1031 CrowdFunding

What 1031 CrowdFunding does

1031 Crowdfunding, LLC is a privately held California-based online real estate investment platform founded in 2014 by Edward E. Fernandez. The platform operates as a marketplace connecting accredited individual investors with tax-advantaged real estate investment vehicles, primarily Delaware Statutory Trusts (DSTs) suitable for IRC Section 1031 exchanges, as well as REITs, bridge financing funds, 721 Exchange UPREITs, and Qualified Opportunity Zone funds. The firm runs an integrated ecosystem that sources, underwrites, finances, acquires, and manages assets through wholly-owned subsidiaries including 1031 CF Properties, Covenant Housing REIT (CHREIT), and 1031CF Bridge Fund III. As of the available data, the company has facilitated over $2.8 billion in cumulative equity raised and $8.1 billion in combined real estate transactions, completing more than 2,800 individual 1031 exchange transactions.

The platform combines a self-serve online portal with a direct sales team of FINRA-licensed registered representatives (Series 6, 7, 24, 63) and operates in conjunction with affiliated broker-dealer Capulent, LLC (FINRA/SIPC member, CRD# 155155). Securities offerings are marketed under private placement exemptions. Investment minimums range from $5,000 (CHREIT) to $25,000-$100,000+ (DSTs and Bridge Fund III), targeting accredited investors seeking to defer capital gains taxes, generate passive income, or diversify into institutional-quality real estate. The company reports approximately 40+ employees across Irvine, California and Southlake, Texas offices, with dedicated functions in acquisitions, asset management, capital markets, sales, marketing, technology, and accounting. The technology stack is primarily web-based, focused on an investor portal for registration, document access, and transaction processing, supported by standard integrations such as Google reCAPTCHA and PQINA for file uploads; no proprietary AI/ML capabilities are evidenced.

The business model is transaction-fee-driven, generating revenue from broker-dealer placement fees on capital raised, asset management fees on properties held across its 14 programs and 18 properties, and related capital markets activities. The firm distributes primarily through direct sales, self-serve online registration, and content marketing (blog, video library, calculators, testimonials), with media features in Forbes, Entrepreneur, CNBC, and Inc. The company is BBB A+ accredited and was named #1 Real Estate Crowdfunding Platform for 1031 Exchanges by The Real Estate Crowdfunding Review. Ownership remains with founder Edward Fernandez and the management team; no external funding rounds or institutional investors are disclosed.

Name

1031 CrowdFunding

Legal name

1031 Crowdfunding, LLC

Website

https://1031crowdfunding.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

1031 Crowdfunding is an online real estate investment platform that connects accredited individual investors with DSTs, REITs, bridge financing, and 721/Opportunity Zone funds for tax-advantaged 1031 exchanges, operating via an affiliated FINRA broker-dealer with in-house asset management.

Ownership category

akta.pro rank

Product category

Real Estate Investment Marketplace

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Other Financial Vehicles (525990), Other Financial Vehicles (52599)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Real Estate Investment Trusts (6798), Loan Brokers (6163)

akta.pro primary industry

Real Estate / Property-Backed Marketplace Lending (Non-mortgage) (FSAKAHAG)

Keywords

• Real estate crowdfunding
• 1031 exchange marketplace
• Delaware statutory trusts
• Alternative investments platform
• Tax-deferred real estate

Headquarters

HQ city

Lake Forest

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Digital Commerce or Content

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Infrastructure

Revenue model

1. Broker-Dealer Services: Private investment marketing and broker-dealer services are offered through Capulent, LLC, member FINRA/SIPC. The platform connects investors with DSTs, REITs, and bridge financing offerings.
2. Equity Raising / Capital Generation: The company facilitates capital raising for real estate sponsors through its platform, generating fees from bringing investment opportunities to market.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

1031 CrowdFunding operates an online marketplace that curates and distributes tax-deferred and tax-advantaged real estate investments—primarily Delaware Statutory Trusts (DSTs), 721 Exchange UPREITs, Qualified Opportunity Zone (QOZ) Funds, and bridge/REIT offerings—for accredited investors executing 1031 exchanges. Securities are offered through its affiliated broker-dealer Capulent, LLC (FINRA/SIPC registered), and the company also sponsors proprietary offerings such as the 1031CF Bridge Fund III and Covenant Housing REIT (CHREIT).

Product overview

1031 Crowdfunding operates as an integrated real estate investment platform offering a marketplace for 1031 exchange properties and alternative investment vehicles. The platform's core offerings include the 1031 Exchange Marketplace, the 1031CF Bridge Fund III (15% promissory note), Covenant Housing REIT (CHREIT), 721 Exchange UPREITs, and Qualified Opportunity Zone Funds. Supporting infrastructure includes an Investment Account Platform for accredited investors, an Investment Calculators Suite, and an Education Center. The company also lists various DST products including Senior Housing, Mobile Home Park, and Industrial offerings. The ecosystem is designed to source, underwrite, finance, acquire, and manage assets across multiple tax-advantaged and income-oriented investment vehicles serving both individual and institutional investors.

