Help your clients understand their options before a real estate sale becomes urgent.
Insight works with CPAs, attorneys, commercial real estate brokers, qualified intermediaries, and other professionals whose clients are selling appreciated real estate, considering a 1031 exchange, or evaluating passive replacement property options.
Common referral situations
Professional partners who advise real estate owners.
Referral relationships work best when everyone has the same goal: helping the client make an informed decision before tax, timing, and replacement property pressure limit their options.
CPAs
For clients facing capital gains, depreciation recapture, state tax exposure, or 1031 exchange questions before a sale.
Attorneys
For clients navigating estate planning, entity structuring, succession planning, business exits, or real estate transactions.
CRE Brokers
For sellers who may need to understand tax deferral and replacement property options before accepting an offer.
Qualified Intermediaries
For exchangers who need advisory guidance on DSTs, replacement options, and whether an exchange strategy fits their goals.
Financial Advisers
For clients with concentrated real estate wealth who are evaluating liquidity, retirement income, and estate planning decisions.
Trusted Advisers
For professionals who regularly encounter landlords, farm families, business owners, and long-time real estate investors.
Good referral moments are usually before the sale closes.
The earlier a client has the conversation, the more flexibility they may have to evaluate tax, exchange, estate, liquidity, and passive ownership options.
The client is selling appreciated real estate
They may need to understand potential capital gains, depreciation recapture, and state tax exposure.
The client wants less property management
They may be interested in remaining invested in real estate without being responsible for tenants, repairs, and vacancies.
The client is approaching retirement
A major real estate sale may affect income planning, estate planning, liquidity, and family wealth transfer.
The client is considering a DST
They may benefit from independent review of sponsor risk, fees, property quality, debt structure, and suitability.
A simple process that keeps the client relationship protected.
We aim to support your client without replacing the role you already play in their planning process.
Intro Call
You introduce the client or ask us to provide educational context.
Initial Review
We discuss the property, timeline, goals, tax exposure, and possible constraints.
Options Discussion
We evaluate whether a 1031 exchange, DST, direct sale, or other path may be worth reviewing.
Team Coordination
Where appropriate, we coordinate with the client's CPA, attorney, QI, and other advisers.
We are decision-first, not product-first.
The goal is not to push every client into a DST or 1031 exchange. The goal is to help the client understand which path best fits their situation.
Fiduciary Standard
As a Registered Investment Adviser, we are legally obligated to place client interests first.
Balanced Analysis
We explain benefits, limitations, risks, alternatives, and when a strategy may not be appropriate.
Partner Respect
We support the client relationship and coordinate with existing advisers rather than replacing them.
Have a client situation you want to discuss?
Send a brief note and we will follow up to discuss whether we can be helpful.
Referral Partner Inquiry
Use this form for professional introductions, client scenarios, or educational collaboration requests.
Have a client selling appreciated real estate?
A short conversation may help clarify whether a 1031 exchange, DST, direct sale, or another strategy deserves closer review.
This page is for general educational purposes only and does not constitute investment, tax, or legal advice. 1031 exchanges and DST investments involve risks and strict requirements. DSTs are illiquid, generally available only to accredited investors, and may result in loss of principal. Clients should consult their CPA, attorney, qualified intermediary, and investment adviser before making decisions.
