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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

Solutions Built for Your Investment Goals

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100%

Portfolio Diversification

Why Clients Trust Perch Wealth

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

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

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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

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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

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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