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Our Partner Network — Better Together

At 1031 Taxology, we know that a successful exchange often takes a team. That's why we've built a network of trusted professionals we both work alongside and refer our clients to — ensuring every investor gets the right guidance at every stage of their journey.

Send Clients Our Way

Are you a real estate professional whose clients are selling investment property? We make it easy for your clients to defer capital gains, protect their proceeds, and move forward with confidence. As their Qualified Intermediary, we handle everything — so you look like a hero.

Great referral partners include:

  • Real Estate Agents & Brokers
  • CPAs & Tax Advisors
  • Estate & Real Estate Attorneys
  • Financial Advisors & Wealth Managers
  • Mortgage Brokers & Lenders
Send Clients Our Way
Who We Trust With Your Clients

Who We Trust With Your Clients

When your client needs services beyond our role as QI, we refer only to vetted professionals we trust.

Delaware Statutory Trust (DST) & 721 UPREIT Investments

Kay Properties & Investments — With nearly 20 years of experience and over 4,000 investors served nationwide, Kay Properties is our trusted resource for clients exploring DST and 721 UPREIT replacement property options.

Website: www.kpi1031.com | Phone: 855.899.4597

Why Partner With 1031 Taxology?

  • $0 out-of-pocket fees — your clients pay nothing upfront
  • Interest-bearing, FDIC-insured accounts — funds are safe and working
  • $5M fidelity bond + $5M E&O coverage — fully protected
  • Available 7 days a week — responsive when your clients need answers
  • Nationwide service — we handle exchanges in all 50 states
  • Simple, transparent pricing — no surprises, no fine print

You bring the relationship. We bring the expertise. Your clients win.

Why Partner With 1031 Taxology?
How It Works

How It Works

  1. You refer – Connect your client with us before they close on their relinquished property.

  2. We handle everything – Documentation, compliance, fund management, and IRS-required timelines.

  3. Your client succeeds – A smooth, fully compliant exchange with zero fees and total transparency.

Ready to refer a client or just want to learn more about how we work? We'd love to talk.

Email
sharon@1031exchangenetwork.com

Phone
877-383-2420

Website
www.1031taxology.com

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