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About Us

Perch Wealth

We don’t sell. We educate.

Providing the quality of service and informed advice that investors deserve.

The Team Behind the Perch Wealth Approach

A Word from Leadership

“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 strive to meet your short- and long-term financial goals.”

Perch Professionals at Your Service

The Perch Wealth Team

Lauren Ansolabehere
Chief Operations Officer

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Doug Zator
Vice President

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Dillon Hall
Vice President

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Lance Stafford
Vice President

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Bradley Wetherby
Associate Vice President

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Ashley Romiti
Vice President

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Alyssah Burns
Transaction Coordinator

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Mallorie Montesdeoca
Transaction Coordinator

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Paige Milson
Transaction Coordinator

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John "Jack" Feehan, Jr.
Senior Real Estate Analyst

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Riley Metcalf
Senior Real Estate Analyst

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Perch Wealth is an investment firm specializing in real estate and alternative investments. With more than two hundred years of combined experience and recognized as the most experienced team in the alternative investment industry, the Perch Wealth team is qualified to guide you in a variety of investment opportunities within this niche space.

Managing partners Ben Carmona and Ehud Gersten recognized a gap in the alternative investment industry. Leveraging their experience and business acumen, they established an alternative investment firm that offers clients the quality of service and informed guidance that investors deserve.

Perch Wealth is dedicated to guiding clients in their investments. The Perch Wealth team’s comprehensive understanding of real estate and alternative investments, structures, and strategies results from their combined experience in acquisitions, finance, due diligence, underwriting, and product structuring. They provide clients access to the very best alternative investment strategies the market has to offer. These investment opportunities include, but are not limited to, Delaware Statutory Trusts (DSTs), private real estate investment Trusts (REITs), private equity and debt funds, interval funds, and other private placement syndications.

Perch Wealth was created with the client in mind. Every member of the Perch team was hand-selected to ensure Perch clients were informed only by experienced and seasoned professionals. Senior staff members include those with their JDs, MBAs, and CPAs, and most hold their Financial Industry Regulatory Authority (FINRA) series 7 and 66 securities licenses.

Delivering Services from the Perch

What’s the significance behind the name Perch Wealth? A “perch” is defined as a vantage point for a bird, which is considered a prominent position. Perch Wealth provides best in-class investment services from its “Perch” through leveraging its extensive relationship network and the team members’ decades of experience. Perch Wealth strives to provide its clients with the highest quality service and the most objective and informed guidance to strive to help all clients meet their investment goals.

The Perch Path



Our first step is getting to know you, your goals and objectives. Then answering is Perch Wealth a good fit.



Once we understand your needs, we search the market for real estate opportunities and share our optimal solutions.



Armed with appropriate strategies and solutions, we deliver a custom portfolio to meet your needs.


Follow Up

We remain by your side monitoring and tracking the progress of the portfolio to confirm your goals become a reality.


What Are People Saying?


"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 and met Doug Zator. As easy-going as he is knowledgeable of the industry, Doug taught me all about Delaware Statutory Trusts and the 1031 exchange, 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. He was happy to meet as many times as I needed to learn the process and make decisions I was comfortable with, and he 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 Doug and the Perch Wealth team. I look forward to working with them again!"

Rose J, ILPerch Wealth client

"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."

Marcia S, NJPerch Wealth client

"My Wife and I Recently made two investments with Perch Wealth. We were very impressed with Ian McElreath; he was able to find what we were looking for and facilitate the transactions. Ian was very prompt in responding to emails and returning phone calls. I would highly recommend the Perch Wealth team for your investments."

Dennis F, AZPerch Wealth client

"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."

Marylee K, WAPerch Wealth client

"Unbelievable service from start to finish. Knowledgeable, organized and efficient. Will definitely use them again for our next investment product!"

Brad S, UTPerch Wealth client

"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."

Lou W, MAPerch Wealth client

"Both Adam Shipley and Benjamin Carmona 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."

Richard B, CAPerch Wealth client

"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."

Rita H, CAPerch Wealth client