CPA & Real Estate Agent Referral Partner Program

Become an Aspen Referral Partner!

Join our Partner Program and discover a new way to earn commission by referring clients for a 1031 exchange. As a Referral Partner, we will waive the setup fee for your clients.

Why Partner with Aspen Exchange

Aspen Exchange offers a competitive referral commission structure designed to reward CPAs, real estate agents, tax attorneys, and wealth managers who refer clients for 1031 exchanges. You earn a percentage-based commission on each completed exchange, with recurring commissions for active, ongoing clients who continue to transact through our platform. Commission rates are competitive with industry standards, and partners receive timely payouts directly following each closed exchange.

Your referred clients receive waived setup fees, making the decision to work with Aspen Exchange even easier for them. Every exchange is backed by our unlimited fund insurance, a differentiator no other qualified intermediary offers. Whether a client exchange involves $500,000 or $10 million, those funds are fully insured with no upper limit.

Beyond compensation, partnering with Aspen Exchange positions you as a trusted resource for your clients. By referring them to a vetted, IRS-compliant qualified intermediary, you add value to your professional relationship and help clients achieve their real estate investment goals through tax-deferred exchanges.

How Referrals Work

The referral process is straightforward and requires minimal time on your part:

Identify a client — Identify a client or investor who needs to complete a 1031 exchange for a property sale or reinvestment. Common scenarios include landlords selling rental properties, commercial real estate investors upgrading assets, or individuals transitioning from one investment property to another.
Refer them to Aspen Exchange — Submit their contact information through our referral form on this page. Our team reaches out promptly to schedule a consultation and explain the 1031 exchange process in detail.
Aspen handles the exchange — Our team of experienced 1031 accommodators manages documentation, compliance, and fund management from start to finish. We coordinate with title companies, escrow agents, and other parties to ensure a seamless transaction.
You receive your commission — Once the exchange closes, your referral commission is paid per your partner agreement terms. Ongoing referrals from the same client continue to generate commission income for you.

Who Qualifies

Our referral partner program is open to qualified professionals nationwide who work with real estate investors. Eligible professionals include CPAs and tax professionals who advise clients on capital gains strategies, real estate agents and brokers who help clients buy and sell investment properties, tax attorneys and estate planners who structure complex transactions, and wealth managers and financial advisors whose clients seek tax-efficient investment strategies. If you work with clients who own investment or commercial real estate, you have valuable 1031 exchange referral opportunities.

Important note for CPAs: While a CPA can lawfully serve as a qualified intermediary for a 1031 exchange, they cannot recommend or refer their own tax or advisory clients to their own QI services. This conflict under IRC Section 1.1031(k)-1(k) means CPAs should refer clients to an independent intermediary like Aspen Exchange. Learn more about 1031 exchange rules for real estate professionals.

Benefits for Your Clients

When you refer clients to Aspen Exchange, they gain premium 1031 exchange services designed for investors with transactions from $3 million to $10 million and above:

IRS-compliant exchanges — Every exchange follows strict IRS guidelines for full tax deferral eligibility, including proper identification rules and timeline management under Section 1031.
Personalized service — Dedicated accommodators guide clients through every phase of the exchange, providing one-on-one support from initial consultation through post-exchange reporting.
Automated deadline tracking — Critical identification and exchange deadlines are tracked and managed automatically, reducing the risk of missed timelines that could jeopardize tax deferral status.
Secure and insured funds — Client funds are held in segregated accounts and fully insured with no upper limit, providing peace of mind that their exchange proceeds are protected throughout the transaction.

Learn more about Aspen Exchange and our commitment to professional, secure 1031 exchange services nationwide.

Ready to partner? Complete the form below and our team will follow up with program details, commission rates, and partner agreement terms.