(855) 378-3443

1031 Exchange Services for Your Florida Properties

Our motto – “we educate; we don’t sell” – helps us deliver high quality service to Florida real estate investors. We specialize in various 1031 Exchange services, helping clients navigate the 1031 exchange process. With over 200 years of combined experience in the industry, we are well suited to work alongside investors and help them restructure their investment portfolios via a 1031 exchange to better target their investment objectives. Our in-depth approach acknowledges an investor’s risk tolerance and position and creates a customized investment solution to strive to meet their financial needs.
Let us walk you through how you can defer paying capital gains taxes on your investment property using a Delaware Statutory Trust (DST).

The 1031 Exchange

Investors who sell their real estate property are often deterred due to the high rate of capital gains they may be responsible for paying. However, per Internal Revenue Code (IRC) Section 1031, these investors can modify their portfolios – trading from one asset to another and deferring capital gains, so long as they meet the guidelines outlined by the Internal Revenue Service (IRS).


We help guide you through the process.


Gain from our team's experiences.


Learn how 1031s may  provide tax relief

What is a 1031 Exchange

A 1031 Exchange, also known as a tax-deferred exchange, enables a real estate investor to sell one property and exchange into another while deferring tax consequences.

Properties held for investment purposes – both residential and commercial – can qualify for a 1031 exchange. They include, but are not limited to, retail assets, office buildings, single-family homes, multifamily properties, and hospitality buildings. Any property used for personal use – such as a primary residence – does not qualify for a 1031 exchange.


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


1031 Exchange Eligible

The following properties are eligible for a 1031 Exchange:
Single-family rentals
Offices/commercial properties
Multi-family 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 Ineligible

The following properties are not eligible for a 1031 Exchange:
Personal residences
Real Estate Investment Trusts (REITs)
Construction or fix-ups/flips for resale
Stocks, bonds, or notes
Interests in partnerships
  • "A+ excellent service! Ben Carmona and his team are professional, personable, and a pleasure to do business with. Ben's particular strength is in analyzing, evaluating, making recommendations for or against the investment opportunities. His explanations are clear, well researched and thought out, well communicated. The process is collaborative. You can't go wrong with Ben and his team at Perch."

    Marcia S

    New Jersey
Testimonial Disclosure:
Testimonial may not be representative of the experience of other customers. Testimonials are no guarantee of future performance or success.

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(855) 378-3443

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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Disclosures | 1031 Risk Disclosure
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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.