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Referral Program

We welcome professional referrals from property managers, real estate agents, CPAs, attorneys, 1031 exchange intermediaries, financial advisors and planners. If you have clients who own rental property and are interested in learning how a 721 exchange might work for their situation, we make the process seamless for both you and your client. Our goal is to provide a white-glove experience to your client while ensuring you remain fully informed and appropriately compensated.

How It Works: A Step-by-Step Guide for Referring Professionals

  • STEP 1

    Make the Introduction

    You introduce your client to us via email, phone, our secure referral form, or by scheduling an appointment. We’ll log your referral and confirm your role as their referring professional in writing.

  • STEP 2

    Initial Consultation

    We conduct a no-obligation consultation with your client to understand their goals and walk them through:

    • How 721 exchanges work
    • Potential benefits (tax deferral, passive income, diversification)
    • Suitability considerations
    • Comparison with DSTs and traditional 1031 exchanges
  • STEP 3

    Preliminary Proposal

    If the client is a good fit, we prepare a customized exchange value proposal based on:

    • Property analysis
    • Estimated ownership units in the fund
    • Tax deferral scenario
    • Target timeline for contribution

    This allows your client to evaluate the concept before reviewing formal offering documents.

  • STEP 4

    Offering Documents and Due Diligence

    If the proposal makes sense, we provide the fund’s Private Placement Memorandum (PPM) and disclosures for legal and financial review.

    We walk your client through:

    1. Fund structure and management
    2. Income distribution strategy
    3. Exit and liquidity options
    4. Asset mix and growth focus
  • STEP 5

    Advisor Coordination

    We invite your client’s tax and legal advisors to participate. With permission, we’ll coordinate directly with them to ensure every aspect aligns with the client’s financial and estate planning goals.

  • STEP 6

    Property Contribution and Closing

    Once ready to proceed:

    • We complete property-level due diligence
    • Your client contributes their property in exchange for fund ownership
    • The transaction is structured as a tax-deferred 721 exchange (UPREIT)
  • STEP 7

    Referral Compensation

    You receive transparent compensation for qualifying referrals, disclosed upfront and paid in accordance with professional and licensing rules.

    Example: Licensed real estate professionals may be eligible for referral fees as permitted under state law.

Who Is This For

  • Real estate agents with investor clients looking to exit landlord duties
  • Property managers whose clients are looking to diversify
  • CPAs advising clients on capital gains, real estate strategy, or retirement planning
  • Attorneys focused on real estate, divorce, or estate planning
  • 1031 exchange intermediaries seeking alternative options for clients nearing the end of their 1031 path and who own residential real estate
  • Financial planners and RIAs helping clients diversify into passive income investments
  • Estate planners helping families simplify generational wealth transfer
  • Family offices seeking passive real estate allocations with tax benefits
  • Insurance agents with clients holding investment properties
  • Property inspectors whose clients are prepping properties for sale
  • Retirement plan administrators working with self-directed IRAs or Solo 401(k)s
  • Banking relationship managers supporting high-net-worth clients with real estate exposure

Why Choose Us

  • Fiduciary-friendly: No pressure, just education and fit
  • Transparent: You’re in the loop at every stage
  • Client-first: We take care of them like you would
  • High-integrity: We’re a reputable, professionally managed fund

What Your Clients Get

  • A fully managed 721 exchange experience
  • Long-term tax deferral and hands-off ownership
  • Passive income from diversified real property holdings
  • Transparent reporting and client communications
  • Optional liquidity features, where available

Partner Benefits

  • Competitive, clearly disclosed referral compensation
  • You stay in the client’s circle of trust
  • Expand your service offering and retention
  • We welcome local contributions: SFRs, condos, small multifamily