1031 Investment Services

Name

1031 Investment Services

Legal name

1031 Investment Services, LLC

Website

https://1031investmentservices.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Real Estate Investment Services

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Real Estate Investment Trusts (6798)

akta.pro primary industry

1031 Exchange Intermediary Services (BPAJAOAL)

Keywords

• 1031 exchange services
• Delaware Statutory Trusts
• Tax deferred investing
• Passive real estate
• Investment property brokerage

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Securities brokerage: The company offers securities through DFPG Investments, LLC, an SEC-registered broker-dealer and member of FINRA/SIPC. Revenue is generated through commissions or fees on investment products sold.
2. Investment advisory services: Investment advisory services are offered through Diversify Advisory Services, LLC, an SEC-registered investment adviser.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

1031 Investment Services is a brokerage and investment advisory firm that helps real estate investors defer capital gains, depreciation recapture, and Net Investment Income Taxes by reinvesting proceeds into professionally managed, institutional quality replacement property such as Delaware Statutory Trusts (DSTs), UPREITs, Tenant in Common (TIC), and Triple Net Lease (NNN) properties. Securities are offered through DFPG Investments, LLC (SEC-registered broker-dealer, FINRA/SIPC member) and investment advisory services through Diversify Advisory Services, LLC (SEC-registered investment adviser).

Product overview

1031 Investment Services offers a unified suite of 1031 exchange-eligible real estate investment products centered on Delaware Statutory Trusts (DSTs) as the primary offering. The portfolio includes DSTs, UPREITs, Tenant in Common (TIC) structures, and Triple Net Lease (NNN) Properties. DSTs serve as the flagship turn-key solution providing professionally managed, institutional quality real estate with property management, financing, and due diligence already in place. The company facilitates 1031 exchanges as the core service mechanism, enabling investors to defer capital gains taxes by reinvesting proceeds from relinquished property into the company's real estate products. All offerings are designed to provide management-free, passive ownership for investors seeking to exchange into higher quality properties while deferring taxes.

Differentiator

Problem solved

Functional benefit

Products and services

• Delaware Statutory Trusts (DSTs)

Quantifiable outcome

• 1550+ successful 1031 exchange transactions facilitated
• +4 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• DFPG Investments, LLCcoreChannel Partner/ Reseller/ DistributorDFPG Investments, LLC is an SEC-registered broker-dealer and member of FINRA/SIPC. 1031 Investment Services offers securities through DFPG. DFPG also performs due diligence on DST offerings before they are presented to the investment committee.
• Diversify Advisory Services, LLCcoreStrategic or Co-development PartnerDiversify Advisory Services, LLC is an SEC-registered investment adviser. The company provides investment advisory services through this affiliated entity.
• Diversify Advisor NetworkcoreStrategic or Co-development PartnerDFPG Investments is associated with Diversify Advisor Network, a full-service broker dealer network that provides infrastructure and support for the distribution of alternative investments.
• DST Sponsor CompaniescoreStrategic or Co-development PartnerThe company works with 44 DST sponsor companies. Due diligence is performed by DST sponsor companies, then additional due diligence by 1031 Investment Services, DFPG, and third-party analysts before investment committee review.
• Alternative & Direct Investment Securities Association (ADISA)minorOthersIndustry trade association with 4,500 key decision-makers representing 220,000+ professionals. Partner Kevin Bendix served as 2016 President and currently chairs the Broker-Dealer Advisory Council. Partner Zach Hoffman is an active member.
• Qualified IntermediariescoreChannel Partner/ Reseller/ DistributorEssential partners for completing 1031 exchanges. Acts as fiduciary holding exchange proceeds and providing services to maintain IRS compliance. The company coordinates with Qualified Intermediaries and can provide recommendations for selecting one.

Scale indicators13 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Pacific Oak Capital Advisors: Pacific Oak Capital Advisors is a real estate investment manager offering institutional-quality private real estate strategies, including DST programs for 1031 exchange investors. It competes for the same end investor and overlaps with 1031 IS in the alternative real estate product shelf.
• Kay Properties & Investments: Kay Properties & Investments is a direct competitor specializing in Delaware Statutory Trust (DST) and TIC placements for 1031 exchange investors, with a similarly narrow focus on management-free replacement property. The firm shares 1031 IS's product set (DSTs, TICs, NNN), minimum-investment structure, and sales-led GTM targeting HNW real estate investors exiting investment property.
• Realized: Realized is a 1031 exchange and DST-focused wealth management firm that helps HNW investors identify, evaluate, and execute 1031 exchanges into diversified DST portfolios. It is directly comparable to 1031 IS in its core service (1031 placement) but differentiates with a more technology-enabled, hybrid digital-plus-advisor model — making it both a direct peer and a competitive threat.
• ExchangeRight: ExchangeRight is a sponsor and manager of 1031-eligible DST portfolios focused on net-leased and multifamily real estate, serving investors executing like-kind exchanges. It is comparable to 1031 IS on the product/inventory side, with overlapping sponsor relationships and a similar investor base.
• Capital Square: Capital Square is a prominent sponsor and issuer of DSTs and other 1031-eligible investment programs, with active placement-agent relationships. It is comparable to 1031 IS in the same DST supply chain, though it operates more on the sponsor/issuer side rather than as an independent placement specialist.
• IPX1031: IPX1031 is a national Qualified Intermediary (QI) facilitating 1031 exchanges, holding exchange funds, and providing related real estate investment products. It is comparable to 1031 IS in the broader 1031 exchange value chain, though it operates primarily on the QI/custody side rather than as a DST placement specialist.
• Carter Exchange (Carter Financial Group): Carter Exchange / Carter Financial Group is a 1031 exchange intermediary and DST placement firm, comparable in product scope and target customer (real estate investors executing like-kind exchanges). It competes for the same HNW 1031 investor base and works with many of the same DST sponsors.
• A 1031 Tax Deferred Exchange: A 1031 Tax Deferred Exchange is a 1031 exchange and DST investment firm providing replacement property solutions, advisory, and QI coordination. It targets the same HNW investor segment completing 1031 exchanges into DSTs and is a direct competitive peer.
• Inland Securities (Inland Private Capital): Inland Securities, part of Inland Private Capital, is one of the largest sponsors and placement agents for DST and 1031-eligible products. It competes directly with 1031 IS on sponsor inventory, distribution, and the set of DST products offered to investors executing 1031 exchanges.

Broad incumbents

• DFPG Investments / Diversify Advisor Network: DFPG Investments is an SEC-registered broker-dealer and the actual distribution and compliance counterparty through which 1031 IS offers securities. As the parent-affiliated infrastructure provider, it is an incumbent player in the alternative-investment broker-dealer space and is also a competitive distribution channel for other advisor firms offering 1031 products.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/1031-investment-services-llc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Investment Services