com/tools/) - [Free Starter Kit](https://scalewithsearch.com/kit/business-memory-starter-kit.zip) - Guides - [AI-native library](https://scalewithsearch.com/ai-native) - [Industry intelligence](https://scalewithsearch.com/intelligence) - [Office job guides](https://scalewithsearch.com/guides/) - [Business memory](https://scalewithsearch.com/articles/business-memory-for-ai-agents-guide) - [Agent governance](https://scalewithsearch.com/articles/ai-agent-governance-guide-small-business) - [Migration and ownership](https://scalewithsearch.com/articles/leaving-vendor-ai-memory-guide) - Articles - [All articles](https://scalewithsearch.com/articles/) - [What changed](https://scalewithsearch.com/changes/) - About - Evidence - [Proof](https://scalewithsearch.com/proof) - Scale With Search - [About](https://scalewithsearch.com/about) - [How it works](https://scalewithsearch.com/how-it-works) # 1031 exchange real estate agent: build a specialist service page Build your 1031 exchange real estate agent page around the representation a visitor can request. State your property types and service area. Support your experience claims with approved records. Separate your work from the qualified intermediary and tax advisor, then offer a replacement-property inquiry with useful search context. Put this boundary beside the service explanation and form: **Your real estate agent does not give tax advice. Consult a qualified intermediary and tax advisor about your proposed exchange.** The page plan below is an editorial recommendation for your website brief. It establishes no particular agent's qualifications or exchange outcome. ## Explain which service the visitor is selecting Begin with your broker-approved representation scope. Describe whether you help sell an investment property, search for replacement property, or perform both services. Name the person responsible for each service. Keep any unavailable work out of the offer. Section 1031 generally concerns exchanges of business or investment real property. Property held primarily for sale does not qualify. [IRS real estate tax tips, checked 2026.10.14](https://www.irs.gov/businesses/small-businesses-self-employed/like-kind-exchanges-real-estate-tax-tips). Use that source as background. Leave a visitor's eligibility and tax treatment for qualified review. Avoid marking a listing as exchange-qualified solely from its property category. For a deferred exchange, IRS Publication 544 describes a qualified intermediary as an eligible party operating under a written exchange agreement. That agreement covers acquiring and transferring the relinquished and replacement properties. [IRS Publication 544 (2025), “Qualified intermediary,” checked 2026.10.14](https://www.irs.gov/publications/p544). The Form 8824 instructions identify taxpayer agents and related parties as disqualified from serving as qualified intermediaries. Publication 544 explains the definitions and exceptions. [IRS Form 8824 instructions (2025), “Deferred Exchanges”](https://www.irs.gov/instructions/i8824), and [IRS Publication 544 (2025), “Disqualified persons”](https://www.irs.gov/publications/p544), checked 2026.10.14. Build a service comparison around those boundaries. The following rows are proposed website instructions, subject to your broker's and advisors' review. | Visitor's question | What to explain on the agent page | Next conversation to identify | | --- | --- | --- | | Can you represent me in this market? | Actual service area, property types, responsible agent, and representation process | The agent's property consultation | | Can you help me compare replacement properties? | Search coverage, property information you review, and questions you help organize | The agent's search discussion, with tax questions reserved for the advisors | | Who handles the exchange agreement and formal exchange process? | Keep intermediary services separately identified | A qualified intermediary selected and checked by the visitor | | Does my transaction qualify, and what tax treatment applies? | State the no-tax-advice boundary | The visitor's tax advisor, with intermediary coordination where appropriate | Give readers questions to take to their own advisors. Keep the representation inquiry available without requiring them to choose a provider through your website. ## Support the specialist claim with the work you performed Treat “1031 specialist” as a claim to explain. Before publishing it, identify the relevant work, records, and approved wording. If that evidence is missing, describe your available representation service without asserting specialist experience. Prepare an experience record for each public example. Keep confidential supporting documents in your approved records system. Give the website editor only material cleared for publication. | Experience detail | Evidence to obtain before writing | Public explanation to prepare | | --- | --- | --- | | Representation role | Broker-reviewed transaction record identifying your involvement | Whether you represented the seller or replacement-property buyer | | Property and geography | Approved property record and verified service coverage | The property category and area relevant to the visitor's search | | Work