Plan Your 1031 First
Setup 1031, Close Phase 1
Identify New Properties
Close Phase 2 and Report
1031 Exchange Resources
1031 Exchange Resources
Ensuring your exchange is compliant and tax deferred
Guiding investors through 1031 Exchanges
Perch Wealth has the experience and expertise to successfully guide you through your 1031 exchange. Our comprehensive database of available investments can ensure you meet the timeframe outlined by the IRS, while our diligent process helps you build an investment portfolio that matches your investment objectives.
We don’t just sell. We educate.
Our experienced and seasoned staff have developed an extensive library of resources to provide you with the education and tools to instill confidence in your exchange. Our mission is to provide you with the quality of service and informed guidance you deserve.
Q + A
What is a 1031 Exchange?
A 1031-exchange is a tax-deferred exchange. It represents a simple, strategic method for selling one property and exchanging it for one or more like-kind properties within a specific time frame.
Why consider a 1031 Exchange?
The Internal Revenue Service allows an investment property owner to exchange their real estate on a tax-deferred basis. In other words, investors defer paying capital gains through a 1031-exchange, which often equals 20% to 30% of their gains.
1031 Exchange Rules
To qualify for your exchange, you must follow a few simple rules to ensure your exchange is both tax-deferred and compliant under Internal Revenue Code 1031. Check out this video to learn more.
USE A QI / IDENTIFY IN 45 DAYS / CLOSE IN 180 DAYS
ENSURING A PAINLESS AND COMPLIANT RESULT
Steps to a Successful Exchange
Speak with an expert first to ensure your transaction is compliant and will meet your tax deferral goals.
Select a Qualified Intermediary and have exchange documents and a 1031 trust account prepared prior to closing.
Identify candidate replacement properties within 45 days of your relinquished property closing.
Close on all replacement property within 180 days, and then report the exchange on your tax return on IRS Form 8824.
Plan Your 1031 First
Speak with an expert first to ensure your transaction is compliant and will meet your tax deferral goals.
Setup 1031, Close Phase 1
Select a Qualified Intermediary and have exchange documents and a 1031 trust account prepared prior to closing.
Identify New Properties
Identify candidate replacement properties within 45 days of your relinquished property closing.
Close Phase 2 and Report
Close on all replacement property within 180 days, and then report the exchange on your tax return on IRS Form 8824.
Perch is dedicated to helping investors accomplish their financial goals. Through unique real estate investment opportunities, our solutions are focused on targeting stable cash flow, favorable tax treatment, and steady appreciation.
Delaware Statutory Trusts (DSTs)
A Delaware Statutory Trust, or DST, is a legally recognized real estate investment trust in which investors can purchase ownership interest. Investors who own fractional ownership are known as beneficiaries of the trust – they are considered passive investors.
Tenants-In-Common (TICs)
With a TIC, each co-owner holds a proportionate share of the title to the property based on their total equity investment. TICs are unique in that decisions, even the most mundane, like with whom to refinance, require the consent of all participating members.
Off-Market/Direct Ownership
Investors looking for direct ownership and management responsibility in their real estate investment can consider an off-market, direct ownership opportunity. Various strategies can be developed across sectors, including retail, multifamily, self-storage, office, and more, to help investors strive to meet their investment goals.
Learn which elevated solution is right for you
REFERENCE MATERIALS FOR EXCHANGERS AND ADVISORS
Education Tutorials
Analytics Tools
1031 Exchange Calculators
We’ve curated a unique set of analytical and replacement property comparison tools to assist you in planning your overall exchange.
TUTORIALS FOR INVESTORS
Educational Videos
1031 EXCHANGE RULES
LIKE KIND PROPERTIES
DEFERRED EXCHANGES
IMPROVEMENT EXCHANGES
REVERSE EXCHANGES
1031 IDENTIFICATION
AVOID THESE 1031 PITFALLS
DELAWARE STATUTORY TRUSTS
Our Goal
Our goal at Perch Wealth is not to make you a 1031 exchange expert. Instead, we want to be the 1031 experts on your team. We will support your efforts, assist with planning, and answer your questions throughout the process. Contact our team to further discuss your investment strategy.
Perch Wealth provides you with access to institutional-quality real estate, management, financing and state of the art 1031 exchange processing.
855-DST-3443
info@PerchWealth.com
31351 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675
Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Perch Wealth and Arkadios are not affiliated through any ownership.
Check the background of this firm/advisor on FINRA’s BrokerCheck. 
© 2023 Perch Wealth.
Real Estate / 1031 Risk Disclosure:
- There’s no guarantee any strategy will be successful or achieve investment objectives;
- All real estate investments have the potential to lose value during the life of the investments;
- The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
- All financed real estate investments have potential for foreclosure;
- These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
- If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
- Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits;
- Tax benefits are not guaranteed and are subject to changes in the tax code.