Help Your Clients Navigate Their Most Complex Transitions.
Insight Investment Advisers partners with trusted professionals to deliver expert 1031 Exchange and Delaware Statutory Trust guidance — with full transparency and zero disruption to your client relationships.
- CPAs & Tax Advisors
- Qualified Intermediaries (QIs)
- Real Estate Brokers & Agents
- Attorneys (Estate, Real Property, Business)
- Property Managers
Your Clients Deserve a Specialist.
You Deserve a Reliable One.
When your client decides to sell investment property, the clock starts. Insight gives your clients a clear, documented path forward — and keeps you informed every step of the way.
Protect the Relationship You Built
We complement your role — we never compete with it. You remain your client's trusted advisor. We are the specialist you refer when the transaction demands it.
Written Memos, Not Just Advice
Every client engagement includes a formal Investment Summary Memo. You receive documentation you can reference, share, and file — not just a phone call summary.
Nationwide 1031 Capability
Insight can facilitate 1031 exchange and DST transactions in all 50 states. Your clients are not limited by geography — and neither are your referrals.
A Clear, Repeatable Process
You Can Explain to Your Clients
From initial consultation through investment placement, Insight follows a disciplined, documented approach so you always know where your client stands.
Introduction & Discovery
You make a warm introduction. We meet with the client to understand their property, timeline, tax situation, and goals — economically and emotionally.
Strategy & Education
We educate the client on 1031 exchange mechanics, DST options, passive income structures, and the tax implications of each path — in plain language.
Memo Deliverable
Insight prepares a formal Investment Summary Memo outlining the recommended strategy, available offerings, and projected outcomes. A copy is shared with the COI.
Investment & Ongoing Service
We coordinate with your client's QI, attorney, and CPA. After placement, clients access our client portal and receive ongoing advisory support.
Documentation That Earns Trust
Every client engagement produces written materials you and your client can rely on. No vague recommendations — only clear, structured analysis.
Investment Summary Memo
A formal written document outlining the client's situation, recommended 1031 or DST strategy, and the rationale behind investment selections.
- Property sale details & exchange timeline
- Tax deferral analysis and net equity projection
- Recommended DST or passive investment structure
- Sponsor and offering overview
- Client goals alignment summary
Partner Briefing Summary
We keep you informed. COI partners receive a summary version of the memo so you can remain a knowledgeable part of the client's advisory team.
- Strategy selected and rationale
- Timeline and key milestones
- Coordination touchpoints (QI, attorney, CPA)
- Client next steps and action items
1031 Exchange & DST Primers
Insight's educational resources are available for you to share with clients before and after a referral — building confidence early in the process.
- 1031 Exchange Basics guide
- Delaware Statutory Trust Primer
- Tax deferral vs. pay-and-reinvest comparison
- Passive income and legacy planning overview
Post-Investment Reporting
After placement, clients access a secure client portal. You can stay informed on how your referral's investment is performing — keeping your relationship intact.
- Client portal access via investwithinsight.com
- Distribution and performance tracking
- Annual planning review availability
- Open communication with Insight advisory team
Built for the Full Advisory Ecosystem
Every professional in a real estate owner's life has a role in their next move. Here's how Insight fits alongside each one.
CPAs & Tax Advisors
We deliver tax deferral strategy that integrates with your work. Written memos document the approach for your records and client files.
Qualified Intermediaries
We coordinate directly with your timeline and escrow process. Clients arrive knowing their options — making your role smoother.
Real Estate Brokers
Help your seller clients understand the full picture before listing. A 1031 plan often makes the decision to sell easier and faster.
Attorneys
Estate planning, business, and real property attorneys — Insight's structured memos support the legal documentation your clients need.
Property Managers
When your clients are ready to retire from active management, we help them transition to passive income — and a better lifestyle.
How We Work Together
Our Commitment to You
Insight is built on long-term relationships — with clients and with the professionals who serve them. When you refer a client to us, you can expect:
- Prompt, professional outreach to your client
- Regular status updates throughout the process
- A copy of all written memos and summaries
- Coordination with your timeline and deliverables
- Zero pressure — education-first approach always
- Transparent, registered investment advisory standards
What We Ask of You
We keep the partnership simple. All we ask is a warm introduction when one of your clients is:
- Selling investment property, farmland, or a business building
- Concerned about a large capital gains tax bill
- Looking to retire from active real estate management
- Exploring estate planning or legacy wealth transfer
- Asking you about 1031 exchanges or passive investments
Registered & Compliant
Insight Investment Advisers LLC is a Registered Investment Adviser licensed in KS, MO, WI, CA, AZ, and TX — and can facilitate 1031 and DST transactions in all 50 states. Your referrals are in regulated, professional hands.
Why Clients Choose DST & 1031
"The decision to sell and reinvest is economical as well as emotional. Approaching it holistically leads to the best outcome."
— Josh, Founder & President, Insight Investment AdvisersReady to Partner with Insight?
Let's connect and discuss how we can serve your clients — and how the partnership works in practice. No commitment required.
