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2025 NMCE Regional Downloads 2025 NMCE Regional Taker Board.pdf 2025 NMCE Regional Quick Pitch.pdf 2025 NMCE Regional Haves and Wants.pdf 2025 NMCE Business Recap.pdf

Our Sponsors NMCE would like to express our gratitude to our Associate Members for their sponsorship. Take a moment to learn more about our sponsors and give them the opportunity to earn your business. Get in Touch Laura Sandoval (505) 891-8733 Get in Touch Shawn Shetter Ashley Straus Martin (505) 295-4590 Get in Touch Richard Greene (505) 292-3200 Get in Touch Bill McCoy (505) 250-7076 Get in Touch Terry White (505) 237-2225 Get in Touch INTERESTED IN BECOMING A SPONSOR? REACH OUT TO US! Become a Sponsor BACK TO TOP

New Mexico Council of Exchangors - Our mission is to educate, mentor and assist brokers with providing creative solutions for their commercial and residential real estate clients. About NMCE The New Mexico Council of Exchangors is a nonprofit, professional organization of licensed Real Estate Brokers that has been active for over 50 years. We are dedicated to educating property owners and real estate professionals to the benefits of Real Estate Exchanges, or “Equity Marketing”. The NMCE’s primary goal is to assist brokers and clients successfully complete transactions. Whether you are considering a 1031 Tax Deferred Exchange or trading property, our group can help you get it done! The NMCE has weekly, innovative marketing sessions that allow our members to exchange ideas, market properties, problem solve, and create transactions for our customers and clients. For more information, please visit the Contact Us Page and send us your info or feel free to reach out to any of the board members. We are happy to share more information about exposing your property to a buying, selling or exchanging opportunity. When the traditional “buy-sell” marketplace is not producing the desired results, a property excha nge, 1031 tax deferred exchange, or equity exchange, may be an alternative to consider! What is Equity Marketing? The merchandising of properties exclusive of cash, or at least the majority of the values transferred is in the form of unencumbered value in real property. Become a Member BACK TO TOP NMCE Mission Statement Our mission is to educate, mentor, and assist brokers with providing creative solutions for commercial and residential real estate clients, alike. We strive to counsel and guide our members through education and seminars in specialized fields such as Real Estate Contracts, Trades and Exchanges, and so much more! By building up the businesses of brokers and satisfying the needs of their clients through fairness and integrity, the NMCE can become the platform that creates trustworthy relationships between clients, brokers and vendors. Placing the brokers’ and their clients’ needs first, combined with expertise and collaboration, leads to successful transactions. Our goal is to become the premier Realtor Association of choice in the marketplace. Become a Member A Bit of Exchangor History The New Mexico Council of Exchangors was originally called the Albuquerque Real Estate Exchange. Below are some of the historical forms used early on in the group. AREE Package Form.pdf AREE Exchanging Seminar 3-29-84.pdf BACK TO TOP

Downloads 2025 Regional Meeting Flyer.pdf 2025 NMCE Regional Package Form.pdf 2025 Business Card Sponsor Flyer.pdf

Haves & Wants One of the most valuable aspects of being a member of the New Mexico Council of Exchangors is the creative marketing and the broad range of potential deals. A large part of the creative marketing is the presentation of haves & wants. NMCE advertises these haves & wants on our website in an effort to help our members make deals. Please note: You must be a member of NMCE to upload and present haves & wants. Definitions Haves: "Haves" refers to specific properties or assets a broker (or their client) currently owns and wants to sell, lease, or exchange. It's a way of presenting available assets to other brokers in the hope of finding a buyer, tenant, or exchange opportunity. By communicating their"Haves", brokers open the door to potential deals with other members of the group. Wants: "Wants" refers to the specific properties or assets a broker (or their client) is seeking to acquire.By detailing their "wants", investors specify their investment criteria – this could include preferred locations, desired property types, price ranges, specific features, or other important parameters. By sharing their "Wants," a broker can find potential matches within the group who have corresponding "Haves" that matches the criteria, facilitating potential exchanges or sales. BACK TO TOP

