For CPAs, Attorneys & Advisors

A clean resource you can share, and a referral partner

If you advise high-net-worth clients facing a taxable sale, use our education with confidence and refer clients when they need a licensed DST professional.

Refer a client or ask a question

Tell us how you work with clients and we will be in touch.

Share our education

Point clients to unbiased, plain-English explanations of DSTs and 1031 exchanges. No product pitch, no pressure.

Refer with confidence

When a client needs to act, we connect them with vetted, licensed broker-dealers and advisors who handle DSTs.

Stay in the loop

We keep referring professionals informed so you always know your client is in good hands.

Who refers to us

Built for the professionals around the deal

  • Estate & trust attorneys
  • CPAs and tax advisors
  • Financial advisors & wealth managers
  • Real estate agents with investor clients
Become a referral partner

Have a 1031 question?

Get a clear answer and a referral to a licensed professional, at no cost.

Educational purposes only. 1031InvestorGuide is not an offer to sell or a solicitation to buy any security, and is not tax, legal, or investment advice. Delaware Statutory Trusts are available only to accredited investors through licensed broker-dealers. Past performance is not indicative of future results. Consult your own advisors.

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