For Qualified Intermediaries
Real replacement properties, fast responses to ID-deadline windows, and a CPA on the other end of the line.
Direct TIC ownership in current Hartley deals, operating commercial real estate from upcoming inventory, or — with planning — a 721 contribution into the Hartley Income Fund after a qualifying hold.
Matt Foust, our Director of Acquisitions, is a CPA. Your client's tax questions get answered by the same person handling the property side.
Hartley operates two Reg A+ funds focused on institutional self-storage development and stabilized portfolio income. Few replacement-property platforms offer direct self-storage exposure to 1031 exchangers.
Real operating company. Real properties. No blind pools, no opaque DST structures. Your client sees the property, the operator, and the financials before they commit.
Refer during the 45-day window — or before
We'll respond same-day to your client's exchange amount and timeline. If a Hartley property fits, we send offering materials. If not, we'll say so — no time wasted on a property that won't close.
ID documents on your timing
We deliver the identification-letter language and property details on whatever cadence your client's 45-day window requires. If you need it Friday, you'll have it Friday.
We don't flip your client
Your client came from you. We're not building a competing relationship, recruiting them to other Hartley products without your knowledge, or going around you to close. The QI relationship stays intact.
Happy to be on calls together
Matt is comfortable on a three-way call with you and your client to walk through structure, timing, and tax mechanics. We'd rather over-communicate than have a deal blow up at day 175.
Email Matt with your exchanger's closing date, exchange amount, and ID deadline. We'll come back the same day with what fits.
Matt Foust, CPA · Director of Acquisitions