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UNLOCK YOUR 1031 EXCHANGE SUCCESS

Defer Taxes, Invest Smart, and Reduce Stress

Complimentary Consultation • Trusted Expert Advisors • No Obligation

Ben Carmona

Your Exclusive 1031 Exchange Consultation with Perch

45 min

Web conferencing details provided upon confirmation.

Congratulations on taking the initiative to explore your 1031 exchange journey with Perch! We’re thrilled to offer you an exclusive, no-cost consultation to discuss how we can tailor a solution that fits your unique needs.

Agenda

  • Introduction: Get to know you and your specific 1031 exchange goals.
  • Perch Overview: Learn more about our proven 4-step solution and success stories.
  • Your Questions: Address any queries or concerns you may have about the process.
  • Tailored Solutions: Discuss how Perch can assist you in achieving your investment objectives.

Ben Carmona
Managing Partner

CLIENT SPOTLIGHTS

Hear From Our Satisfied Investors

"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, WA
Perch Wealth Client

"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."

Richard B., CA
Perch 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, MA
Perch Wealth Client

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