Partner with Sterling Exchanges to help your clients defer capital gains taxes and stay invested — without disrupting your advisory role.

Why Financial Advisors Work With Us:​

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💼 Retain Client Assets
Avoid losing AUM when a client sells real estate. We help reinvest sale proceeds into 1031-qualified replacement properties — including DSTs and TICs that complement your portfolio strategies.

🔒 Maintain Control of the Relationship
We operate behind the scenes, ensuring your client sees you as the central advisor while we handle the exchange logistics and compliance.

📈 Add Value Without Added Risk
Expand your advisory toolkit by offering 1031 support — without the burden of structuring, legal compliance, or IRS reporting.

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Our Process:​

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1. You Refer the Client
   We coordinate directly with you and your client — always respecting your role as lead advisor.

2. We Handle the Exchange
   From identification deadlines to replacement acquisition, our team manages every step with full visibility for you.

3. You Retain the Relationship
   We provide detailed reports, ongoing updates, and strategic input so you remain your client’s primary advisor.

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Benefits for You and Your Clients:​

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• Capital gains tax deferral

• Consolidation or diversification of real estate holdings

• Passive-income options through DSTs

• Custom replacement property search

• Estate planning alignment

• Increase of long-term investable wealth

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Value-Add Services:​

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• DST/TIC Solutions: Reinvest proceeds into passive, professionally managed real estate

• Custom 1031 Strategies: Align real estate transitions with retirement or estate plans

• Integrated Planning: We work seamlessly with your client’s CPA or attorney

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Ideal Clients Include:​

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• Property owners nearing retirement

• High-net-worth individuals with multiple real estate holdings

• Clients considering liquidating rentals to simplify

• Clients facing large capital gains exposure

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What Financial Advisors Receive:​

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• Co-branded marketing & education materials

• Ongoing reporting and summaries

• DST/TIC sponsor access (when appropriate)

• Full compliance handling and client confidentiality

• A partner that never competes for your advisory role

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Let's Talk:​

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Book a Strategy Call – Learn how we can help you protect and grow your AUM. Give us a call at 650-209-0883.
[Download the Financial Advisor 1031 Toolkit] – Includes talking points, timelines, and reinvestment guides.

Let’s Work Together

Get in touch so we can start working together.