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9940 Research Drive Suite 200
Irvine, CA 92618

Speak with a California 1031 Exchange expert Now

At Perch Wealth, we are dedicated to providing our clients with the best advice and service in the industry. Our experienced team is committed to helping you navigate the complexities of property exchanges and maximize your investment potential.

To learn more about our company and our team of experts, please visit our About 1031 Exchange in California page.

We understand the importance of having a reliable and knowledgeable team to guide you through your financial journey. Our commitment to excellence and customer satisfaction has made us a leading name in the industry. Whether you're a seasoned investor or just starting, we're here to help you make informed decisions and achieve your financial goals. To contact a financial advisor, simply reach out to our team.

To best serve you, we offer a variety of ways to get in touch with our team of financial advisors and wealth management experts. When you're ready to contact a financial advisor, feel free to give us a call, send us an email, or fill out our convenient online contact form. A friendly representative will be happy to assist you with any questions or concerns you may have.

If you're in the area, we also welcome you to visit our office for a face-to-face consultation. Our office is conveniently located at 9940 Research Drive Suite 200
Irvine, CA 92618. We look forward to meeting you and discussing your unique financial needs. Contact a financial advisor at Perch Wealth today to begin your journey.

Additionally, we encourage you to explore our website further for comprehensive information on financial planning, investment strategies, and helpful resources. Our blog is excellent source of knowledge for both new and experienced investors. When you're ready, contact a financial advisor to discuss how this information applies to your personal circumstances.

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.

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Disclosures | 1031 Risk Disclosure
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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.

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