Top 10 Reasons to Invest in ICON 1031
Where integrity meets performance in tax-advantaged real estate.
At ICON, we’re redefining what it means to invest with confidence.
Every decision we make begins with transparency, accountability, and trust and is backed by independent, third-party audited accounting from Ed Lloyd & Associates, PLLC, a nationally respected CPA and business-advisory firm serving clients across the nation.
Unlike many private real-estate sponsors, ICON’s books aren’t self-certified. Our financials are independently reviewed, verified, and audited by outside professionals dedicated to precision, compliance, and clarity giving investors total confidence that every dollar is properly accounted for.
Beyond our commitment to transparency, ICON’s direct-to-sponsor model eliminates unnecessary broker-dealer layers, ensuring lower fees, stronger alignment and higher net returns for our investors.
We combine institutional-grade purpose-built real estate, steady monthly cash flow and decades of proven expertise to help accredited investors build wealth the smart, transparent way.
Here’s why sophisticated investors, first-time exchangers and experienced 1031 participants alike, trust ICON 1031 to grow, protect, and preserve their wealth.
1. Independent, Third-Party Audited Accounting — Verified Transparency
Trust begins with accountability. ICON engages Ed Lloyd & Associates, PLLC (elcpa.com), a nationally respected CPA and business-advisory firm headquartered in North Carolina, to provide independent, third-party auditing and accounting oversight across our financial operations.
Founded by Ed Lloyd, CPA, the firm serves entrepreneurs and organizations nationwide with a focus on clarity, proactive tax strategy and financial growth. Their team delivers real-time accounting, CFO-level insight and audited accuracy that gives ICON investors complete confidence in every report.
Unlike many private real-estate sponsors, ICON’s books aren’t self-certified, they’re verified by outside professionals dedicated to precision, compliance and transparency.
This partnership ensures every dollar is accounted for, every distribution reconciled and every financial statement independently confirmed.
Transparency isn’t an option at ICON — it’s standard operating procedure.
2. Direct-to-Sponsor Advantage — Keep More of What You Earn
Most firms stack on broker-dealer fees, intermediaries, and performance hurdles that quietly erode investor returns. Brokers inflate pricing to secure commissions, and sponsors raise valuations to satisfy outside shareholders leaving investors to absorb the cost.
ICON was built differently. By working directly with the sponsor, you bypass those markups and invest at true market value. That means a lower entry point, faster ROI and greater upside at exit.
Go direct. Pay less. Earn more with ICON.
3. Value-Add Opportunities That Unlock Growth
Beyond income, ICON targets value-add properties with high potential for upside through renovations, rebranding and operational improvement.
From aesthetic upgrades and technology enhancements to optimized leasing and amenity expansion, these improvements increase rent potential, boost NOI, and enhance overall asset value.
With an in-house construction company, ICON engineers appreciation and additional returns through strategy, not speculation. By managing construction internally, we eliminate inflated fees and markups from third-party contractors and suppliers, all handled with the same financial discipline and precision trusted by institutional investors.
4. Monthly Income You Can Depend On
ICON’s investments are designed to provide steady monthly cash flow, not speculative returns.
Each property is chosen for its ability to deliver predictable income supported by stable occupancy and prudent expense management. Investors receive transparent reporting and consistent distributions often starting immediately upon close.
And thanks to strategic depreciation and cost segregation, the majority of that income can be tax-advantaged, boosting your real returns.
It’s passive income the way it should be: consistent, efficient and transparent.
5. 100% Passive Ownership, Institutional Management, Personal Care
ICON investors enjoy all the benefits of owning premium real estate without the daily responsibilities of management.
Our team handles everything from leasing and maintenance to accounting and compliance with the professionalism of an institutional-grade operator and the tailored care of a boutique firm.
You’ll receive detailed quarterly reports, proactive communication and responsive service.
It’s truly hands-free real estate investing backed by a team that treats your investment like their own.
We invest right alongside you, your success is our success.
6. Diversified Portfolios That Protect Capital
ICON’s portfolio strategy spans multiple universities, states and markets, delivering diversification and stability in one investment.
By balancing high-performing student housing with select multifamily assets in growth markets, ICON reduces single-market risk and builds consistent, risk-adjusted performance across cycles.
This approach offers investors both protection and performance; a rare balance in private real estate.
7. A Resilient, Recession-Resistant Asset Class
ICON focuses on purpose-built student housing, one of the most resilient and historically stable asset classes in the U.S.
When the economy slows, college enrollment increases. When rents climb elsewhere, student housing stays full. Our properties are located mere steps from major universities with rising enrollment and limited on-campus capacity — driving strong occupancy and rent growth year after year.
In a world of volatility, ICON invests where demand never graduates.
8. Decades of Proven Results & Industry-Leading Experience
Behind every ICON property is a management team with a combined 50+ years of experience in real estate development, construction and asset management.
ICON’s leadership has successfully closed on over $1 billion in student housing assets, including landmark deals such as the $203 million sale of Sol y Luna — one of the top three single-asset student housing sales in industry history.
This isn’t theory, it’s a proven track record of finding, managing and exiting properties that outperform.
When you invest with ICON, you’re partnering with professionals who have thrived through multiple market cycles including the 2008 housing crash to COVID-era disruptions and delivered measurable results — not just marketers, real operators.
9. Inflation Protection and Market Stability
With annual rent resets, steady enrollment demand and consistent occupancy, ICON’s properties are naturally structured to outperform during inflationary and recessionary environments.
While traditional real estate sectors can suffer from volatility, student housing’s built-in demand drivers: education, limited supply and necessity-based housing — provide a steady foundation for predictable returns.
ICON investments are built for performance and endurance.
10. 1031 Exchange Mastery — Built for Simplicity and Success
Executing a 1031 exchange can be complex but with ICON, it’s seamless.
Our team specializes in TIC and DST structures, helping investors defer capital gains taxes while upgrading into premium, income-producing real estate.
We handle the entire process from Qualified Intermediary coordination and due diligence to property identification and closing ensuring your exchange is IRS-compliant, stress-free, and timed to perfection.
ICON is a full-service 1031 exchange partner committed to your long-term success.
BONUS: Build Legacy Wealth Through Strategic 1031 Planning
ICON’s goal isn’t just to help you earn, it’s to help you build generational wealth.
Through successive 1031 exchanges, investors can defer capital gains indefinitely and pass assets to heirs with a step-up in basis, effectively erasing decades of tax liability.
This approach turns short-term income into a multi-generational strategy protecting what you’ve built and empowering those who come after you.
Ready to Invest Smarter?
Grow your wealth through institutional-grade, tax-advantaged real estate — without unnecessary fees, uncertainty, or complexity.
Schedule your 1031 consultation today and see why more investors are choosing ICON 1031 as their trusted real estate partner.
Disclaimer – All real estate investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Please review the Private Placement Memorandum (PPM) before investing.