Preferred Partners for Commercial Real Estate Success
The Marcus & Millichap Preferred Partner Program showcases a curated group of industry-leading companies selected to support the evolving needs of today’s commercial real estate investors, owners, and professionals.
Each partner is featured for their expertise, reliability, and ability to deliver value across a wide range of business needs. No matter where you are in the investment lifecycle, they’re here to help you take the next step.
Explore our partners below for more information, insights, and ways to connect.
Each partner is featured for their expertise, reliability, and ability to deliver value across a wide range of business needs. No matter where you are in the investment lifecycle, they’re here to help you take the next step.
Explore our partners below for more information, insights, and ways to connect.
Legal 1031
Legal 1031 Exchange Services pairs institutional-strength security with direct, personalized access to experienced 1031 professionals, giving investors both confidence in the protection of their exchange funds and hands-on guidance throughout the transaction. With a $50 million fidelity bond, $100 million errors & omissions insurance, and a $15B parent company, Legal 1031 combines robust safeguards with responsive service from a team that includes attorneys and CPAs.Their approach is built around people, not just technology. Clients receive personable, knowledgeable, practical support from the opening of their exchange through closing, with experienced professionals available to help navigate the legal, tax, and transactional complexities of Section 1031 exchanges.
Deferred
Deferred is a modern Qualified Intermediary helping real estate investors complete secure, compliant 1031 exchanges while keeping more proceeds working. Deferred offers $0 fees for standard forward exchanges, interest-sharing on larger exchanges, secure segregated fund handling, experienced exchange officers, and a technology-enabled process that makes exchanging easier.
CSA Partners
CSA Partners has delivered high-quality cost segregation studies since 2006. Their in-house team of cost engineers, construction professionals, and CPAs ensures every study meets or exceeds industry standards and strictly follows the IRS Audit Techniques Guide. Beyond cost segregation, they offer tax services for 1245 exchanges and depreciation recapture mitigation.
CRE Insurance Solutions
Brown & Brown, a leading insurance brokerage and risk management firm, provides the CRE industry with data‑driven insurance indications to evaluate acquisitions and portfolios. Early visibility into insurance costs helps you evaluate risk, sharpen pricing, and make competitive offers.
