Our mission is to provide tax-efficient strategies for affluent investors across the US.
1. Take the time to understand your goals and objectives2. Provide objective advice and analysis3. Fully disclose all fees, expenses, risks and limitations related to products and strategies offered4. Provide excellent customer service
Honesty – We provide honest, trustworthy information to our clients.Integrity – We do what we say we will do.Service – We act with a sense of urgency and purpose.Creativity – We explore creative ideas in an effort to find the best solutions.Diligence – We work hard to help our clients meet their financial goals.
Jason is the founder and Managing Partner of 1031 Capital Solutions, where he blends his more than 2 decades of experience in the investment industry together with his real estate expertise to provide customized solutions for accredited investors seeking real estate investment opportunities. Through a consultative and collaborative process, Jason seeks to provide guidance and solutions specifically for investors who want exposure to real estate and real estate-backed investments and other tax strategies.
Prior to founding 1031 Capital Solutions, Jason held executive and sales positions at industry-leading firms including Steadfast Capital Markets Group, Berkeley Capital Securities, Grubb & Ellis, ING, Citigroup, Met Life and John Hancock.
A Southern California native, Jason has lived in the San Diego area for much of the last 20 years. He enjoys surfing, sailing, golfing, snowboarding, spending time with his wife Michelle and two children, and has completed two Ironman triathlons.
In 1996 Jason graduated from University of California Santa Barbara with a bachelor’s degree in philosophy and holds an MBA from South University. He holds a California real estate license (BRE 01781509), a California insurance license (0B87761) as well as series 7, 24, 63, and 79 securities registrations, and is also an Investment Advisor Representative.
To order a copy of Rick’s book, go to: How to Give Presentations that Win
Richard (Rick) Gann is a graduate of UCLA and California Western School of Law. He has been a member of the State Bar since 1997. While finishing law school and studying for the bar exam, Rick befriended his then-neighbor, Jason McMurtry. Rick and Jason have worked together, with few interruptions, for over 20 years.
Before transitioning to financial services, Rick practiced law for nine years in the fields of real-estate taxation and estate planning. Rick proudly helped numerous clients reduce taxes on their real-estate holdings and investments. Rick’s inspiration for helping property owners came from his grandfather, Paul Gann, author of California’s Proposition 13, which lowered property taxes and sparked a nationwide movement of fiscal conservatism.
In 2006, Rick joined Jason at Grubb & Ellis, fka Triple Net Properties. As an attorney, licensed real-estate broker and general securities principal, Rick developed and supervised a retail division of the company, offering 1031-exchange solutions through a network of commercial brokers across the country.
Later, at Steadfast Companies, Rick helped lead a capital markets team that raised over $1.5 billion from individual investors to acquire over 100 apartment communities across the South and Midwest. Rick also helped create a new 1031-exchange program, designed for individual investors seeking to co-invest in REIT-owned properties.
Most recently, Rick was President of the Stira Alcentra Global Credit Fund, which merged in May 2019 with the Priority Income Fund. Rick has been an active member of both the Institute for Portfolio Alternatives (IPA) and Alternative & Direct Investment Securities Association (ADISA) since 2007.
Rick and his wife, Amy, live in Portland, Oregon and also spend a great deal of time in the Seattle area. The Ganns have one son, currently attending college in the UK.
Chair of Real Estate Investment Committee
DFPG Investments, Inc.
Mr. Bendix was the 2016 President of the Alternative & Direct Investment Securities Association (ADISA), formerly known as REISA, which is a national trade association with over 20,000 members who offer and manage alternative investments. He also currently serves on ADISA’s Executive Committee. Prior to this, Mr. Bendix was the Chairman of its Due Diligence Forum, and Co-Founder of ADISA’s Broker-Dealer Advisory Council. He also served on the Membership, Education, and Legislative & Regulatory Committees.
In 2014, Mr. Bendix was awarded A Champion of Excellence (ACE) award, which recognizes ADISA members who have reached the pinnacle of their career through their accomplishments in their professional life, the community, and the advancement of the industry. Mr. Bendix is often asked to speak and present to real estate and securities professionals and their clients. He is an accredited California Department of Real Estate continuing education instructor, teaching on the topics of Tenant in Common Real Estate Investments (TICs), Delaware Statutory Trusts, and IRS Section 1031.
Mr. Bendix received a BS in Information and Computer Science from the University of California at Irvine. Mr. Bendix is also a licensed real estate broker in California and Utah.
Chief Financial OfficerDirector of Due Diligence DFPG Investments, Inc.
Since 2004, Mr. Laga has specialized in the analysis and due diligence of securitized real estate investments and other alternative investment offerings.Prior to joining DFPG in 2012, Mr. Laga served as Chief Operating Officer for FR Risk Management, LLC, a division of FactRight, LLC, where he was responsible for managing and directing the firm’s outsourced due diligence and risk management services for its independent broker dealer clients.
Mr. Laga also served as Vice President of a national real estate sponsor where he was involved in analyzing acquisition opportunities and the asset management of the firm’s portfolio of commercial real estate assets. Prior to that, Mr. Laga was the Director of Due Diligence for Orchard Securities where he was directly involved in the coordinating, structuring and due diligence processes for its managed investment offerings.
Mr. Laga is a frequent speaker at industry conferences and currently serves as the Chairman of the Alternative & Direct Investment Securities Association’s (ADISA) 2016 Due Diligence Forum. Mr. Laga received a BS in Finance from the University of Utah.
The contents of this site constitute neither an offer to sell nor a solicitation of an offer to buy any security which can only be made by prospectus. Investing in real estate and 1031 exchange replacement properties may not be suitable for all investors and may involve significant risks. These risks include, but are not limited to, lack of liquidity, limited transferability, conflicts of interest and real estate fluctuations based upon a number of factors, which may include changes in interest rates, laws, operating expenses, insurance costs and tenant turnover.
Investors should also understand all fees associated with a particular investment and how those fees could affect the overall performance of the investment. Neither 1031 Capital Solutions or its representatives, nor DFPG Investments, Inc. provide tax or legal advice, as such advice can only be provided by a qualified tax or legal professional, who all investors should consult prior to making any investment decision.