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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 Q1   /   IDENTIFY IN 45 DAYS   /   CLOSE IN 180 DAYS
ENSURING A PAINLESS AND COMPLAIANT RESULT

Steps to a Successful Exchage

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Plan Your 1031 First

Setup 1031, Close Phase 1

Identify New Properties

Close Phase 2 and Report

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.

Alternative investment resources

Plan Your 1031 First

Speak with an expert first to ensure your transaction is compliant and will meet your tax deferral goals.

Alternative investment resources

Setup 1031, Close Phase 1

Select a Qualified Intermediary and have exchange documents and a 1031 trust account prepared prior to closing.

Alternative investment resources

Identify New Properties

Identify candidate replacement properties within 45 days of your relinquished property closing.

Alternative investment resources

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 while refreshing their lifestyles. 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

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1031 EXCHANGE GUIDE

Informational

Apartments | alternative investment resources
1031 EXCHANGE FAQ

Informational

Commercial alternative investment resources
KEYS TO EXCHANGING

Multimedia

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EXCHANGE INTO A DST

DST Investements

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1031 PROCESSING

DST Investments

COMPARISON TOOLS FOR 1031 RESEARCH

Exchange Calculators

We’ve curated a unique set of analytical and replacement property comparison tools to assist you in planning your overall exchange.

1031 Exchange resources
Vesting Wizard

Exchange Tools

1031 Exchange resources
ROI Calculator

Exchange Tools

1031 Exchange resources
1031 Math Wizard

Exchange Tools

1031 Exchange resources
45 Day Calendar

Exchange Tools

1031 Exchange resources
Capital Gain Estimator

Exchange Tools

TUTORIALS FOR INVESTORS

Educational Videos

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Play Video
1031 EXCHANGE RULES
Resources
Play Video
LIKE KIND PROPERTIES
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Play Video
DEFERRED EXCHANGES
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Play Video
IMPROVEMENT EXCHANGES
Resources
Play Video
REVERSE EXCHANGES
Alternative investment resources
Play Video
1031 IDENTIFICATION
Digital resources
Play Video
AVOID THESE 1031 PITFALLS
Resources
Play Video
DELAWARE STATUTORY TRUSTS

Our Goal

Our goal at Perch Wealth is not to make you a 1031 exchange expert. Instead, we want to become 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.

Call

855-DST-3443

Email | Address

info@PerchWealth.com

31351 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675

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FEA Federation of Exchange Accommodators

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.