Differentiator

Problem solved

Functional benefit

Brands

• Covenant Housing REIT (CHREIT): A perpetual-life Real Estate Investment Trust focused on senior housing properties, offering potential income, diversification, and inflation hedge through real estate.
• 1031CF Bridge Fund III

Products and services

• 1031CF Bridge Fund III Proprietary bridge fund offering that provides short-term capital solutions for accredited investors executing 1031 exchanges, allowing them to complete exchanges within IRS deadlines.
• Covenant Housing REIT (CHREIT) Proprietary real estate investment trust sponsored by 1031 CrowdFunding, providing accredited investors access to housing-sector real estate exposure suitable for 1031 exchanges and direct investment.
• 721 Exchange UPREITs Product structure allowing investors to exchange appreciated real estate for units in an operating partnership (UPREIT), deferring capital gains taxes outside the standard 1031 timeline.
• Qualified Opportunity Zone (QOZ) Funds Funds that invest in federally designated Opportunity Zones, offering investors potential tax deferral, reduction, and exclusion on capital gains when held for required periods.
• Delaware Statutory Trust (DST) Marketplace Curated online marketplace of Delaware Statutory Trust offerings—proprietary and third-party—enabling accredited investors to acquire fractional interests in institutional-grade income-producing real estate as 1031 exchange replacement property.
• 1031 Exchange Investor Platform Proprietary online portal where accredited investors can register, complete onboarding, browse vetted offerings, access due diligence, and execute investments in DST, REIT, UPREIT, and QOZ products distributed through the platform and affiliated broker-dealer.

Quantifiable outcome

• 2,800+ successful 1031 exchange transactions completed
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Capulent, LLCcoreChannel Partner/ Reseller/ DistributorCapulent, LLC is a registered broker-dealer, member FINRA/SIPC (CRD# 155155 / SEC# 8-67384), that handles private investment marketing and broker-dealer services for offerings on the 1031 Crowdfunding platform. Certain principals of 1031 Crowdfunding are affiliated with Capulent and offer investment services as registered representatives.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Fundrise: Fundrise is a leading real estate crowdfunding platform offering eREITs and interval funds to retail and accredited investors. While it focuses more on diversified eREITs than 1031 exchanges, it directly competes for the same pool of online retail real estate investors.
• CrowdStreet: CrowdStreet is an online commercial real estate investing platform offering individual investors access to private real estate deals and funds. It directly competes with 1031 Crowdfunding in the online real estate investment marketplace space, with broader commercial real estate exposure.
• RealtyMogul: RealtyMogul operates a real estate crowdfunding and investment platform offering individual investors access to commercial real estate, REITs, and 1031 exchange-eligible properties. It directly competes with 1031 Crowdfunding for accredited investors seeking diversified online real estate exposure.
• PeerStreet: PeerStreet is a real estate investing marketplace that historically focused on short-term, high-yield real estate-backed loans. It is comparable to 1031 Crowdfunding's Bridge Fund III product (real estate-backed lending via marketplace) and competes in the online real estate investment space.
• EquityMultiple: EquityMultiple is a commercial real estate investment platform offering accredited investors access to私募 real estate deals, funds, and diversified portfolios. It directly competes with 1031 Crowdfunding for online real estate capital from accredited investors.
• Yieldstreet: Yieldstreet is an alternative investment platform offering individual investors access to real estate, marine, legal, and other private market assets. It directly competes with 1031 Crowdfunding in democratizing access to alternative real estate investments for accredited investors.
• Realized (formerly 1031 Crowdfunding Exchanges): Realized is a 1031 exchange marketplace connecting investors with DST, REIT, and Delaware Statutory Trust offerings for tax-deferred real estate investing. It is the closest direct competitor to 1031 Crowdfunding, serving identical accredited investor use cases with similar product structures.

Broad incumbents

• Origin Investments: Origin Investments is a private real estate investment firm offering individual and institutional investors access to multifamily and commercial real estate projects. It is comparable to 1031 Crowdfunding as a broader sponsor in the online real estate syndication space, though less focused on 1031 exchanges.

Emerging players

• Roofstock: Roofstock is an online marketplace for buying and selling single-family rental investment properties. It is comparable to 1031 Crowdfunding as an online real estate investment platform serving individual investors, but focuses on single-family rentals rather than 1031-eligible institutional commercial real estate.
• AcreTrader: AcreTrader is an online farmland investing platform offering fractional ownership of agricultural properties. While operating in a different asset class, it is thematically comparable to 1031 Crowdfunding as an online platform democratizing access to institutional-quality alternative real estate investments for individual investors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/1031fund
• Facebookfacebook.com/1031crowdfunding
• LinkedInlinkedin.com/company/1031-crowdfunding-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries3 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 1031 CrowdFunding