UNLOCK YOUR 1031 EXCHANGE SUCCESS
Defer Taxes, Invest Smart, and Reduce Stress
Complimentary Consultation • Trusted Expert Advisors • No Obligation
Ehud Gersten
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.
Ehud Gersten
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."
"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."
"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."
© 2023 Perch Wealth.
Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Perch Wealth and Arkadios are not affiliated through any ownership.
Check the background of this firm/advisor on FINRA’s BrokerCheck. 
Real Estate / 1031 Risk Disclosure:
- There’s no guarantee any strategy will be successful or achieve investment objectives;
- All real estate investments have the potential to lose value during the life of the investments;
- The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
- All financed real estate investments have potential for foreclosure;
- These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
- If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
- Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits;
- Tax benefits are not guaranteed and are subject to changes in the tax code.