Tax-Efficient Investing Made Simple
Specializing in 1031 Exchanges, DSTs, and Structured Notes to help you preserve wealth and generate passive income.
$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.
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What We Do
Tax-smart strategies that simplify complex investment decisions.
Solutions Built for Your Investment Goals
From retirement to diversification-we’re here to help.
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
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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.
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):
Debt-Free
Minimum Investment:
$100,000
Offering Type:
506(c)
1031 Exchange Eligible:
Yes
Oil & Gas
Diversified investment offering with no active management.
Location:
Minnesota
Loan-to-Value (LTV):
50.52%
Minimum Investment:
$100,000
Offering Type:
506(c)
1031 Exchange Eligible:
Yes
Happy Customers
What Are People Saying?
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