Client Reviews

” I wanted to learn more about the amortization of the DST loan fees, but I could not get an answer from my DST sponsor, my DST broker, or my CPA. I found an article online about DST taxation entitled “How DST Sponsors Report Taxes at Year-End” written by Mr. Ehud Gersten. so I proceeded to call Perch Wealth to see if I could possibly get in contact with him. Much to my surprise, he returned my call even though I am not currently a customer of Perch Wealth.

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. “

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.

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.

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.

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.

“A few months ago, I was a complete novice to the world of accredited investing. While searching the internet and getting bombarded with marketing materials from pushy advising firms, I thankfully came across Perch Wealth. As easy-going as they are knowledgeable of the industry, they taught me all about Delaware Statutory Trusts and the 1031 exchange process, the different sponsors and their defining characteristics, the various asset classes and which make the most sense for the current economy and my circumstances, and even how to navigate a Private Placement Memorandum. They were happy to meet as many times as I needed to learn the process and make decisions I was comfortable with, and the Perch Wealth team made the actual exchange incredibly simple for me. I am now a confident investor in multiple DSTs that are generating trouble-free income. The road getting here was enriching, easy and fun – thanks to the Perch Wealth team. I look forward to working with them again! “