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Cash Investments

Diversify with Private Real Estate Funds

Given the uncertainty and volatility in financial markets over the past several years, investors have become more strategic about their investment allocations and strategies. While they are still looking for attractive income and growth focused investments, they are looking for solutions that are historically less correlated to equity markets and, as a result, more diversified. To strive to meet these demands, we strategize with clients to build custom portfolios that are designed to attempt to mitigate overall portfolio risk, reduce volatility, and increase passive income and growth.

Investment Opportunities

Accredited real estate investors are in a unique position to diversify their investment strategy through private real estate funds. We offer a range of options to fit your circumstances, lifestyle needs, and financial objectives.

  1. 1. Preferred Equity Offerings
  2. 2. Real Estate Investment Trusts
  3. 3. Interval Funds
  4. 4. Other Income Funds
Preferred Equity Options

Preferred equity, or preferred stock, is often considered a hybrid security. While it shares many characteristics with debt instruments, it also offers investors the opportunity to seek to mitigate risk. Unlike common equity, preferred equity investors have the possibility of receiving a fixed annual return on their initial investment, and the potential for cash flow distributions are received prior to common stock shareholders. These options are attractive to investors as they target higher-fixed income payments, and shareholders have priority claim over dividends and liquidation proceeds if a company defaults.

Companies leverage preferred equity as a unique form to finance real estate investments or developments. There are different types of preferred equity, offering investors the potential for varying returns and risks. The most common include cumulative, callable, convertible, participating, and adjustable-rate preferred stock (ARPS).

Real Estate Investment Trusts

A real estate investment trust, or REIT, is a corporation that owns and/or manages income-producing commercial real estate. When individuals buy a real estate investment trust (REIT) share, they are purchasing a share of the company that owns and manages the rental property. Shares of publicly traded REITs can be purchased and sold as easily as other stocks, even on a daily basis, thereby providing significant liquidity to investors.

Many types of REITs exist. Most focus on a specific product type (e.g., retail, hospitality, multifamily housing, senior living facilities, student housing, office space, self-storage, industrial, and so on) or geography (e.g., commercial real estate in the Northeast vs. Southwest).

Interval Funds

An interval fund is a type of closed-end fund that offers liquidity to investors at stated intervals – typically quarterly, semi-annually, or annually. This means investors can sell a portion of their shares at regular intervals at a price based on the fund’s net asset value. However, there is no guarantee that investors can redeem their shares during a given redemption period. As such, interval funds should generally be treated as long-term investments that, in turn, will usually offer the potential for an illiquidity premium in exchange.

Interval funds can be used to invest in many securities and asset classes, including, but not limited to, real estate. A single interval fund is not limited to investing in a single asset class; in fact, it can invest in various assets as a means of diversifying its holdings.

Other Income Funds

A real estate income fund is a specific subset of funds that focuses exclusively on investing in income-generating real estate. Real estate income funds provide another entry point for those looking to invest cash in large commercial real estate portfolios. Real estate income funds are particularly appealing to retail investors who want to own institutional-quality real estate that would otherwise be out of reach to them. A real estate income fund pools capital from many investors, and then the fund’s sponsor oversees all of the fund’s activities – from due diligence and underwriting to property renovations, stabilization, ongoing management, and eventually disposition. Depending on the nature of a real estate income fund, the fund can have different investment minimums as well as lengthy hold periods, and, therefore, the capital invested should be considered illiquid during that hold period.

There are dozens, if not hundreds or thousands, of different types of investment funds, including equity funds, bond funds, money market funds, mutual funds, and hedge funds.

Learn which investment fund is best suited to help you meet your investment goals.

Sample Alternative Funds Contact Us

Foreign Direct Investments

We work with investors from around the globe. The United States provides investors access to a stable market – the United States offers low taxes, outstanding infrastructure, and a predictable legal system. Plus, the United States has access to the world’s most lucrative consumer market.

Any qualified buyer can benefit from the U.S. economy. Connect with Perch Wealth to see how we can help you.

Solutions for International Investors

The Perch Path

Following a methodical, 4-step process, our objective is to identify an investment strategy that aligns with your goals and objectives.



Our first step is to get to know you, your goals, and your objectives. We then determine whether Perch Wealth is a good fit for you.



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 that targets your needs.



We remain by your side, monitoring and tracking the progress of your portfolio, striving to help you achieve your goals.

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At Perch Wealth, our mission is to provide the highest quality service and the most informed guidance that investors deserve. As experts in private real estate and tax-deferral strategies, we’re committed to identifying the very best investment opportunities for our clients.


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"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!"

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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."

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