The regulated framework through which Mark helps real estate investors explore 1031 exchange and Delaware Statutory Trust strategies — with broker-dealer oversight, and education first.
As Senior Vice President of Investments with 1031 Capital Solutions, Mark DiMercurio helps real estate investors understand their options when it's time to sell — and, when it fits their goals, how to move from active landlording to passive, professionally managed real estate through a 1031 exchange into a Delaware Statutory Trust (DST). Across every chapter of his career, the throughline has stayed the same: education before any decision.
A graduate of California State University, Sacramento with a B.S. in Business, Mark began his career advising high-net-worth family businesses on estate planning — helping families (often with $5 million or more in assets) build plans to transition ownership of their businesses and property to their children. That work shaped how he still approaches every client: start with the family's goals, then build the strategy around them.
In 1993, Mark entered the mortgage industry, where he focused on educating home buyers on how to use real estate leverage to build a portfolio. In 1999 he founded Delta Lending Group, which grew to four offices and 55 loan originators at its peak. Delta Lending continues to operate today, with Mark as a passive owner.
He bought his first rental property in 1995 and has bought and sold many investment properties in the years since. Along the way he has trained thousands of Realtors and clients on 1031 exchanges and on using rental real estate to create tax advantages and passive income. After completing his own first DST, Mark realized he could help others make that same transition from active to passive ownership — and earned his Series 22 and Series 63 securities registrations in order to offer DSTs.
Mark also holds a California Real Estate Broker license (DRE #01150210) and a licensed Loan Originator registration (NMLS #24777).
Away from work, Mark enjoys traveling with his wife, Donna, and their Golden Retriever, Gatsby — and any chance he gets to spend time with his grandsons.
Our Mission
Our mission is to provide tax-efficient strategies for affluent investors across the U.S. — and the Strategic Alliance is the regulated framework that makes it possible.
The 1031 Capital Solutions Strategic Alliance is a coalition of real estate investment professionals who share knowledge, technology, and resources.
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.
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.
Securities are offered through Concorde Investment Services, LLC (Member FINRA/SIPC); advisory services through Concorde Asset Management, LLC, an SEC-registered investment adviser. 1031 Capital Solutions is independent of Concorde, and any DST offering is made only through a sponsor's Private Placement Memorandum available to accredited investors. Verify the firm on FINRA's BrokerCheck.
Managing Partner
Jason is the founder and Managing Partner of 1031 Capital Solutions, where he blends more than two 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, 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.
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 (General Securities representative), 63 (Uniform State Securities Agent), and 65 (Uniform Investment Adviser) securities registrations.
A Southern California native, Jason has lived in the San Diego area for most of the last 20 years. He enjoys surfing, sailing, golfing, snowboarding, jiu jitsu, spending time with his wife Michelle and two children, and has completed two Ironman triathlons.
Managing Partner
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 manage 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 and licensed real-estate broker, 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.
Subsequently, 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 on Bainbridge Island, Washington and have a son in San Diego. Rick is an avid runner, traveler and birdwatcher.
Senior Vice President of Investments
Leveraging over 15 years of experience in both financial services and real estate, Jacob brings a depth of knowledge and unwavering dedication to his role as Senior Vice President of Investments at 1031 Capital Solutions.
His career began in the financial sector, where he honed his analytical skills at esteemed institutions like Wells Fargo Advisors. This strong foundation seamlessly transitioned into the world of real estate, where he worked with top brands like Compass, RE/Max, and Pacific Sotheby's. Over the years, he mastered the intricacies of the residential market, developing a keen understanding of buying, selling, negotiation, and marketing.
In 2022, Jacob transitioned his focus to investors, leveraging his expertise to guide them through 1031 exchanges. He excels at educating clients and meticulously assists them in finding the optimal replacement properties. This dedication to client success, fueled by his diverse background, ensures exceptional service and support for every investor he partners with.
Jacob is a fifth-generation San Diegan, with a Finance degree from San Diego State University. There, he not only excelled academically but also thrived as a scholarship athlete on the school's football team. Beyond his professional accomplishments, Jacob finds immense joy in his family life. Together with his wife, Alyssa, they are raising their daughter, Poppy, and their son, Micah.
Officer bios provided by 1031 Capital Solutions.
Richard and Jason wrote the book on stepping back from active ownership. Request a complimentary hard copy and we'll mail it to you — no charge.
Escape the burdens of ownership and minimize taxes
by Richard D. Gann, JD & Jason L. McMurtry, MBA · Managing Partners of the Alliance
“In How to Retire from Being a Landlord, property owners will learn how to exchange their exhausting and often under-performing rental properties for passive real estate investments, while deferring or even avoiding capital-gains taxes. If you would like to improve both your lifestyle and income, while potentially diversifying into institutionally-operated real estate across multiple sectors and markets, this book is a must-read.”
Book a complimentary, no-pressure educational call with Mark. Please also consult your own tax and legal advisors before making any decision.
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