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