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Advisor Education Center
Resources to help you advise clients on deferring taxes and earning passive income when selling rental properties.
Enhance Your Client Offering With Real Estate Solutions
Your clients with rental properties may be ready to sell but worried about taxes or passing assets to heirs. Use these resources to guide them toward passive income through professionally managed real estate investments through a 1031, 721 exchange, or cash investment. You’ll find educational guides for your practice and materials to share directly with clients.
Materials for Advisors
Professional’s Guide to 1031 Exchanges
Learn from experts in wealth management, brokerage, and multifamily investing how to help clients save on taxes when selling rental properties and integrate 1031 exchanges into their broader financial strategy.
Webinar Replay: Smart Tax Deferral Strategy
Prefer video? This webinar replay brings our Professional’s Guide to life with expert discussion and real-world examples.
Building a Tax-Deferred Legacy Through Multifamily Investing
Learn best practices and key insights for helping clients build generational wealth through real estate investing.
For Your Clients
Unlocking the Benefits of a 1031 Exchange
Educational guide: Share with clients learning about 1031 exchanges. This guide covers how they work, common pitfalls, and how to sell tax-efficiently.
Investing with 1031 Exchange
One-page overview: Snapshot of how a 1031 exchange can help your clients move from active property management to passive income with Hamilton Zanze.
Multifamily Investing
One-page overview: Get to know Hamilton Zanze — who we are, our investment approach, and a snapshot of our portfolio built over 25 years of multifamily real estate investing.
Earn Passive Income Through a 721 Exchange
One-page overview: How a 721 exchange can help your clients transition from active ownership to passive, diversified multifamily investing.
Request an Advisor Kit
Prefer printed materials? Request a complimentary advisor kit with:
Advisor Material:
- Professional’s Guide to 1031 Exchanges (1 copy)
Client Materials:
- Benefits of a 1031 Exchange educational guide (1 copy)
- Investing with a 1031 Exchange one-pagers (3 copies)
- Multifamily Investing one-pagers (3 copies)
- Unlock Passive Income Through a 721 Exchange one-pagers (3 copies)
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