The Team Behind the Perch Wealth Approach
A Word from Leadership
“In serving as your financial professional, we’re committed to identifying elite real estate opportunities that best fit your unique circumstances. Our role is to guide you through the entire process. We will walk you through your options, implement your strategy, and oversee your trajectory through our ongoing partnership. Our commitment to you is to provide solutions that help you strive to meet your short- and long-term financial goals.”
PERCH PROFESSIONALS AT YOUR SERVICE
The Perch Wealth Team
Email | Address
31351 Rancho Viejo Road
San Juan Capistrano,
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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.
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© 2023 Perch Wealth.
- 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.