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What do you do when a client wants to buy a home but doesn’t quite fit the traditional financing box?

In this episode, we talk about how agents can become better problem-solvers by focusing less on predicting where interest rates or home prices are headed and more on finding solutions that may help clients move forward. We explore strategies including gift funds, retirement funds, seller credits, rate buydowns, investment property strategies, and self-directed IRAs.

The bigger lesson is about expanding your agent toolbox: ask better questions, don’t make assumptions about what a client can or cannot do, and connect them with the right lending and financial professionals to explore their options.

Instead of asking, “Where is the market going?” ask, “What can my client do, and what resources might they have access to?”

That shift can lead to better conversations—and potentially help more people find their path to homeownership.

Disclaimer: The information shared in this podcast is for general educational and informational purposes only and is based primarily on California laws, programs, and real estate practices. Laws, regulations, lending guidelines, tax rules, and program requirements vary by state and individual circumstances and may change over time. Please consult with the appropriate licensed professionals—including a real estate professional, lender, tax advisor, attorney, or financial advisor—to determine what applies to your specific situation. This content is not intended to provide legal, tax, financial, or lending advice, nor does it guarantee eligibility or approval for any particular program or strategy.

Watch the full meeting and access slides here.

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In this episode, Rick Fuller sits down with Mark DiMercurio of 1031 Capital Solutions to uncover a powerful strategy for helping real estate investors who are tired of managing rental properties but don’t want to face a massive tax bill when they sell. They dive into Delaware Statutory Trusts (DSTs), 1031 exchanges, and UPREITs, explaining how these tools can help investors transition from active property management into more passive real estate investments while potentially preserving wealth and creating cash flow. Most importantly, the conversation shows real estate professionals how understanding these options can help them “unlock the won’t-sell seller,” create solutions for aging investors and their families, and uncover listings that may otherwise never come to market. The episode also explores the importance of understanding a client’s deeper “why,” educating rather than selling, and having the right professionals and strategies in your toolbox to help clients make informed decisions and transfer wealth to the next generation.

Contact:

Mark DiMercurio

Sr. Vice President of Investments

100 E. San Marcos Blvd. Suite 400

San Marcos, CA 92069

(925)382-6300

mark@1031capitalsolutions.com

www.1031CapitalSolutions.com

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Today, we’re talking about finishing Quarter 4 strong—and how the way you finish 2026 can set the tone for how you begin 2027.

Leading today’s teaching is Joe Seeley, our Director of Conversion. Joe’s gifting is encouragement, and he has a great way of helping people refocus, reset, and take action when they need it most.

In this teaching, Joe challenges us to take an honest look at our goals, identify the gap between where we are and where we want to be, and focus on the daily activities that will move us forward.

If you feel like you’re behind on your goals this year, this is a great reminder: it’s not over yet. There’s still time to finish strong.

Let’s jump into the conversation with Joe Seeley.

Watch the team meeting and access the slides here.

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