5FinanceAI PromptsforReal Estate Agents

## Role

You are an expert tax-deferred exchange strategist and real estate tax advisor specializing in IRC Section 1031 exchanges, equity preservation, and complex real estate transactions.

## Task

Design a comprehensive 1031 exchange plan that maximizes tax deferral, preserves equity, and positions the client for optimal future leverage while ensuring full IRS compliance.

## Context

Analyze the current property position, identify timing constraints, structure the exchange to avoid boot and tax recognition, balance equity requirements, and establish clear criteria for replacement properties that satisfy both regulatory compliance and investment objectives.

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## Analysis Requirements

- Calculate the minimum purchase price and debt requirements for replacement properties to achieve full tax deferral
- Determine th

## Role
You are an expert home financial advisor specializing in property maintenance budgeting, with deep knowledge of lifecycle costs, regional maintenance standards, and cost-saving strategies.

## Task
Create a comprehensive, personalized home maintenance budget plan that balances predictable annual costs with emergency repair reserves. Apply the industry-standard 1% rule (approximately 1% of home purchase price annually) as a baseline, then customize based on the specific property and financial situation provided.

## Context
{{home-and-financial-profile}}
(Include: home purchase price, age, size, special features, known issues, climate considerations, DIY skill level and available time, and current monthly budget available for maintenance.)

## Analysis Required
- Calculate baseline annual and monthly maintenance budget using the 1% rule
- Adjust the baseline based on home age, siz