performed | Records supporting your actual tasks | Search preparation, property comparison, or coordination you personally handled | | Coordination boundary | Approved account of who handled each task | What you communicated to the intermediary or advisor, without claiming their work | | Credential, if used | Issuer's current description and confirmation of your status | Exact credential name, issuer, and relevant training | | Publication permission | Broker approval and any required client or content permissions | Only the detail cleared for public use | Keep personal transaction work distinguishable from a colleague's or brokerage's history. Label educational material as educational material. Leave unsupported transaction counts, savings claims, and success rates out of the page. If no client example can be published, explain your actual process and its limits. A proposed search workflow can show what a visitor may discuss. Label it as your proposed service process, with no completed-client result attached. Do not describe a course, badge, or property sale as IRS approval of your representation service. Link a claimed credential to its issuer after verifying the wording. ## Show how you would prepare a replacement-property search Give the visitor a short account of the property work to discuss. Identify the markets you cover, property categories you handle, and information you can review. Name any work that requires another professional's assessment. Organize the service explanation around the buyer's stated requirements. Describe how you gather the target area, property use, purchase range, and search questions. Say how you discuss candidate properties and communicate agreed updates. For each proposed comparison, distinguish listing information, another professional's report, and an unresolved question. Do not turn a property shortlist into an exchange eligibility determination or formal identification record. The [Marcus & Millichap homepage, retrieved 2026.10.14](https://www.marcusmillichap.com/) includes an exchange inquiry with property types, regions, price range, and timing fields. Use those visible categories as a comparison point. Write your own form around the work your practice performs. Add the service evidence a visitor needs to assess you: your role, relevant approved experience, coverage limits, and handling process. An agent selecting website work should require those explanations alongside the form. ## Ask for a representation question with usable context Use a contact action such as **Discuss replacement-property representation**. Identify the receiving agent or team before submission. Keep a separate route for visitors asking about selling an investment property. Specify the following fields as an initial inquiry design. Make contextual questions optional unless your agreed process needs them. | Field | What the recipient needs to learn | | --- | --- | | Name and preferred reply method | How to address and answer the visitor | | Contact detail for that method | Where the requested reply should go | | Representation request | Replacement-property search, investment-property sale, or both | | Target area and property requirements | Whether the requested property work fits the agent's actual coverage | | Working purchase range, if known | The visitor's stated search range, without requesting financial documents | | Current search or sale stage | Whether the visitor is preparing, already searching, or asking about a particular property | | Advisor-confirmed timing, if known | What timing the visitor reports, with unconfirmed details visibly labeled | | Qualified intermediary selected? | Yes, no, or not yet known; contact sharing remains a separate decision | | Main question or property link | What the visitor wants the agent to address | Allow an inquiry without a confirmed deadline or selected intermediary. Request any needed clarification through the agreed human follow-up process. Keep tax returns, bank details, exchange agreements, and wire instructions out of this public form. Place this proposed instruction beside submission: **This form requests real estate representation. Follow your qualified intermediary's instructions for formal exchange identification and exchange documents.** Have the intermediary and tax advisor review the wording before publication. Keep deadline calculations and identification limits in a separately reviewed, dated IRS resource. This service page should help someone assess your representation and ask a property question. ## Accept the page against its claims and received inquiry Ask the builder to demonstrate the page using synthetic details and recipients you control. These are proposed acceptance checks. No functioning website is asserted here. | Check | Evidence to request | | --- | --- | | Service selection | The page identifies actual coverage, responsible agent, available work, and professional boundaries | | Experience claim | Each published example matches its approved source and the agent's actual role | | Buyer inquiry | The intended recipient receives the search area, requirements, stated range, and original question | | Seller inquiry | The recipient can distinguish the selling request from