1031 Capital Solutions

Name

1031 Capital Solutions

Legal name

1031 Capital Solutions

Website

https://1031capitalsolutions.com

Company type

Private

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Tax-Advantaged Real Estate Advisory

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Investors, Nec (6799)

akta.pro primary industry

1031 Exchange Intermediary Services (BPAJAOAL)

akta.pro secondary industries

REITs & Listed Real Estate Securities (FSAAAKAD), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

Keywords

• 1031 exchange advisory
• Tax-deferred real estate
• Delaware Statutory Trusts
• Real estate brokerage
• Accredited investor services

Headquarters

HQ city

Lake Oswego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Securities Brokerage: Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. The firm acts as registered representatives directly brokering DST investments, earning commissions on securities transactions.
2. Advisory Services: Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser. 1031 Capital Solutions provides fiduciary planning, investment advice, and consultation services for a fee.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

1031 Capital Solutions is a fiduciary financial advisory firm that helps accredited real estate investors exit active rental property ownership through 1031 tax-deferred exchanges and other tax-advantaged strategies. The firm curates and brokers a range of vetted passive replacement investments — including Delaware Statutory Trusts (DSTs), REITs, QOZ Funds, Charitable Remainder Trusts, real estate LPs/LLCs, mineral rights partnerships, and intermediary installment sales — and provides fiduciary advisory, education, analysis, consultation, and research support. Securities are offered through affiliated broker-dealer Concorde Investment Services and advisory services through Concorde Asset Management.

Product overview

1031 Capital Solutions is a financial advisory firm that operates as a unified platform offering multiple tax-advantaged real estate investment products and services. The core offerings include 1031 Exchanges, Delaware Statutory Trusts (DSTs), REITs, and Qualified Opportunity Zone (QOZ) Funds, complemented by proprietary software tools (Exchange Illustrator and Alts Illustrator) for investment analysis. The company provides fiduciary advisory services and educational resources, including a published book, to help accredited investors retire from active property management through tax-efficient strategies.

Differentiator

Problem solved

Functional benefit

Brands

• Exchange Illustrator: Proprietary web-based software platform for rental housing providers to evaluate investments and decide whether to keep, sell or exchange properties. Includes Cash Flow Analysis, Tax Estimator, Cash-Out Comparison, and NOI/Cap Rate Sensitivity Analysis modules.
• Alts Illustrator

Products and services

• Advisory Services Fiduciary advisory services providing education, analysis, consultation, and research to help accredited investors make informed decisions about tax-efficient real estate strategies. Offered through Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser.
• 1031 Exchanges & DSTs Tax-advantaged exchange solutions allowing accredited investors to defer capital gains taxes by exchanging investment properties for Delaware Statutory Trusts (DSTs) and other qualified replacement properties. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC.
• QOZ Funds (Qualified Opportunity Zone) Investment opportunities in Qualified Opportunity Zone funds that offer tax benefits for investors seeking to defer and reduce capital gains taxes.
• Charitable Remainder Trusts Trust structures that provide income to investors while ultimately directing assets to charity, offering tax benefits and estate planning advantages.
• REITs Real Estate Investment Trust investments offering accredited investors opportunities to invest in diversified real estate portfolios with potential for income and appreciation.
• Real Estate LPs & LLCs Limited partnership and limited liability company investment structures for real estate investments, providing passive income opportunities and tax advantages.
• Mineral Rights & Drilling Partnerships Investment opportunities in mineral rights and oil/gas drilling partnerships offering alternative investment diversification and potential tax benefits.
• Intermediary Sales Installments Installment sale services facilitated through qualified intermediaries to help investors manage tax deferral strategies.
• Exchange Illustrator Web-based software platform designed for rental housing providers and real estate professionals to evaluate investments and decide whether to keep, sell, or exchange properties. Includes Cash Flow Analysis, Tax Estimator, Cash-Out Comparison, and NOI/Cap Rate Sensitivity Analysis (35 scenarios). Owned by AltsIllustrator, LLC.
• How to Retire from Being a Landlord (Book) A book authored by Richard Gann and Jason McMurtry that teaches property owners how to exchange their rental properties for passive real estate investments while deferring capital gains taxes.

Quantifiable outcome

• Record $110 million DST portfolio transaction for broker-dealer
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eight partnerships are on record, tiered minor and core.

