1031 Exchange Blog

Experts Share Insights, Tips, and Strategies

Welcome to the 1031 Exchange Blog, your go-to resource for expert insights, tips, and strategies on 1031 exchanges and property investing in California. Our California-based experts are dedicated to helping investors stay up-to-date on the latest trends and make informed investment decisions.  If you have specific questions about 1031 Exchange in California, contact one of our financial advisors here.

Here, you'll find in-depth articles, guides, and tutorials covering a wide range of topics related to 1031 exchanges, tax-deferral opportunities, and property investing. From industry news to investment strategies, we've got you covered.

Let's dive into the 1031 Exchange Blog and unlock the full potential of your real estate investments!

Connect with a Perch Wealth Financial Advisor for Personalized Guidance on 1031 Exchange Blog Topics

For personalized guidance and advice on 1031 exchanges and property investing, contact a financial advisor at our trusted partner, Perch Wealth. Our experienced team of wealth management experts is dedicated to helping investors maximize their investment potential and achieve their financial goals. From investment strategies to tax planning, we can provide the guidance you need to succeed.

To learn more, contact us today and let's explore your financial opportunities together.

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.

© 2025 Perch Wealth.
Disclosures | 1031 Risk Disclosure
All rights reserved.
Privacy Policy & Terms of Usage

1031 Risk Disclosure:

  • There is no guarantee that any strategy will be successful or achieve investment objectives;
  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
  • Change of tax status – 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;
  • Potential for foreclosure – All financed real estate investments have potential for foreclosure; ·Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits


No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood, and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward-looking statements are never an assurance of future results.

Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read, and understand all the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.