An exchange has to be in place before closing. Investors who find you after closing can't use it.
For 1031 intermediaries and advisors
1031 exchange marketing that reaches owners before they list.
An exchange has to be set up before the sale closes, so the best time to reach an investor is before they list. Spur finds long-held investment property owners with large likely gains, plus the CPAs and agents who advise them, and mails clear, educational letters that make you the first call.
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USPSFirst-Class
Gary Nolan5512 W 29th AveWheat Ridge, CO 80214Scan for a free 1031 checklist
Gary N. downloaded the 1031 checklist · 14 min ago
AI-written for this owner · Mailed in 2 days
Long-heldinvestment property owners by equity and tenure
CPAsand agents as referral partners
Educationletters that build trust before the sale
The problem
Most investors hear about 1031 too late.
CPAs, attorneys, and agents steer most exchanges. If they don't think of you, the business goes elsewhere.
Many long-time landlords have never heard of a 1031 or assume it's only for big commercial deals.
How it works
From list to mailbox in one workflow.
The same five steps every time, set up for 1031 exchange intermediaries.
app.usespur.com
Plays for 1031 Exchange
1031 plays you can run in Spur today
Rental owners with large gains who may sell soon.
AbsenteeOwned 15+ yrsEquity 70%+
Owners who may want to trade into property closer to home.
Out-of-stateInvestment
Owners of 2–20 units ready to trade up or simplify.
2–4 units5+ units
Owners who want passive replacement property.
AbsenteeOwned 20+ yrs
Tax professionals with real estate investor clients.
Custom listQuarterly
Agents who regularly list investment property.
Agent list
See it in Spur
A 1031 prospect list in Spur
Sample results for long-held, high-equity rental properties. Names are partly masked.
Jefferson County, COAbsentee ownerOwned 15+ yrsEquity 70%+
- Gary N.6640 Kipling StOwner in Wheat RidgeOwned 20 yrsEst. 85% equity
- Sunrise Rentals LLC4 propertiesMailing in BoulderOwned 17 yrs
- Joan & Phil T.1290 Garrison St (4 units)Owner in Scottsdale, AZFourplexOwned 22 yrs
- Marcus L.7701 W 38th AveOwner in DenverOwned 16 yrsEst. 78% equity
- R. Yamamoto Trust2 propertiesMailing in Seattle, WATrustOwned 25 yrs
AI draft for Gary N. · 6640 Kipling St
Hi Gary,
You've owned your rental on Kipling Street for about 20 years. If you're considering selling, there's one decision worth making before you list: whether to use a 1031 exchange.
A 1031 exchange can let you defer capital gains tax by reinvesting the proceeds into other investment property. The key is timing: the exchange must be set up before your sale closes, you have 45 days to identify replacement property, and 180 days to complete the purchase.
Scan the code for a free one-page checklist, or call to talk it through. Please also speak with your CPA about your specific situation.
Priya Shah · Front Range Exchange · (303) 555-0121
Sample data for illustration. Your results depend on your market and filters.
Playbook
How 1031 intermediaries and advisors find exchange clients
A Section 1031 exchange lets an investor defer capital gains tax when they sell investment or business property and reinvest in like-kind property. The rules are strict on timing: the exchange must be structured before the sale closes, replacement property must be identified within 45 days, and the purchase must be completed within 180 days. That makes timing the central marketing problem: you need to reach investors before they list.
The best direct prospects are owners of investment property with large likely gains: long holding periods, high equity, and often out-of-area owners who may want to trade into something closer to home or more passive. Property data lets you build exactly that list.
Referral partners matter just as much. CPAs, real estate attorneys, and investor-focused agents are usually the first to hear that a client is selling. Quarterly, educational outreach to those partners keeps your name in the conversation.
Keep the message educational. Explain how exchanges work, the deadlines, and what the investor should do before listing, and always encourage them to consult their own tax advisor. Avoid promising tax outcomes. Clear education builds the trust that turns into a call when the sale is real.
8×return on a year of Spur Team from one CPA who refers 5 exchanges
One referral partner can send exchanges every year.
- Spur Team: $588/yr billed annually
- Example exchange fee of $1,000
- One CPA referring 5 exchanges a year = $5,000, or about 8× your subscription
Example math. Exchange fees vary by intermediary and exchange type. Run your own numbers →
One tool, not four
Spur vs. how most intermediaries market
What you needThe usual waySpur
Investor prospect listsNot done, or purchased lists✓ Built in
CPA and agent outreachConferences and lunches✓ Built in
Educational mailBrochures with no personalization✓ Built in
Who's interestedNo signal✓ Built in
Long-term nurtureNewsletter sign-ups only✓ Built in
FAQ
Questions from 1031 exchange intermediaries
Who are the best prospects for a 1031 exchange?
Owners of investment property with large likely gains, usually long holding periods and high equity, who may sell in the next year or two. Out-of-area and tired landlords are often especially interested.
Can Spur find investment property owners?
Yes. Absentee, multi-property, ownership length, and equity filters build lists of likely investment property owners in any market.
Should I market to CPAs and agents too?
Yes. They're often the first to know a client is selling. Many intermediaries run a quarterly educational program for referral partners alongside owner outreach.
Can I give tax advice in the letter?
Keep it educational. Explain how exchanges work and their deadlines, avoid promising outcomes, and encourage owners to consult their own tax advisor.
Do DST sponsors use Spur?
Yes, to reach long-time landlords who want passive replacement property. Follow your securities compliance rules for any investment marketing.
Keep exploring
Related roles and guides
Start in minutes. No card required.
Reach investors before the sale, when an exchange is still possible.
Build a list of long-held investment property owners and send your first educational letter today.
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