Testimonials
TESTIMONIALS
What Are People Saying?
Mr. Gersten graciously agreed to assist me with my amortization of DST fees question. He stated that he could not provide specific tax advice on the issue, but he did go out of his way to suggest a CPA who was savvy about real estate investments. (My CPA was not.) Not only did he provide the name, he sent an email introducing me to the CPA, and requesting his assistance. The CPA quickly solved my issue.
I just want to say how very appreciative I am of Mr. Gersten's help and for the guidance that he provided to me, especially with my not being a client of his company. He said that he is committed to helping and providing guidance to investors with their real estate investments. To go to this extent to help a total stranger with his real estate questions was truly exemplary. Thank you very much Mr. Gersten. my experience certainly suggests that real estate investors wanting work with a company where people are truly caring and helpful should consider Perch Wealth. "
Testimonials Disclosure
Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.
Call
855-DST-3443
Email | Address
info@PerchWealth.com
31351 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675
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.
© 2023 Perch Wealth.
- 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.