National DST Referral Partner Program
For Our Valued Referral Partners
We love collaborating with realtors and other professionals who have clients considering a 1031 exchange. If you have a client who could benefit from a DST solution, we’re here to help make that process smooth and rewarding for both you and them. Partnering with us means you can offer your clients a trusted resource for turning their property sale into a new chapter of financial freedom.
Helping You Help Your Clients
Quick Primer: 1031 → DST
A 1031 exchange lets property owners defer capital gains tax when selling investment real estate. By exchanging into a Delaware Statutory Trust (DST), your client can avoid the headaches of active management while keeping the tax deferral — they trade tenants, toilets, and taxes for professionally managed, passive income.
Why Partner With Us?
Protect Your Client Relationships
We complement your role, never compete. You remain the trusted advisor while we bring specialized DST expertise.
Specialized Knowledge
With decades of experience, we guide clients through 1031 exchanges, DSTs, and advanced strategies designed to defer, reduce, or eliminate taxes.
National Reach
No matter where your client is located, we support them virtually with high-touch service. For significant opportunities, we’ll travel to meet them in person.
How it Works (3 simple steps)
1. Make the Introduction
Send a quick email or phone intro. We’ll take it from there.
2. We Guide the Process
We educate your client, explore options, and design a DST solution that aligns with their goals.
3. You Stay in Control
You remain their primary advisor. We keep you informed at every step.
Benefits for You
Confidence —
Know your clients are in expert hands.
Time Savings —
Free up your schedule while still providing complete solutions.
Enhanced Trust —
Strengthen your role as the professional who brought the right expertise to the table.