Skip to content

Online 1031 Identification

1031 Identification Rules

Every 1031 transaction requires investors to follow strict rules to ensure their exchange is tax-deferred and compliant with Internal Revenue Code 1031. Check out our brief video to learn the rules of a 1031 exchange.

01

Use a Qualified Intermediary (QI)

02

Identify a property in 45 days

03

Close in 180 days

ID Within 45 Days

You only have 45 days from your closing to identify replacement properties.

Pick Your ID Rule

See the ID rules here or ask your Perch Wealth reprsentative for assistance.

Submit Name, Email

Send us your name and email and we’ll send you a private link with a secure passcode.

ID With the Wizard

Identify using the Wizard and select to whom you want to email your Identification in PDF form.

MAKING YOUR 1031 IDENTIFICATION PAINLESS

Using our Perch ID Wizard

With Fyntex, one of our preferred Qualified Intermediaries, we built an online wizard to help investors navigate through their 1031 exchange process.

The Perch Wizard

01

 

IRS Compliant

Once you submit your name and email, we’ll take you to a secure page for compliant input.

02

 

Fully Secure

You’ll receive a secure passcode which will serve as your digital signature for ID purposes.

03

 

Anytime, Anywhere

Access the ID Wizard from anywhere at any time from a computer, tablet or smartphone.

Contact us today to learn more.

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

Forbes financial council 2022 Official member

Email | Address

info@PerchWealth.com

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

Sign up for email

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.