2025 Regional Packages Filter by Package # Filter by MLS Filter by Counselor Reset Filter

Meet Our Board Members Brandon Sanchez President The Sanchez Group Realty REALTOR/Owner (505) 720-4332 Dion Armijo Vice President The Sanchez Group (505) 688-0381 Kathleen Griego Secretary Coldwell Banker Academy West (505) 573-4347 Christina Sanchez Treasurer Otra Vez Investments, Inc. (505) 553-3556 Laura Tacker Board Member Coldwell Banker Legacy Associate Broker/Realtor (505) 480-4848 Amanda Champine Board Member Dragonfly Capital RE Qualifying Broker/Owner (505) 948-0377 Erica Vesely Board Member Dragonfly Capital RE Associate Broker (505) 250-0847 L.A. (Tony) Trujillo Board Member Nu Mex Realty (505) 450-5456 Angelo Mora Board Member Caruso Realty, LLC (505) 903-2040 BACK TO TOP

Glossary Equity Marketing: The merchandising of properties exclusive of cash, or at least the majority of the values transferred is in the form of encumbered value in real p roperty. Section 1031: Section 1031 is a provision of the Intern al Revenue Code (IRC) that allows a business or the owners of investment property to defer federal taxes on some exchanges of real estate. Section 1031 allows investors in business properties to defer taxes on the profits of properties sold in order to raise cash to purchase other properties. It is sometimes called the Starker Loophole because the sale and purchase do not need to be simultaneous to qualify for the tax deferral. The Section 1031 benefit is not available to sellers or buyers of personal homes. Rules for Using Section 1031: Section 1031 defers tax on swaps of like-kind real estate done in a timely manner. There are a number of important steps to a properly structured 1031 exchange: The real estate purchased with the proceeds must be like-kind. The tax must be paid on any “boot” in the year of the 1031 exchange . A boot is an addition of value to the swap that is not real estate. Once the business or investment real estate is sold, like-kind real estate must be identified within 45 days and acquired within 180 days About Like-Kind Real Est ate Section 1031 defines like-kind as real estate that is held for productive use in a trade or business or for investment purposes. Section 1031 defers tax when this real estate is exchanged in a properly structured 1031 exchange for like-kind real estate that continues to be held for productive use in a trade or business or for investment. Like-kind properties are real estate assets of a similar nature that can be exchanged without incurring any tax liability under Section 1031 of the Internal Tax Code.1 Properties must be held for business or investment purposes but do not need to be similar in grade or quality. Primary residences do not qualify for a 1031 exchange.2 Properties must be held in the United States in order to qualify as like-kind. About the "Boot" Section 1031 allows an investor to give or receive cash or other property that is not like-kind in addition to the like-kind real estate being exchanged. Such additions to the deal, when given or received in a 1031 exchange, is called “boot.” IMPORTANT: To qualify, the investor must use the proceeds of the real estate sale for the new real estate investment within 180 days or the due date of the tax return. The boot triggers taxable gains or losses in the year of the exchange. The taxable amount that is not deferred by Section 1031 is the amount of the boot. The taxable amount that is deferred by Section 1031 is the capital gain or loss on the like-kind real estate exchanged. Timing of the Exchange Section 1031 gives a taxpayer who sells business or investment real estate 45 calendar days from the closing to identify up to three (and under certain circumstances four or more) like-kind replacement real estate properties. The replacement must be acquired and the 1031 exchange completed by the earlier of 180 calendar days or the due date (with extensions) of the taxpayer’s return. Source: Investopedia https://www.investopedia.com/terms/s/section1031.asp BACK TO TOP

Education We are always looking for more education opportunities. If you are interested in a particular topic, let us know. Previous Courses BACK TO TOP

