Insights •
Aug 2026
Referral Partners
Become an Aspen Referral Partner!
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.
A Higher Standard of 1031 Exchange Service
When you refer a client to Aspen Exchange, you gain a dedicated 1031 exchange resource that complements the expertise and service you already provide.
Our team takes responsibility for the exchange process while maintaining a high level of communication and coordination with you and the other professionals involved. The result is a more seamless experience for your client—and greater confidence throughout the transaction.
Designed for Significant Real Estate Transactions
Aspen Exchange provides sophisticated 1031 exchange services for investors managing transactions of $3 million to $10 million and above, with a level of attention and oversight appropriate for substantial real estate investments.
- IRS-Compliant Exchange Management
Every exchange is structured and administered in accordance with applicable Section 1031 requirements, with careful attention to identification rules, timelines, documentation, and transaction procedures. - Dedicated, Personalized Guidance
Clients receive direct access to experienced exchange professionals who provide attentive guidance from the initial consultation through completion and post-exchange reporting. - Precision Deadline Management
Critical identification and exchange deadlines are carefully monitored and managed, providing greater certainty throughout the 1031 process and helping clients remain on schedule. - Secure, Insured Exchange Funds
Exchange proceeds are maintained in segregated accounts and protected with comprehensive insurance coverage, providing an added level of security and confidence throughout the transaction.
Learn More About Aspen Exchange
Build a Stronger Client Experience
A 1031 exchange is more than a tax-deferral strategy. It is an important component of an investor’s broader real estate and wealth-building objectives.
By partnering with Aspen Exchange, you can provide your clients with specialized 1031 expertise while remaining focused on the professional relationship and advice you provide.
Ready to Partner with Aspen Exchange?
Complete the form below and our team will connect with you to discuss the Referral Partner Program, commission structure, and partner agreement terms.
Your clients deserve experienced guidance. Your partnership deserves a trusted 1031 exchange resource.