replacement-property representation | | Unknown timing or intermediary | Submission remains possible and the received record preserves the uncertainty | | No unintended sharing | A representation request sends no details to an intermediary or other outside provider | | Confirmation | The message describes an inquiry request without declaring an exchange compliant or a property formally identified | | Phone and keyboard use | Service details, field labels, errors, and submission remain usable under recorded test conditions | Compare the received message with the submitted values. Require the source page and chosen service to survive delivery. Assign an editor to recheck experience wording and official source links when the page changes. ## Put the approved service page in your website brief Bring the service explanation, supported experience, and intended inquiry recipient to the [whole website fix for real estate agents](/for/real-estate). Ask for the written scope to name this page and its approved material. Scale With Search publishes the whole website fix at **$2,000 fixed price** for one listing agent or small team website. It repairs or rebuilds the website as a static site with client-owned hosting. Inquiry repair includes a test inquiry and proof of receipt at the agreed destination. [Published whole website fix, checked 2026.10.14](https://scalewithsearch.com/work). - [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website) - [Check your real estate website in 30 minutes](/articles/real-estate-website-audit) - [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site) ## Related: Real estate - [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website) - [Check your real estate website in 30 minutes](/articles/real-estate-website-audit) - [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site) ---- ```text .|########||. .|########||. .|########||. |##||. .||##|. |##||. .||##|. |##||. .||##|. |#|. .|#|. |#|. .|#|. |#|. .|#|. |#| |#| |#| |#| |#| |#| .#| |#. .#| |#. .#| |#. .#. .#| .#. .#| .#. .#| |#. .#| |#. .#| |#. .#| |# ...... #| |# ...... #| |# ...... #| .# ||#########| #| .# ||#########| #| .# ||#########| #| .#. |######||######|. .#. .#. |######||######|. .#. .#. |######||######|. .#. #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# #. .##|###|##|#|######| .# || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || || |##|#||||||||||||#||#| || # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. # |#||||||||||||||||||||#| #. || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # # .#||||||||||||||||||||||||#| # || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || || ....|||#||||||##|#|||#|#||##||||....|. || #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# #. . ....|# ....#||| ||| .#||| ....#. .# # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. # . ||||#| .#####|| . .#| .#||| ||||# #. .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || .| ||||| #. |#|||||. || #. |#||. .||||| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || || |.... #. ....|#. |. ...|. ....|| || #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# #. .||||||##||||||##||####|||||||#||||||#| .# # .||####|###########################|. # # .||####|###########################|. # # .||####|###########################|. # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#||||||.#.|| # |. ..# #| #|||||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||||| .. |# ## |#| ...#|#|||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#|||#|# .# .#| #| ##|.#..#|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # .#||||||############|######|||||#| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # # |...||#||||||#||||#|#||||||#|||||#||| |.| # #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# #. .. ||||# .|||##|. |#| .|| || .|||#. #| # .# || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || | ...|| ...##| | #| .|. |. ##### .. .| || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || || ||||| || ||||#| . |. |. |#. ||||| |#| || || .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. .# |.....#|....|#.||||.|||##.|#|....||.#||.#. #. #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# #.|||||||#############################| ||| .# || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || || ##||#||#||||||#||#||#||#||##. || # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # # .#|||||||||#||#|||||||||||#| # || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || || |#||||||||||||||||||||||#| || .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. .# |#||||||||||||||||||||#| #. || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || || |#||||||||||||||||||#| || #. .######|#|#########| .# #. .######|#|#########| .# #. .######|#|#########| .# .#. |#####||||#####| .#. .#. |#####||||#####| .#. .#. |#####||||#####| .#. |# ||########|| #. |# ||########|| #. |# ||########|| #. |# ...... #| |# ...... #| |# ...... #| |#. .#| |#. .#| |#. .#| |#. .#. |#. .#. |#. .#. .#| |#. .#| |#. .#| |#. |#| |#| |#| |#| |#| |#| .|#|. .|#|. .|#|. .|#|. .|#|. .|#|. |##||. .||##| |##||. .||##| |##||. .||##| .||########||. .||########||. .||########||. Scale With Search 2026 [scalewithsearch.com](https://scalewithsearch.com) ```