Sample moderator prompts Exchangor Meetings Example Moderator Questions & Prompts Property Details Paint us a quick mental picture of the category of property being offered. In about 3 sentences, give us a concise description of the property. What is the current occupancy? What is the primary cause of the current vacancy? Are the existing rents at current market levels? What are the current rents, what is the potential increase and how long will that take? Is there management available to accommodate an absentee owner? What utilities are to the property? What utilities can be brought to the property and what would be the cost? What deferred maintenance exists and what would be the cost to correct it? What is the highest and best use of this land/site/redevelopment property? What specific entitlements have to be obtained to develop the property for the proposed use? How did you arrive at the presentation price of the property? Is the debt shown on the package an existing debt or proposed new financing? Is the property truly free and clear? How readily saleable is the property? What are the approximate terms of a sale if necessitate within 60-90 days? What potential and/or opportunity may exist in the property that you feel can be achieved by a taker? i.e. increased cash flow, fixer-upper, convert the use, develop, crank Probe questions based on the type of property: a) units - income & expenses b) vacant land c) topography Explain in detail the financing. i.e. due dates, crank-ability - how much? de-finance possibilities where can current mortgages be moved? Benefits What is the primary benefit provided by this property? What is the primary reason that someone would want to own this property? When you say, 'UPSIDE", does that mean that the property will substantially increase in value in a matter of months or a couple of years? Why? Is the cash flow benefit presented based on the current NOI? Do you have market data or a market study to support the feasibility of developing the property? Owner Details Tell us specifically what you might do to help us complete a transaction. In order to complete a transaction, do you see your client: Carrying back Seller financing? Adding cash (amount?) Remaining on the existing debt? Adding other equities or assets to make a larger transaction? Helping a taker qualify for new financing? Continue to manage the property? Leasing back vacant space? NNN master leasing back the property? Leasing back the vacant land or developed vacant site? Guaranteeing the NOI for some period of time? Taking a problem property for equity? Guaranteeing the cost of renovation or completion of a project? Making the mortgage payments for some period of time? Adding mortgage or other notes? Dividing the property? Remaining as a “Partner” in the property for part of the equity? Adding services of value? What services? Accepting “created paper” on other property for part or all of the equity? Accepting an unsecured note for part or all of the equity? Agreeing to an extended contingency period for a taker to obtain entitlements? Obtaining the entitlements for the property? Assisting in obtaining entitlements for the property? Providing fill for the property? Mitigating wetlands or other environmental restraints on the property? Paying all the closing costs and/or commissions? Lease-Optioning the property? Closing at a reduced price with an option to repurchase? Accepting a charitable tax deduction for all or part of the equity? Accepting participation in another project for all or part of the equity? Relate facts about the client which will be of assistance for us to solve their problems: Income Keen interests Family size and/or relatives - how can they help with money or working capital? Type of employment Experience in other properties Relevant personal observations How and why was the property acquired? How long have they owned it? Why does client wish to exchange the property as opposed to selling it? To what extent is your client capable of adding cash? What has your client indicated they would do to obtain their objective (solve problems, make a geographical move, etc.? To what extent is your client geographically limited? Why? What capabilities does your client have to sustain a reverse cash flow position? What in the way of other properties, real or personal, will your client add to achieve his goal? Objective What is the client's objective? Why has the client chosen to dispose of the property What does the client need? What solutions have you formulated that would move your client toward their objective? What offers has the client rejected/accepted? How do you feel we can best help your client? What benefits does your client feel they are receiving from the property? Why did you bring the package to the NMCE meeting? Solutions Are there any part of the property/client objectives that are unclear before we go into solutions? Who has a package that meets the benefits the client is seeking? Who has a client seeking the benefits in this package? What other creative solutions are available? Who can write to that solution? How many are not writing? What would you have the client do so you could write an offer? Formulas Add sweetener Broker a taker Build to suit Buy back Charitable Trusts Condo out Conversion Creation of paper Definance Joint Venture Lease back Loan back Option Overtrade Rezone Separate the interest Subdivide Syndicate Time Share BACK TO TOP

Resources Below is a list of other resources you might find interesting. IRS Website (U.S. - for 1031 Exchange) IRS Publication 544 (Sales and Other Dispositions of Assets) and IRS Form 8824 (Like-Kind Exchanges) are key documents that provide official information about the rules, regulations, and tax implications of property exchanges in the U.S. IRS 1031 Exchange Information Investopedia is a popular online resource that provides comprehensive information on finance, investing, economics, and personal finance. It offers a wide range of articles, tutorials, and tools that are designed to help individuals understand complex financial concepts and make informed decisions. 1031 Definition and Rules for a 1031 Exchange