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Resources

In The Press

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20-Year-Old Tax Shelter May Be The ‘Way Of The Future’ For America’s Aging Property Owners

by Maddy McCarty

Bisnow

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Investments In Real Estate: Exploring the Alternatives

by Ben Carmona

Forbes

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Perch Wealth Provides Peace of Mind via Real Estate Tax Solutions & Alternative Investments

by Daniel Lee

International Business Times

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Perch Wealth Provides Peace of Mind via Real Estate Tax Solutions & Alternative Investments

by William Mullane

USA Today

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Perch Wealth Highlights Importance Of Bridging The Information Gap In The Investments Sector

by Tom White

Benzinga

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In the Pursuit of Financial Prosperity, Perch Wealth Emerges as a Dynamic Investment Firm

by Roberta Silverglate

California Business Journal

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Diversify Your Portfolio: Perch Wealth’s Strategic Move into Oil and Gas Real Estate Ownership

by Nancy Hughes

The Texas Mail

29122 Rancho Viejo Rd. Suite 111 San Juan Capistrano, CA 92675

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Services

  • 1031 Exchange Solutions
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Resources

  • 1031 Exchange Rules
  • 1031 Exchange Calculators
  • 1031 Exchange Properties
  • On Demand Webinar
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Client Relationship Summary

Securities are offered through Realta Equities, Inc., Member FINRA/SIPC and investment advisory services are offered through Realta Investment Advisors, Inc., co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Perch Wealth.

Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.
Check the background of this firm/Perch Wealth advisors on FINRA’s BrokerCheck.

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.