IN A 1031 EXCHANGE? REINVEST WITH CONFIDENCE
Invest Your 1031 Exchange Proceeds Into Unique Real Estate Opportunities
- Strategic Tax Deferral
- Customized Investment Solutions
- Potential for Stable, Passive, Monthly Income
Complete Your Exchange Typically in Less Than 1 Week!
PERCH EXPERT CONSULTATION REQUEST FORM
Personal Information:
Investments available for Accredited Investors.
$1.2B
in Deferred Taxes
83%
Faster Closure Rate
100%
Portfolio Diversification
500+
Satisfied Investors
WHO IS IT FOR
Elevate Your Real Estate Game with Perch
WHO IS IT FOR
Elevate Your Real Estate Game with Perch
- Ideal for individuals who own an investment property.
- Exclusive service for accredited investors.
- Customized for those either considering a sale, currently in their 45-day identification period, or seeking alternative real estate investment options.
Take the first step towards a less stressful future in real estate investment.
Connect with Perch for a personalized consultation, tailored to elevate your portfolio and peace of mind.
UNLOCK PERCH'S EXCLUSIVE OFFERINGS
Experience the Perch Advantage
in Your 1031 Exchange Journey
Largest Inventory
Diverse selection of investment real estate available nationwide. NNN, multifamily, senior housing, self-storage, industrial, oil & gas, and more!
Complimentary Evaluation
Embark on your investment journey with zero upfront costs. Enjoy a comprehensive property analysis on us.
Tailored Investment Design
Craft a unique investment blueprint that aligns with your goals. Our obligation-free portfolio design puts you in control.
AS SEEN ON
UNRIVALED EXPERIENCE & EXPERTISE
How Perch Outshines the Competition
Experience & Expertise
DST Brokers, Industry Acumen
Custom Portfolio
Tailored Investment Strategy
Speed of Process
Swift Closing within 1 Week
Client Satisfaction
Results with 500+ Satisfied Investors
Risk Mitigation
Diversified Investments
Deferred Taxes
Significant Tax Deferral Achieved
Cost Evaluation
Zero-Cost Initial Assessment
Guidance Through Process
Guided Process to Completion
CLIENT SPOTLIGHTS
Hear From Our Satisfied Investors
"Every person I spoke to was knowledgeable, a good communicator, not pushy, and had a can do attitude in dealing with issues that came up."
"Benjamin Carmona and his team provided a great service to me. They were extremely responsive and knowledgeable. In addition, they were able to get me a position in a highly sought after DST that quickly became fully subscribed."
"Perch has been excellent in making proposals for DST investments and in listening and adjusting to my feedback on them. Their patience has been great as I have modified my own criteria as I have read their documents and proposals. The Perch team has been superb in making the paperwork easy."
FREQUENTLY ASKED QUESTIONS
1031 Exchange Guide
What Is A Tax Deferred Exchange?
A tax-deferred exchange represents a simple, strategic method for selling one qualifying property and the subsequent acquisition of another qualifying property within a specific time frame. Although the logistics of selling one property and buying another are virtually identical to any standard sale and purchase scenario, an exchange is different because the entire transaction is memorialized as an exchange and not a sale. And it is this distinction between exchanging and not simply selling and buying, which ultimately allows the taxpayer to qualify for deferred gain treatment. So essentially, sales are taxable and exchanges are not.
What Is Internal Revenue Code Section 1031?
Because exchanging represents an IRS recognized approach to the deferral of capital gain taxes, it is important for us to appreciate the components and intent underlying such a tax deferred or tax free transaction. It is within Section 1031 of the Internal Revenue Code that we find the core essentials necessary for a successful exchange. Additionally, it is within the Like-Kind Exchange Regulations, previously issued by The Department of the Treasury, that we find the specific interpretation of the IRS and the generally accepted standards and rules for completing a qualifying transaction.
Why Should I Consider A 1031 Exchange?
Any property owner or investor who expects to acquire replacement property subsequent to the sale of his existing property should consider an exchange. To do otherwise would necessitate the payment of capital gain taxes in amounts which can exceed 20%-30%, depending on the appropriate combined federal and state tax rates. In other words, when purchasing replacement property without the benefit of an exchange, your buying power is dramatically reduced and represents only 70%-80% of what it did previously.
© 2023 Perch Wealth.
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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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.