Driving Growth for
1031 Capital Solutions

Plans Used

CLIENT OVERVIEW

1031 Capital Solutions, a leading alternative investment office specializing in the sale of Delaware Statutory Trusts, sought to enhance its digital footprint to drive growth and scale its business.

CHALLENGES:

  • Limited lead generation and conversion rates.
  • Ineffective marketing strategies.
  • Insufficient online visibility.
  • Manual and inefficient sales operations hindering scalability

SOLUTIONS IMPLEMENTED:

Lead Magnet:
Created a compelling lead magnet leveraging 1031 Capital’s expertise with their book “How to Retire from being a Landlord,” attracting and nurturing potential leads effectively.

Drip Campaigns:
Implemented targeted drip campaigns to engage and retain customers post-purchase, delivering valuable content and personalized offers to maximize lifetime value.

Website Conversion Rate Optimization (CRO):
Designed and developed a user-centric website optimized for conversion, offering seamless navigation, persuasive content, and compelling calls-to-action.

Custom Software Development:
Developed mission-critical custom software to streamline operations, improve efficiency, and facilitate scalability.

RESULTS AND IMPACT:

  • Achieved substantial revenue growth, increasing annual revenue from $10M to $100M between 2022 and 2024.
  • Significantly boosted revenue streams and established 1031 Capital as a market leader in real estate investment.
  • Improved online visibility and lead generation, driving qualified traffic to the website.
  • Enhanced customer engagement and retention, maximizing the lifetime value of clients.
  • Streamlined sales operations and improved scalability with custom software, enabling efficient resource utilization and strategic decision-making.

CONCLUSION:

Through strategic initiatives including lead magnet development, website optimization, post-purchase marketing, and custom sales software implementation, 1031 Capital Solutions achieved remarkable revenue growth and operational efficiency, solidifying its position as a prominent player in the alternative investment space. Today, its broker dealer, Concorde Investment Services, plans to adopt its custom software solution, and scale it to 125 other sales representatives.