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LeaRn about 1031 EXCHANGES
Let us walk you through how you can defer paying capital gains taxes on your investment property using a Delaware Statutory Trust (DST).
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1031 Exchange Services for Arizona Properties

We are a team of qualified investment experts readily available to help investors through their 1031 exchange. Our firm offers a vast array of services designed to ensure that every Arizona investor can complete a 1031 exchange, identifying a real estate investment that targets their investment strategy while deferring capital gains and accessing the numerous potential benefits a 1031 exchange provides. We also offer alternative investment solutions, such as investment opportunities in Delaware Statutory Trusts (DSTs) and net-leased assets, enabling investors to diversify their portfolios and strive to meet their financial goals.
1031 Exchanges

The 1031 Exchange

Introduced in 1921, a 1031 exchange provides real estate investors with opportunity and flexibility to modify their real estate portfolio without paying capital gains. Investors are able to trade between markets, across states, and into new asset classes, adjusting their portfolios to target their revised investment objectives.

What is a 1031 Exchange?

A 1031 exchange is defined by Internal Revenue Code Section 1031, which states that real property held for rental, investment, or use in a business – known as the “relinquished property” – can be sold, and a “like-kind” property can be acquired – known as the “replacement property” – so long as the replacement property is also held for rental, investment, or use in a business. Via a 1031 exchange, a real estate investor can defer their federal and often state income tax liabilities.

1031 Exchange Eligibility

The following properties ELIGIBLE are for a 1031 exchange
  • Motels/hotels
  • Single-family rentals
  • Farms/ranches
  • Offices/commercial properties
  • Multifamily rentals
  • Raw land
  • Leasehold interests of 30 years or more
  • Fractional interest via a tenancy in common (TIC) investment or Delaware Statutory Trust (DST)

1031 Exchange Ineligibility

  • Personal residences
  • Real Estate Investment Trusts (REITs)
  • Construction or fix-ups/flips for resale
  • Stocks, bonds, or notes
  • Interests in partnerships
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See Our Past Listings

Offering: Reno-Tahoe DST
Location: Reno, NV
Asset Class: NNN Lease
Equity Raise: $26,163,412
LTV: 43.32%
Fully Subscribed

Offering: Senior Living of Naperville DST
Location: Naperville, IL
Asset Class: Senior Housing
Equity Raise: $49,216,474
Fully Subscribed

Offering: Palm Lake Club DST
Location: Sebastian, FL
Asset Class: Manufactured Housing
Equity Raise: $24,300,000
LTV: 23.38%
Fully Subscribed

Our Clients Trust Us

"My Wife and I Recently made two investments with Perch Wealth. We were very impressed with Tan McElreath; he was able to find what we were looking for and facilitate the transactions. Ian was very prompt in responding to emails and returning phone calls. I would highly recommend the Perch Wealth team for your investments."
Dennis F, AZ
Perch Wealth client
Testimonial Disclosure:
Testimonial may not be representative of the experience of other customers. Testimonials are no guarantee of future performance or success.

Feel Free to Contact Us
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Securities offered through Emerson Equity LLC, member FINRA / SIPC. This is not an offer to buy or sell securities. Securities investing carries an inherent risk of loss of some or all of the principal invested. We are not tax professionals. You should always discuss your investments with a tax professional prior to investing. Securities are sold only in those states where Emerson Equity LLC is registered. Perch Wealth LLC and Emerson Equity LLC are not affiliated. COMPANY and Emerson Equity LLC do not provide legal or tax advice. Securities offered through Emerson Equity LLC Member FINRA / SIPC and MSRB registered. Emerson Equity LLC is unaffiliated with any entity herein.
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Perch Financial LLC and Emerson Equity LLC do not provide legal or tax advice. Securities offered through Emerson Equity LLC Member FINRA/SIPC and MSRB registered. Emerson Equity LLC is unaffiliated with any entity herein. 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.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.

NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by Perch Financial LLC, Emerson Equity LLC, or any affiliate, or partner thereof. Perch Financial LLC does not warrant the accuracy or completeness of the information contained herein.