Perch Wealth Videos
Our Videos
Unlocking Tax Benefits: Can Banks Power Your 1031 Exchange?
Investing in Opportunity Zone Funds: What Realtors Need to Know
Retirement Planning: Investing in DSTs vs NNN Properties
Is it Possible to Include the Sale of a Conservation Easement in a 1031 Exchange?
Unlocking the Benefits of Investing in DSTs | Ep 25 | Investment Insights from Perch Wealth
Why are DSTs so Popular? | Ep 24 | Investment Insights from Perch Wealth
Finding the Right DST Broker | Ep 23 | Investment Insights from Perch Wealth
Mastering the Seven Deadly Sins of DSTs | Ep 22 | Investment Insights from Perch Wealth
Exploring Alternative Investment Options | Ep 21 | Investment Insights from Perch Wealth
What is a Delaware Statutory Trust or DST?
Simplifying Property Identification Rules | Ep 19 | Investment Insights from Perch Wealth
The Potential of Retail Real Estate Investment | Ep 18 | Investment Insights from Perch Wealth
Senior Housing: A Lucrative Investment Opportunity | Ep 17 | Investment Insights from Perch Wealth
Navigating the Changing Retail Real Estate Landscape | Ep 16 | Investment Insights from Perch Wealth
Perch Wealth provides you with access to institutional-quality real estate, management, financing and state of the art 1031 exchange processing.
855-DST-3443
in**@Pe*********.com
31351 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675
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.
- 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.