CRE Broker Partnerships

Unlock More Than a Commission. Unlock a Smarter Exit for Your Clients.

A new way to serve property owners—with structure, tax efficiency, and long-term value.

Partner With Us

Partner with Medalist REIT

You Know the Challenge

At Medalist Diversified REIT, we partner with commercial real estate brokers to help property owners transition out of active real estate ownership—without triggering a taxable sale.

Highly Appreciated Assets
Your clients are sitting on highly appreciated real estate with significant tax exposure.
Management Fatigue
They're tired of managing tenants, capital improvements, and property turnover.
Transition Needs
They want to retire or simplify but are stuck because of tax consequences.

The Solution

What We Offer Your Clients

The 721 Up-REIT Structure
Contribute real estate into our public REIT in exchange for shares—deferring capital gains while preserving real estate exposure.
Income-Producing Assets
We focus on single-tenant net lease properties with long-term leases to quality tenants.
Public REIT Benefits
As a NASDAQ-listed company, we offer your clients liquidity, transparency, and professional management.

Broker Benefits

What We Offer You

Partner with us to expand your capabilities and deepen client relationships.

An Expanded Toolbox
Stand out by offering a transition path that isn't just "sell or hold." Deliver a tax-aware, strategic alternative.
Stronger Relationships
Help your clients unlock value without leaving the relationship. You stay at the center of their next move.
Referral Opportunities
We're building relationships with brokers who want to play the long game. When you bring value, you get remembered—and referred.