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1031 Exchange Tutorials

REFERENCE MATERAILS FOR 1031 EXCHANGERS

Educational Tutorials

1031 Exchange Guide

Our comprehensive guide to exchanging will explain everything from A to Z.

1031 Exchange FAQ

Have a quick question? You’ll probably find your answer with this exchange FAQ.

Keys to Exchanging

Learn about the highlights of a successful 1031 exchange.

1031 Processing

Get educated on 1031 processing

Perch Wealth provides you with access to institutional-quality real estate, management, financing and state of the art 1031 exchange processing.

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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

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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.

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© 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.