Your Exclusive 1031 Exchange Consultation with Perch to Defer Taxes
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
Happy Customers
What Are People Saying?
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
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, NJ
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
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
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, CA
Perch Wealth client
The reviews expressed on this site are those of individual consumers and do not necessarily reflect the views of Perch Wealth. We do not endorse or
guarantee the accuracy of any review. Customer experiences may vary.
