Introduce Petra to your client
A brief introduction email or call is all it takes. Petra handles the initial portfolio design conversation and can include you at any stage your client prefers.
Advisors
A trusted DST resource for financial advisors, QIs, CPAs, and estate planning attorneys.
Petra supports professional partners who need a disciplined 1031 DST resource for clients selling real estate, navigating exchange deadlines, or looking for passive ownership strategies that fit a broader wealth plan. We work alongside your team, not around it.
How Petra helps advisor partners
- Custom portfolio design instead of one-size-fits-all property recommendations
- Faster evaluation and communication around replacement strategies
- Shared language around risk, income, and diversification
- Team support across underwriting, research, and transaction coordination
- CPA-level tax strategy support (Brian Woldt) integrated into the process
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Advisor meeting, professional partnership, or consultation visual
How the referral process works
Simple, transparent, and built around your client relationship.
Petra designs a custom POPP
Petra reviews the exchange situation, builds a custom POPP framework, and presents it to your client. You remain the relationship lead and are kept informed throughout.
Execute with full team support
If your client moves forward, Petra's full team handles research, underwriting, transaction coordination, and investor relations through closing.
What advisor partners say
Long-standing relationships built on expertise and results.
"Brad has been a pioneer in the Real Estate space and 1031 market for over 30 years. He has always focused on trying to customize a solution for investors to help alleviate their potential tax burdens. He goes the extra mile to truly understand the situation and develop bespoke solutions."SW Steve Williams, President — Cantor Fitzgerald Capital
"I've known Brad Watt at Petra Capital Advisors for almost 20 years. I have a tremendous amount of respect for Brad and his expertise in providing highly customized and personalized Delaware Statutory Trust portfolio solutions for 1031 exchange investors."SS Scott Saunders, Sr. Vice President — API
"I had the pleasure of working with Brad and his team on a recent 1031 exchange and the process from beginning to end was excellent. Brad provided client-focused solutions that allowed our exchangor to review and select the best overall option for them."TG Tom Gustafson, Manager — Atlas 1031 Exchange
"I have known and worked with Brad Watt personally for nearly 20 years. He has helped clients of the Lombardi Family Office with various real estate opportunities, offering not only his vast expertise, but also a level of service, care and appreciation of their unique situations that made the process seamless."AL Anthony Lombardi, Founder & Executive Director — Lombardi Family Office
Who Petra works with
Professional partners across the 1031 exchange ecosystem.
- Registered Investment Advisors (RIAs) and wealth managers
- Independent financial advisors and broker-dealer representatives
- Qualified Intermediaries (QIs) and exchange accommodators
- CPAs and tax professionals advising clients on capital gains strategies
- Estate planning attorneys with clients transitioning real estate wealth
- Family offices seeking institutional-quality passive investment resources
What makes Petra a strong partner
- Boutique approach: personalized strategy, not mass inventory
- Proprietary REV Score reduces time spent evaluating unsuitable offerings
- POPP delivers a concrete, reviewable strategy your client can discuss with you
- CPA on the team means tax strategy conversations are grounded in real numbers
- Transaction support keeps closings efficient and communication consistent
Start a referral conversation
Ready to introduce Petra to a client?
Use the link below to book a brief advisor-focused conversation, or reach out directly. Petra will respond quickly and keep you in the loop throughout the process.