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description=Perch Wealth: 100+ years of combined real estate and financial services expertise, guiding accredited investors through 1031 exchanges and DSTs.;

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perch wealth your dst 1031 exchange experts info perchwealth com 855 378 3443 about us services 1031 exchange solutions structured notes alternative investments resources 1031 exchange rules 1031 exchange calculators 1031 exchange properties on demand webinar educational videos in the press faq blog contact investor login schedule a call home tax efficient investing made simple specializing in 1031 exchanges dsts and structured notes to help you preserve wealth and generate passive income schedule your free call get your free property list 1 2b 1031 dst transactions 20 years experience 1 000 investors served dennis f az my wife and i recently made two investments with perch wealth we were very impressed with the perch team as seen on what we do tax smart strategies that simplify complex investment decisions most popular 1031 exchange solutions dsts 721 upreits tics defer capital gains taxes while repositioning your real estate portfolio into passive professionally managed investments ideal for retiring landlords and investors learn more structured notes customized investments combining protection and growth potential learn more alternative investments diversify your holdings with private placements and real estate funds learn more the perch path tax smart strategies that simplify complex investment decisions solutions built for your investment goals from retirement to diversification we re here to help retiring landlords learn how to transition from active management to passive income start planning passive investors explore tax efficient investments with consistent cash flow potential explore options cpas referral partners partner with us to support your clients with turnkey dst and 1031 solutions refer a client 100 portfolio diversification why clients trust perch wealth trusted by investors for clarity and results at perch wealth we offer client first fiduciary guidance backed by decades of experience we craft personalized strategies aligned with your retirement goals tax situation and risk tolerance fiduciary independent advisors personalized investment strategies access to top sponsors institutional grade assets decades of experience with 1031 dsts and alternatives about us download our free dst investment guide learn how delaware statutory trusts can simplify your portfolio and defer capital gains register to download read anytime anywhere upon completing the registration form below you will be taken directly to our library of online ebooks notice javascript is required for this content home 26 simplify your 1031 exchange with our dst solutions navigating a 1031 exchange can feel complicated but finding the right replacement property doesn t have to be at perch wealth we specialize in offering high quality delaware statutory trust dst properties providing passive real estate investment opportunities tailored to your financial goals learn more featured dst real estate opportunities preview select dsts and alternative investments currently available multifamily moderate leverage option for income focused investors location colorado loan to value ltv 43 70 minimum investment 50 000 offering type 506 c 1031 exchange eligible yes self storage debt free asset ideal for passive income seekers location florida loan to value ltv 53 65 minimum investment 100 000 offering type 506 c 1031 exchange eligible yes oil gas diversified investment offering with no active management location texas loan to value ltv debt free minimum investment 100 000 offering type 506 c 1031 exchange eligible yes view property list happy customers what are people saying perch has been excellent in making proposals for dst investments and in listening and adjusting to my feedback on them their patience has been great as i have modified my own criteria as i have read their documents and proposals the perch team has been superb in making the paperwork easy lou w ma perch wealth client a excellent service ben carmona and his team are professional personable 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 nj perch wealth client benjamin carmona and his team provided a great service to me they were extremely responsive and knowledgeable in addition they were able to get me a position in a highly sought after dst that quickly became fully subscribed richard b ca perch wealth client every person i spoke to was knowledgeable a good communicator not pushy and had a can do attitude in dealing with issues that came up marylee k wa perch wealth client whether you are a seasoned investor or just starting out investing in dsts you will find the team at perch wealth the most professional knowledge based group out there we are at the point in our lives where we are transitioning out of multi family properties so that we can enjoy our retirement years and the perch wealth team has guided us every step of the way in making certain our investments into dsts will provide the security and income desired for the future rita h ca perch wealth client view all reviews the reviews expressed on this site are those of individual consumers and do not necessarily reflect the views of perch wealth we do not endorse or guarantee the accuracy of any review customer experiences may vary let s build your passive investment strategy no pressure just a conversation with an experienced advisor schedule your free call 29122 rancho viejo rd suite 111 san juan capistrano ca 92675 phone 855 378 3443 follow us about us our team the perch path in the press faq client reviews services 1031 exchange solutions structured notes alternative investments cash investments opportunity zones resources 1031 exchange rules 1031 exchange calculators 1031 exchange properties on demand webinar educational videos privacy policy 2026 perch wealth all rights reserved client relationship summary securities are offered through realta equities inc member finra sipc and investment advisory services are offered through realta investment advisors inc co located at 1201 n orange street suite 729 wilmington de 19801 neither realta equities inc nor realta investment advisors inc is affiliated with perch wealth realta wealth is the trade name for the realta wealth companies the realta wealth companies are realta equities inc realta investment advisors inc and realta insurance services which consist of several affiliated insurance agencies check the background of this firm perch wealth advisors on finra s brokercheck real estate 1031 risk disclosure there s no guarantee any strategy will be successful or achieve investment objectives all real estate investments have the potential to lose value during the life of the investments 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 all financed real estate investments have potential for foreclosure these 1031 exchanges are offered through private placement offerings and are illiquid securities there is no secondary market for these investments if a property unexpectedly loses tenants or sustains substantial damage there is potential for suspension of cash flow distributions costs associated with the transaction may impact investors returns and may outweigh the tax benefits tax benefits are not guaranteed and are subject to changes in the tax code