Partner with STR Advisors
Add DSCR loan brokerage and cost segregation documentation to your service offering for STR investor clients—without adding overhead to your practice.
Three types of professional partners
Real Estate Agents
Your STR buyer clients need a lender who understands DSCR, LLC closing, and AirDNA income analysis. Refer them to us—we handle the financing, you close the deal.
- No conflict with your existing lender relationships
- We specialize only in DSCR/business-purpose lending
- LLC closings coordinated—no quit-claim complications
- Same-day scenario response for your clients
- You stay involved throughout the process
CPAs & Tax Advisors
You determine the strategy. We prepare the property documentation your engineering firm needs to execute the cost segregation study. No tax advice from us—just better-organized inputs for your work.
- We prepare room-by-room documentation files
- You stay in control of client tax strategy
- Engineering firms receive organized, formatted handoff
- Useful for clients with 2025 OBBBA bonus dep. situations
- No fee for reviewing a client scenario with us
Financial Advisors
Clients exploring real estate investment alongside their financial plan need a brokerage partner who understands business-purpose financing. We’re that partner.
- Business-purpose lending education for clients
- DSCR vs. conventional comparison support
- LLC structuring context (attorney referral for legal work)
- No investment advice from us—financing only
- Your client relationship stays primary
Simple referral, no overhead
Introduce Us to Your Client
Share the STR Capital Review link with your client, or submit their scenario yourself. You can introduce us by email, phone, or direct referral—whatever fits your workflow.
We Handle the Financing or Documentation
We take it from there. For financing referrals, we conduct the STR Capital Review, identify lender programs, and guide the client through application to close. For CPA documentation referrals, we complete the property documentation file and hand it off to your engineering firm.
You Stay in the Loop
We keep you informed of milestones and coordinate with you throughout. Your client relationship remains yours. We don’t cross-sell services outside the scope of the referral.
Compensation (Where Applicable)
Referral compensation arrangements are discussed during our initial partnership call. Compensation structures vary based on professional category and applicable state regulations. We do not discuss referral fee arrangements in writing on this page—contact us to discuss specifics.
How STR Advisors supports your cost segregation workflow
When you recommend a cost segregation study for a client’s STR property, the engineering firm needs organized property data to begin. Clients rarely have this ready. The documentation-gathering phase can delay the study by weeks.
STR Advisors’ documentation service puts a guided SMS intake framework in your client’s hands. They photograph the property on their phone using our room-by-room framework. We organize and format the output into a documentation file structured for engineering firm handoff.
We don’t assign asset classifications. We don’t provide tax advice. We don’t tell clients which components qualify for reclassification. That’s your work and the engineer’s work—we just organize the inputs they need to do it efficiently.
CPA Partner Inquiry
Tell us about your practice and client base
STR Advisors does not provide tax advice. Documentation services support your client’s engineering firm—not your tax strategy determinations.
Schedule a Partnership Introduction
Whether you’re an agent, financial advisor, or another professional who works with STR investors, tell us about your practice and how you’re thinking about adding DSCR financing or documentation to your service offering.
- ✓ 20-minute intro call available
- ✓ No pressure, no obligation
- ✓ Same-day response to all inquiries
Partnership Introduction
Tell us about your practice
Referral compensation arrangements, where applicable, are discussed during our partnership call. Not all professional categories qualify for referral compensation under applicable regulations.