1031 Capital Solutions Strategic Alliance

Setting a new standard of excellence across the real estate investment industry through a shared platform of cutting-edge technology, advanced tools, and best-in-class teams

Meet the Members

WHAT:

The 1031 Capital Solutions Strategic Alliance is a coalition of real estate investment professionals who share knowledge, technology, and resources.

WHO:

All members of the Alliance have a proven track record of success and share a commitment to delivering the highest level of service, innovation, and value.

WHY:

This transformative initiative redefines the client experience, empowering members with enhanced expertise and resources to deliver truly tailored investment strategies and achieve exceptional outcomes for their clients.

Benefits to Clients and Partners

  • 1031 Capital Solutions’ proprietary due-diligence platform offers a comprehensive suite of tools to better evaluate and understand the true potential of an investment. When analyzing investment properties, this innovative technology goes beyond basic metrics by providing in-depth assessments that factor in everything from market trends to property-specific variables and estimated tax consequences. Seamless side-by-side property comparisons offer a clear presentation of the advantages and drawbacks of each investment option, empowering clients with the data needed to make informed, strategic investment decisions.

  • The 1031 Capital Solutions Processing Team brings specialized knowledge and experience to the table, ensuring that every detail of the transaction is handled professionally and in a timely manner. This streamlines internal efficiencies, helps ensure that all compliance and regulatory requirements are met, and allows affiliates to focus entirely on providing their clients with the best possible advice and strategic guidance.

  • The think-tank environment fostered by this alliance creates an atmosphere where ideas are exchanged, challenged, and refined to develop cutting-edge solutions tailored to clients' unique needs. In this environment, complex problems are approached from multiple angles, leveraging diverse perspectives and expertise to create strategies that are both creative and effective.

  • This strategic alliance leverages the collective knowledge of each member organization, providing clients with access to an unparalleled depth of industry expertise, insight, and experience in real estate investment. This means that clients are not just receiving advice from one firm, but from a coalition of investment professionals who are deeply committed to their success. This depth of knowledge is particularly valuable when navigating the complexities of real estate investments, as it equips clients with a comprehensive understanding of the market, investment strategies, and potential risks.

Alliance Members

Members of the 1031 Capital Solutions Strategic Alliance are selected based on their ability to add value, alignment with the long-term vision, and commitment to collaborate on delivering best-in-class services to clients.

  • Members are dedicated to delivering personalized, client-focused solutions. They prioritize the best interests of their clients and strive to offer tailored investment strategies that meet unique financial needs and goals.

  • Member firms have a proven history of success in the real estate investment space. They demonstrate strong performance, expertise, and an ability to create value for their clients over time. In 2025, three Alliance advisors were among the top ten producers at Concorde Investment Services (CIS), and another was in the Top 25. CIS processes the highest annual volume of 1031 Exchange Delaware Statutory Trust (DST) investments of any broker-dealer in the world.

  • Members are recognized for their high ethical standards, integrity, and professionalism. These firms are trusted partners who build lasting relationships based on honesty and transparency.

  • Members embrace innovation and continuous improvement. They are forward-thinkers that leverage technology, data, and advanced tools to stay at the forefront of the industry.

  • Members value partnership and are open to sharing insights, resources, and expertise. They believe a collaborative environment where ideas are freely exchanged is ultimately beneficial for us all.

Meet the Alliance Members