Case study
1031 Capital Solutions
Driving digital-first growth from $10M to $100M in three years
Designed to help reduce capital gains taxes while aiming to create income, appreciation, and diversification opportunities for the future.
Digital marketing · Lead generation · Custom software
OVERVIEW
1031 Capital Solutions, a prominent alternative investment office focusing on the sale of Delaware Statutory Trusts, partnered with Rothbright to boost its digital footprint and scale operations effectively.
01 / CHALLENGE
Challenge
The firm faced several obstacles: limited lead generation and low conversion rates, ineffective marketing strategies, insufficient online visibility, and manual, inefficient sales operations that impeded scalability.
02 / APPROACH
Approach
Rothbright implemented a multi-pronged strategy: crafted a compelling lead magnet based on the book How to Retire from Being a Landlord to attract and nurture qualified leads; deployed drip campaigns for sustained engagement, delivering valuable content and personalized offers post-purchase; designed a user-centric website, optimized for conversion with intuitive navigation, persuasive messaging, and strong calls-to-action; and developed custom software to streamline sales operations, improve efficiency, and enable scalable growth.
03 / RESULTS
Results
These strategic initiatives delivered remarkable outcomes: 10x annual revenue growth, rising from $10 million in 2022 to $100 million in 2024. Enhanced online visibility and lead generation, driving increased qualified web traffic. Stronger customer engagement and retention, amplifying customer lifetime value. Streamlined operations with scalable software solutions, setting the stage for broader adoption by Concorde Investment Services and expansion to 125 sales representatives.
10×
annual revenue growth from $10M (2022) to $100M (2024)
125
sales representatives now using the platform
04 / CONCLUSION
Conclusion
Through targeted lead generation, conversion optimization, strategic digital engagement, and custom operational tools, Rothbright enabled 1031 Capital Solutions to achieve exponential growth, operational efficiency, and market leadership in alternative investments. This case showcases how a holistic digital transformation can power scalable revenue growth.