Perch Wealth offers a diversified portfolio of investment opportunities. Our experience and expertise in DSTs allow us to match clients with investment solutions that target their long-term goals. We personalize every strategy based on our client’s investment preferences regarding location and property type. We have access to several different types of like-kind investment properties across the United States. As a licensed representative, we have the resources to help diversify your portfolio and assist you in becoming a fractional owner in the DST of your choice.
A Delaware Statutory Trust, or DST, is a legally recognized real estate investment trust in which investors can purchase ownership interest. Investors who own fractional ownership are known as beneficiaries of the trust – they are considered passive investors.
DSTs, unlike many other co-ownership real estate investment structures, are 1031-eligible. Properties held in DSTs that are considered “like-kind” include retail assets, multifamily properties, self-storage facilities, medical offices, and other types of commercial real estate.GAIN ACCESS TO THE PERCH DST LIBRARY
With a Delaware Statutory Trust as a 1031 replacement property, you select the exact undivided interest that meets the financial requirements of your exchange.
As a 1031 qualifier, a DST can be used by investors to transfer their investment capital while deferring the payment of capital gains on their initial investment.
Investing in a DST offers investors access to institutional quality assets, which often have the potential to deliver higher returns.
The selection of property types and geographical locations opens a whole new level of portfolio diversification.
Investors have the possibility of receiving monthly returns, offering a chance for stable cash flow through the life of their investment. Returns can fluctuate based on market conditions.
All Delaware Statutory Trust properties are professionally managed for you. Investors take on no additional responsibility when they invest in a DST.
A DST is structured so that investors are protected from personal liabilities beyond the amount of their investment.
DST sponsors are established investment real estate firms with strong lender relationships, allowing them to obtain very favorable terms for their clients.
When exchanging into a DST, you determine how much you want to invest and how much debt you want the DST sponsor to assign to you.
Since the IRS qualifies DSTs for 1031 exchange purposes, you can exchange out of it when it comes time to sell, and you’ll keep deferring taxes.
DSTs offer investors unique strategies for estate planning. Upon the investor's death, estate beneficiaries receive a stepped-up basis for tax purposes.
The Perch Wealth team has successfully guided hundreds of clients in their investment strategies. Read our “Case Study” to learn how we can help diversify your portfolio.Case Study
DSTs enable investors to benefit from a 1031 exchange according to Section 1031 of the Internal Revenue Code.
A 1031 exchange is a trade-off in real estate ownership that allows investors to defer capital gains taxes. Section 1031 requires investors to follow a strict timeline when leveraging this opportunity.
Unfortunately, successfully locating and identifying suitable replacement property (or properties) within the 45-day identification window is one of the most challenging issues with a 1031 like-kind exchange.
With our professional guidance, library of resources, and access to properties available nationwide, Perch Wealth might be the solution for your successful 1031 exchange.
We work with investors from around the globe. The United States provides investors access to a stable market – it 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."