Know who's about to sell
before they call a broker.
Station CRM analyzes NYC property records weekly and scores retail owners on their likelihood to execute a 1031 exchange — so you can reach them while they're still deciding.
What is a 1031 exchange candidate?
A 1031 exchange candidate is a property owner who is likely to sell their current property and use the proceeds to acquire a replacement — deferring capital gains tax under IRC Section 1031. Identifying them before they list gives brokers a prospecting edge: you can approach them with a specific proposition ("I can help you identify your replacement property") before any competitor is in the conversation.
The challenge is identifying them systematically. Most brokers rely on referrals from qualified intermediaries — but by the time a QI is involved, the owner has already listed or is close to signing. You want to reach them upstream.
The signals that predict a 1031 transaction
Station CRM scores each property owner on a weighted combination of these factors.
Properties held 7–15 years represent the sweet spot: significant appreciation, near-peak depreciation recapture exposure, owner motivation to defer gains rather than pay tax.
Cross-referenced purchase price against current submarket comps to estimate equity accumulation. Owners with $2M+ in unrealized gains have the most to gain from a tax-deferred exchange.
Properties approaching full depreciation have increasing exposure to depreciation recapture tax — an additional incentive to exchange rather than sell outright.
LLC and trust structures commonly used for exchange-eligible investment properties. Single-owner LLCs with no corporate parent are more likely to be individual investors than institutional holders.
Recent acquisitions by the same entity (suggesting active investment activity), other properties in disposition status, or related-entity transactions in the same timeframe.
Properties in submarkets with high recent transaction velocity are more likely to attract favorable exit prices — increasing owner motivation to transact now rather than wait.
How it works
We ingest NYC property transfer records from ACRIS (Automated City Register Information System) as they're filed. This includes deed transfers, mortgage recordings, and UCC filings.
Each property is enriched with purchase price, assessed value, owner entity information, submarket classification, and any related transactions by the same entity.
Every Monday, the scoring model runs across all NYC retail properties — weighting hold period, estimated equity, depreciation exposure, entity structure, and submarket signals to produce a 0–100 candidate score.
Top-scoring candidates are published to your CRM dashboard with owner research attached. You review, prioritize, and add to pipeline with one click.
How retail brokers use this list
Reach exchange buyers with specific retail properties in submarkets that match their likely criteria — price, location, lease structure. This is the pitch that converts: you have a solution to a problem they already have.
Approach the likely seller before their property is listed. A specific, data-backed outreach ("based on your 2017 acquisition price and current Flatiron comps, your equity position probably supports an exchange") opens doors that cold calls don't.
The brokers who win 1031 deals most consistently represent both sides — the sale and the acquisition. Getting into the conversation upstream gives you a chance to structure both engagements before a competing broker is involved.
What you receive
Scored and ranked list of NYC retail property owners flagged as likely 1031 exchange candidates. Updated every Monday. Includes owner entity, acquisition date, estimated equity range, submarket, and score.
For each candidate: owner contact information (where publicly available), other properties in their portfolio, estimated hold period, entity structure notes, and CRM relationship cross-reference.
Station CRM generates a data-backed outreach draft for each high-score candidate — referencing their specific acquisition, neighborhood comps, and equity context. You review and personalize; you don't start from blank.
Add any candidate to your CRM pipeline with one click. The property data, owner research, and outreach draft all carry over — no re-entry. Pursuit score updates as you log activity.
Access options
Common questions
See this week's candidate list
30-minute demo. We'll walk through the candidate scoring, show you a live list, and draft an outreach for one of the candidates in real time.
Request a Demo