Real Estate and Alternative Investment experts
Custom 1031 Exchange Solutions for Qualified Investors
Tailored Investment solutions with potential for cash flow, capital appreciation, and tax benefits.
ABOUT PERCH WEALTH
Real Estate Solutions for High-Net-Worth Individuals
Perch Wealth is an investment firm specializing in real estate and alternative investments, offering an unparalleled opportunity for select investors to build diversification into their portfolios.
Our solutions are intended to help clients potentially defer taxes, preserve their wealth, and feel secure throughout retirement.
Much of what sets Perch Wealth apart from our contemporaries is our approach to both our clients as well as their portfolios. We prefer an integrated view to the investment and wealth-building process, which often means we organize our efforts looking for long-term viability and a legacy portfolio that can be transferred from one generation to the next.
The Perch Advantage
We don’t sell. We educate.
Providing the quality of service and informed guidance that investors deserve.
“In serving as your financial professional, we’re committed to identifying elite real estate opportunities that best fit your unique circumstances. Our role is to guide you through the entire process. We will walk you through your options, implement your strategy, and oversee your trajectory through our ongoing partnership. Our commitment to you is to provide solutions that help you meet your short- and long-term financial goals.”
Client Objectives
Assessment
Portfolio Solutio
Relationships
The Perch Path
A FRESH AND INFORMED APPROACH
Our Services
With more than two hundred years of combined experience, the Perch Wealth team offers investors a unique opportunity, both domestically and internationally. Our services include:
Private Real Estate Funds
We offer access to leading interval and alternative funds for both accredited and non-accredited investors worldwide.
DST Investments
We connect accredited investors with Delaware Statutory Trust (DST) investments nationwide, delivering a management-free approach to real estate investing.
1031 Exchange Solutions
We educate and assist clients on how and why to invest in opportunity zones, providing access to numerous potential tax benefits.
Opportunity Zones
We offer access to leading interval and alternative funds for both accredited and non-accredited investors worldwide.
Serving Our Clients Through Personalized Solutions
Perch is dedicated to helping investors strive to accomplish their financial goals while refreshing their lifestyles. Through unique real estate investment opportunities, the solutions we offer are focused on targeting stable cash flow, favorable tax treatment and steady appreciation.
Our Sponsors
Strategic Relationships
Testimonials
What Are People Saying?
"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."
"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."
"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."
"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."
“ I just want to say how very appreciative I am of Mr. Gersten for his commitment to providing guidance to investors with their real estate investments. My experience certainly suggests that real estate investors wanting work with a company where people are truly caring and helpful should consider Perch Wealth. ”
"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."
"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."
"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."
"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."
“ I just want to say how very appreciative I am of Mr. Gersten for his commitment to providing guidance to investors with their real estate investments. My experience certainly suggests that real estate investors wanting work with a company where people are truly caring and helpful should consider Perch Wealth. ”
Publications
As Seen On
International Investment Solutions
Delivering Investment Opportunities for International Investors
Perch Wealth offers private, U.S. based investment strategies for international investors focused on the potential for preservation of capital, income, and long-term growth.
01
Preferred Equity Offerings
02
Private Real Estate Investment Trusts (REITs)
03
Interval Funds
04
Other Income Funds
The Perch Path
Following a methodical 4-step process, we help our clients identify an investment strategy that aligns with their goals and objectives.
01
Discovery
Our first step is getting to know you, your goals and objectives. We then determine if Perch Wealth is a good fit for you.
02
Evaluation
We remain by your side, monitoring and tracking the progress of your portfolio, striving to help you achieve your goals.
03
Implementation
Our first step is getting to know you, your goals and objectives. We then determine if Perch Wealth is a good fit for you.
04
Follow Up
Our first step is getting to know you, your goals and objectives. We then determine if Perch Wealth is a good fit for you.
Perch Experience - Recent Closings
The Perch Wealth Team has successfully assisted hundreds of clients in their investment strategies.
Contact Us
Get In Touch
Contact Us
Get In Touch
Perch Wealth provides you with access to institutional-quality real estate, management, financing and state of the art 1031 exchange processing.
855-DST-3443
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.
