Perch Wealth 1031 Exchange

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🇺🇸 Honoring Our Veterans 🇺🇸To our men and women in uniform, past, present, and future, THANK YOU!
11/11/2024

🇺🇸 Honoring Our Veterans 🇺🇸
To our men and women in uniform, past, present, and future, THANK YOU!

Join us for an informative webinar presented by  and  . We’ll explore the details of 1031 like-kind exchanges and Delawa...
06/06/2024

Join us for an informative webinar presented by and . We’ll explore the details of 1031 like-kind exchanges and Delaware Statutory Trusts (DSTs). Learn how these strategies can help you defer capital gains taxes, diversify your investments, and potentially enhance your wealth. Perfect for both experienced investors and newcomers to real estate, this webinar offers essential insights and tactics to help you reach your financial goals. Tune in and start your journey to unlocking your wealth potential!
https://youtu.be/fJpogParmW4

Diversify Your Investments with Expert Guidance.▪️ Benefit from working with seasoned professionals.▪️ Preserve your har...
03/15/2024

Diversify Your Investments with Expert Guidance.

▪️ Benefit from working with seasoned professionals.
▪️ Preserve your hard-earned wealth.
▪️ Navigate 1031 exchanges with ease.

Let Perch Wealth’s experts unlock the full potential of your portfolio. Experience the difference expertise makes! Visit www.perchwealth.com to learn more.

YOU'RE INVITED to an insightful webinar that promises to unlock the mysteries behind transitioning a DST into a 721 UPRE...
03/13/2024

YOU'RE INVITED to an insightful webinar that promises to unlock the mysteries behind transitioning a DST into a 721 UPREIT! Join us for an engaging conversation with the esteemed WARREN THOMAS, Managing Partner at ExchangeRight Real Estate, as he shares his invaluable expertise on the process and potential benefits of 721 UPREITs and ExchangeRight's investment strategy.

📆 Date: Tuesday, March 19th

🕒 Time: 1pm PST / 4pm EST

📌 RSVP Today: https://bit.ly/3v9yJUn

Can You   into a Real Estate Investment Trust ( )? Yes, but the process is complex and involves several steps. To fully ...
02/21/2024

Can You into a Real Estate Investment Trust ( )? Yes, but the process is complex and involves several steps.
 
To fully understand how it works, it’s important to first understand the basics of real property, 1031 exchanges, and REITs. While the exchange of real property is straightforward, REITs are more complex. Keep reading to find out more about the steps involved in completing a successful 1031 exchange into a REIT.

Read Article: https://bit.ly/42OQvc3

Thank you  for featuring Perch Wealth! Want to learn more about using     for tax deferral and wealth preservation? Cont...
02/13/2024

Thank you for featuring Perch Wealth! Want to learn more about using for tax deferral and wealth preservation? Contact us today.

Want to learn more about 1031 Exchanges and Delaware Statutory Trusts? Register for our On-Demand Webinar today and watc...
02/05/2024

Want to learn more about 1031 Exchanges and Delaware Statutory Trusts? Register for our On-Demand Webinar today and watch anytime, anywhere! bit.ly/3un6iSu

Are you prepared for tax season? Learn how DST income is reported in our latest article.           Commercial real estat...
01/25/2024

Are you prepared for tax season? Learn how DST income is reported in our latest article.

Commercial real estate is a highly tax advantaged industry, and this is true whether someone invests in real estate directly or passively through a syndication, fund, or Delaware Statutory Trust (DST). In all cases, investors can write off significant expenses, like depreciation, that can potentially offset the taxes they would otherwise pay on income earned from those assets.

In this article, we look at what DST investors need to know ahead of filing their tax returns each year.

READ MORE: https://bit.ly/49b6I2L

Check out our latest article in ! Want to learn more about 1031 exchanges, DSTs and alternative investments? Call 855-47...
01/16/2024

Check out our latest article in ! Want to learn more about 1031 exchanges, DSTs and alternative investments? Call 855-478-3442

Bit.ly/3U35blr

Want to learn more about 1031 exchanges and how they can be a tool for tax deferral? Download your FREE copy of our eBoo...
01/08/2024

Want to learn more about 1031 exchanges and how they can be a tool for tax deferral? Download your FREE copy of our eBook today! Bit.ly/3TT1Q8v

WEBINAR: January 18th, 11am PST / 2pm ESTWe are thrilled to extend an exclusive invitation to you for a groundbreaking w...
01/04/2024

WEBINAR: January 18th, 11am PST / 2pm EST

We are thrilled to extend an exclusive invitation to you for a groundbreaking webinar that promises to demystify the intricate landscape of 1031 exchanges.

Perch Wealth and have joined forces to bring you an insightful session that will empower you with the knowledge and strategies needed to navigate the world of real estate investments.

WHAT TO EXPECT:
• In-depth insights into the fundamentals of 1031 exchanges
• Strategies to leverage tax advantages and optimize your real estate investments
• Exclusive tips from financial and 1031 exchange experts
• Real-world examples showcasing successful 1031 exchange stories

Whether you are a seasoned investor or just starting your journey, this webinar is designed to provide valuable knowledge that can significantly impact your wealth-building endeavors. Don’t miss this opportunity to learn from industry leaders and gain a competitive edge in the world of real estate investments.

Register Here: https://bit.ly/47jK8xT

WEBINAR: January 18th, 11am PST / 2pm ESTWe are thrilled to extend an exclusive invitation to you for a groundbreaking w...
01/04/2024

WEBINAR: January 18th, 11am PST / 2pm EST

We are thrilled to extend an exclusive invitation to you for a groundbreaking webinar that promises to demystify the intricate landscape of 1031 exchanges.

Perch Wealth and Genesis Bank have joined forces to bring you an insightful session that will empower you with the knowledge and strategies needed to navigate the world of real estate investments.

WHAT TO EXPECT:
• In-depth insights into the fundamentals of 1031 exchanges

• Strategies to leverage tax advantages and optimize your real estate investments

• Exclusive tips from financial and 1031 exchange experts

• Real-world examples showcasing successful 1031 exchange stories

Whether you are a seasoned investor or just starting your journey, this webinar is designed to provide valuable knowledge that can significantly impact your wealth-building endeavors. Don't miss this opportunity to learn from industry leaders and gain a competitive edge in the world of real estate investments.

Register Here: https://bit.ly/47jK8xT

Genesis Bank and Perch Wealth have joined forces to bring you an insightful session that will empower you with the knowledge and strategies needed to navigate the world of real estate investments.

Address

San Juan Capistrano, CA

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