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Commercial Real Estate Broker: Best Referral Sources

Who should be sending you clients, and the rooms they are already sitting in.

Get the networking events worth showing up to

Tell us where you are. We will send you the best rooms for commercial real estate brokers and the next meeting dates. Add a ZIP and this page will also show your local chapters and which seats are open.

Most business owners network where their competitors are, not where their referral partners are.

Your own trade group is for learning. Your partners' groups are where the work comes from. Everything below starts with one question. When something happens that makes people need commercial real estate brokers, who else gets a call that same week?

Commercial real estate brokers sell to other businesses, and most of the work starts when a business signs a lease or opens a location. It is planned well ahead, so the introduction has to happen early. Clients return now and then, so the introduction has to keep paying off.

What starts the work
  • New lease or locationwhen a business signs a lease or opens a location
  • Commercial property acquisitionwhen an investor or operator buys a commercial building
  • Sale of a businesswhen an owner sells the company
  • Financing or refinancewhen somebody needs a loan closed
  • Business formationwhen somebody starts a company
Block one

Who should be sending you clients

Ranked by what starts the job, not by who sounds close to your trade.

  1. 01

    Business Banker

    Two-way
    74

    Trigger: an investor or operator buys a commercial building

    You and business bankers both get the call when an investor or operator buys a commercial building, usually the same week. This one goes both ways.

  2. 02

    CPA / Accountant

    They send you work
    72

    Trigger: an owner sells the company

    CPAs hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.

  3. 03

    Commercial Lender

    You send them work
    70

    Trigger: an investor or operator buys a commercial building

    You hear about it when an investor or operator buys a commercial building, before commercial lenders do. Expect to give more than you get back here.

  4. 04

    Attorney Business & Corporate

    Two-way
    70

    Trigger: a business signs a lease or opens a location

    You and business attorneys both get the call when a business signs a lease or opens a location, usually the same week. This one goes both ways.

  5. 05

    Restaurant / Food Service

    Two-way
    67

    Trigger: a business signs a lease or opens a location

    You and restaurants both get the call when a business signs a lease or opens a location, usually the same week. This one goes both ways.

  6. 06

    Commercial Property Manager

    You send them work
    67

    Trigger: a business signs a lease or opens a location

    You hear about it when a business signs a lease or opens a location, before commercial property managers do. Expect to give more than you get back here.

  7. 07

    IT Services / Managed IT

    You send them work
    62

    Trigger: a business signs a lease or opens a location

    You hear about it when a business signs a lease or opens a location, before IT and managed service providers do. Expect to give more than you get back here.

  8. 08

    Business Broker

    They send you work
    62

    Trigger: an owner sells the company

    Business brokers hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.

  9. 09

    Real Estate Investor

    You send them work
    59

    Trigger: an investor or operator buys a commercial building

    You hear about it when an investor or operator buys a commercial building, before real estate investors do. Expect to give more than you get back here.

  10. 10

    Hard Money / Private Lender

    You send them work
    59

    Trigger: an investor or operator buys a commercial building

    You hear about it when an investor or operator buys a commercial building, before private lenders do. Expect to give more than you get back here.

Block two

Where those people actually are

Ranked by how many of your best partners are in the room, and how much work each one can send you.

Start here

Vistage

Your partners are in this room: business bankers, CPAs, and business attorneys.

Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.

Paid peer group Monthly $2,000+/yr ~8 hrs/month
Find your local chapter →

Give someone nine choices and they pick none. If you do one thing from this page, do this.

  1. 01

    Vistage

    Paid peer group

    Your partners are in this room: business bankers, CPAs, and business attorneys.

    Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.

    Monthly $2,000+/yr ~8 hrs/month
    Chapter finder →
  2. 02

    Your city or county chamber of commerce

    Chamber of commerce

    Your partners are in this room: business bankers, CPAs, and commercial lenders.

    Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.

    Monthly Under $500/yr ~4 hrs/month
    Chapter finder →
  3. 03

    LinkedIn groups & local B2B communities

    Online community

    Your partners are in this room: business bankers, CPAs, and business attorneys.

    Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.

    Always on Free ~3 hrs/month
    Chapter finder →
  4. 04

    BNI

    Structured referral group

    One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.

    The biggest referral group in the world. You meet every week. Only one person per job. They expect you to show up.

    Weekly $500–$2,000/yr ~8 hrs/month One seat per category
    Chapter finder →
  5. 05

    LeTip International

    Structured referral group

    One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.

    Weekly referral chapters. One person per job. Strong with trades and home services.

    Weekly $500–$2,000/yr ~7 hrs/month One seat per category
    Chapter finder →
  6. 06

    Network In Action

    Structured referral group

    One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.

    Referral groups that meet once a month. Good if you cannot give up a morning every week.

    Monthly $500–$2,000/yr ~3 hrs/month One seat per category
    Chapter finder →
  7. 07

    Master Networks

    Structured referral group

    One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.

    Weekly chapters with one person per job. They spend more time teaching than most.

    Weekly $500–$2,000/yr ~7 hrs/month One seat per category
    Chapter finder →
  8. 08

    An independent local leads group

    Structured referral group

    One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.

    Most cities have small leads groups you will never find online. A realtor or insurance agent usually starts them. Ask three people in your trade who they meet with.

    Weekly Under $500/yr ~5 hrs/month One seat per category
The competitor trap

NAIOP (Commercial Real Estate Development Association)

Most commercial real estate brokers join this room first. It is also the one most likely to be the wrong pick. Developers, owners, and the money behind big projects. This is where a building exists before anyone digs. Everyone in it does what you do. Join it for the training, the licences, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.

NAIOP (Commercial Real Estate Development Association) →

Let us be straight with you. For commercial real estate brokers, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.

Block three

Is your seat open?

Prime Time takes one commercial real estate broker per chapter. Put in a South Florida ZIP above and we will show you which seats are open.

Add a ZIP code at the top of the page to see which seats are open.

Get the dates

Have the next meetings sent to you

The rooms above are the answer. This is when they meet. Tell us where to send it and we will email you the next dates for commercial real estate brokers, with the one page plan.

We already know your trade and your area from this page, so there is nothing else to fill in. We do not ask for a phone number. Every email we send has an unsubscribe link.

Take this with you

Your one-page action plan

Five partners, five things to say, three rooms. Print it and keep it in the car.

Networking plan: Commercial Real Estate Broker

The five people who should be sending you clients

  1. Business Banker (Two-way)
    Shared trigger: an investor or operator buys a commercial building
  2. CPA / Accountant (They send you work)
    Shared trigger: an owner sells the company
  3. Commercial Lender (You send them work)
    Shared trigger: an investor or operator buys a commercial building
  4. Attorney Business & Corporate (Two-way)
    Shared trigger: a business signs a lease or opens a location
  5. Restaurant / Food Service (Two-way)
    Shared trigger: a business signs a lease or opens a location

The three rooms to be in

  1. Vistage: Your partners are in this room: business bankers, CPAs, and business attorneys.
  2. Your city or county chamber of commerce: Your partners are in this room: business bankers, CPAs, and commercial lenders.
  3. LinkedIn groups & local B2B communities: Your partners are in this room: business bankers, CPAs, and business attorneys.

Don't confuse this with networking: NAIOP (Commercial Real Estate Development Association). Learning and supplier access, not referrals.