• KOA Financial GroupminorChannel Partner/ Reseller/ Distributor · 1 January 2025Strategic alliance member co-founded in 2025 by Aaron Oborn and Mark Kasminoff. Committed to helping clients build wealth and keep more of what they earn through strategic tax planning. Serves business owners, attorneys, medical professionals, and high net-worth individuals.
• Legacy Investments & Real EstatecoreStrategic or Co-development Partner · 2 December 2024Legacy Investments & Real Estate, LLC has joined the 1031 Capital Solutions Strategic Alliance. Managing Partner Jamie Furlong brings expertise with over 315 Delaware Statutory Trust (DST) transactions facilitated and recognition as #4 top producer overall in 2024. She also serves as Chair of the Sacramento CCIM chapter and was named a 40 Under 40 honoree by the Sacramento Business Journal in 2024.
• AltsIllustrator, LLCcoreTechnology or Integration · 25 November 2024Owns and offers the Exchange Illustrator software platform, an outside business activity of Richard Gann and Jason McMurtry. The software provides tools for rental property cash flow analysis, tax estimation, and DST due diligence. Not affiliated with Concorde Investment Services or Concorde Asset Management.
• Concorde Investment Services, LLC (CIS)coreChannel Partner/ Reseller/ DistributorSecurities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. 1031 Capital Solutions operates as registered representatives through this broker-dealer for DST and other securities transactions. This is a core distribution partnership for all securities offerings.
• Concorde Asset Management, LLC (CAM)coreStrategic or Co-development PartnerAdvisory services offered through Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser. 1031 Capital Solutions provides fiduciary advisory services through this registered investment adviser relationship. Individual Advisor Representatives include Managing Partners Jason McMurtry and Richard Gann.
• Regal Stone Wealth ManagementminorChannel Partner/ Reseller/ DistributorStrategic alliance member led by Rikki Foster, President. Dedicated to client-first wealth management with focus on tax-advantaged solutions. Works with individuals, families, and small businesses on comprehensive financial strategies.
• Kredit 1031minorChannel Partner/ Reseller/ DistributorStrategic alliance member led by Matthew Kredit, Financial Advisor. Specializes in 1031 exchange solutions for real estate investors.
• Summit View AdvisorsminorChannel Partner/ Reseller/ DistributorStrategic alliance member led by Holly Stewart. Focuses on education-based financial planning to help clients reach life goals through strategic tax-advantaged investment strategies.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Passco Companies: DST sponsor and real estate investment manager with active 1031 replacement property programs. Comparable as a counterparty/sourcing partner in DST placements for 1031 advisors.
• IPX 1031 Investment Property Exchange: One of the largest national 1031 exchange Qualified Intermediaries, offering DST access and exchange administration. Comparable in core 1031 service suite, though at materially larger scale.
• Equity Advantage: 1031 exchange company providing replacement property identification, DST access, and qualified intermediary services. Comparable boutique player targeting the same accredited investor segment with overlapping real-estate-tax services.
• Carter Exchange: Specialized 1031 exchange firm providing DST offerings and replacement property services to individual investors. Directly comparable in niche, customer profile, and product mix.
• 1031 Corp. Specialized 1031 exchange intermediary and advisory firm helping investors execute like-kind exchanges, including DST transactions. Comparable in target customer (accredited rental-property owners) and core service offering.
• Kay Properties and Investments: Direct competitor specializing in 1031 exchange advisory and Delaware Statutory Trust placements for individual investors. Operates with a similar education-led, fiduciary sales motion and represents a directly comparable boutique 1031 advisory platform.
• First National 1031 Exchange: 1031 exchange services provider offering DST property access and like-kind exchange administration. Comparable boutique/mid-market 1031 intermediary with overlapping target market.

Broad incumbents

• KBS Capital Markets Group: Major DST sponsor and institutional real estate investment manager. Comparable as a product sponsor in the 1031/DST space, though at materially larger scale and with broader institutional reach.
• Pacific Oak Capital Markets: DST sponsor and alternative investment manager offering 1031-eligible investment programs. Comparable in DST product type and accredited investor focus; broader geographic and product footprint.
• Inland Real Estate Investment Corp: Long-standing DST sponsor and real estate investment manager offering 1031 replacement properties. Comparable as a DST product counterparty with deeper institutional scale than 1031 Capital Solutions' advisory business.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/1031-capital-solutions

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

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 Capital Solutions