Referral Partners

A commercial real estate resource for your client.

I work with clients referred by CPAs, financial advisors, attorneys, architects, bankers, residential agents, and other professionals. The goal is clear evaluation, direct communication, and respect for the relationship that made the introduction possible.

Your relationship stays yours.

I keep the referring professional informed at the level the client and situation allow.

The objective comes first.

The work begins with what the client needs the real estate to accomplish.

A practical next step.

The client can begin with the assessment, or with a direct introduction when the situation is already clear.

CPAs and Attorneys

I work closely with CPAs and attorneys.

You know the client's income, entities, estate plan, and goals. I know the property, the market, and the deal. Working together, the client gets one plan, with the tax, legal, and real estate pieces lined up before anyone signs.

How it works in practice

A high-income client, a large tax bill, and cash that isn't working.

A CPA's client earns well, pays a lot in tax, and holds a large cash position earning very little. Her CPA brings me in.

The CPA maps the tax side. What depreciation would do for this client, how the passive activity rules apply to her, and whether a cost segregation study makes sense.
I find and underwrite the property. Income tested against trailing numbers, expenses at realistic levels, and the downside on the table before the upside.
We compare the options, and I negotiate the purchase. The CPA stays in the loop through closing.

The result: idle cash repositioned into a real asset that can produce income and appreciate over time, with depreciation sheltering part of that income from tax. How far the benefit reaches into the client's other income is the CPA's call. It depends on the client.

Business owners paying rent

Owning the building through a separate entity and leasing it back to the operating company. You set the structure. I find, test, and negotiate the property.

Sales and 1031 exchanges

A client selling appreciated property. I coordinate the sale and the replacement search with the exchange deadlines: 45 days to identify, 180 days to close. The rules.

Estates, trusts, and partnerships

Commercial property held in an estate or trust, or in a partnership that is winding down. A market read on value, a clear plan, and a sale handled cleanly.

No fees between us.

No referral fees or commissions change hands with CPAs, attorneys, or other advisors. Florida limits real estate referral compensation to licensed real estate brokerages, and your recommendation stays clean. You refer because it helps your client.

Tax and legal outcomes depend on each client's situation. Tax and legal advice comes from the client's CPA and attorney. I'm a licensed real estate sales associate.

Real Estate Agents

Your client stays your client.

Residential agents send me clients who need commercial space or a commercial purchase. I handle the commercial side, keep you informed, and hand the residential side back to you.

Referral fees are paid broker to broker, through Bingham Commercial Real Estate, under a written referral agreement signed before the work starts. The fee is a set percentage of my commission, every time.

Referral fees apply only between licensed real estate brokerages.

Make an Introduction

Tell me what your client is evaluating.

Use the form to make an introduction or give me enough context to follow up appropriately.