Some digital platforms make it near impossible to connect with a real person. Not 1031 Crowdfunding. The real estate investment platform for 1031 exchanges-a capital gains tax deferral strategy for real estate-turns off artificial intelligence (AI) capabilities on its website, requiring people to reach out and connect with a licensed financial professional. Most clients are high-net worth individuals ages 55 to 90 who appreciate the personal touch. "If you want true service, somebody to help give you direction, then you're our customer," explains President and CEO Edward Fernandez.
A growing pool of satisfied investors and a stream of referrals have led to remarkable revenue growth and a first-ever ranking on the Inc. 5000 for this family-run business. And more innovation and expansion are on the horizon.
Denne historien er fra November 2022-utgaven av Inc..
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Denne historien er fra November 2022-utgaven av Inc..
Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.
Allerede abonnent? Logg på
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