Insights Blog
Embracing Tomorrow: A Journey with Ehud Gersten into the Energized World of Real Estate Investment
Discovering Opportunities in Energy’s New Era
Greetings from the Heart of Perch Wealth
Hey there! I’m Ehud Gersten, your guide and Managing Partner at Perch Wealth. Over my career, blending the worlds of law and Energy Real Estate Investing, and finance, I’ve picked up a knack for spotting game-changing trends. Right now, I’m particularly excited about the energy sector, especially oil and gas. It’s more than just numbers; it’s about seeing a spark before it becomes a flame. With a thriving market ahead, I’m thrilled to help our Perch Wealth family dive into energy real estate, a goldmine waiting to be explored.
Rethinking Investment Strategies
Redefining the Traditional Playbook
Remember the old 60/40 investment rule? Well, times are changing, and so should our strategies. Here at Perch Wealth, we’re not just following trends; we’re setting them. We’re venturing into energy real estate, focusing on oil and gas, to add a robust layer to your investment portfolio. It’s about balancing risks and riding the wave of market changes.
Uniting Giants: Perch Wealth Meets Cedar Ranch Properties
A Partnership Carved from Expertise
Our tie-up with Cedar Ranch Properties is not just a collaboration; it’s a fusion of expertise. Imagine blending their in-depth knowledge of oil and gas real estate with our Energy Real Estate Investing savvy Team. It’s like having the best of both worlds, offering our clients a ticket to the lucrative energy market. We’re talking about leveraging significant assets in key U.S. shale formations. It’s not just investment; it’s smart investment.
The Power of Beneficial Ownership
More Than Just Profits
Investing is more than adding numbers to your bank account. With beneficial ownership in oil and gas real estate, you’re owning a piece of the economic action. It’s about tangible stakes in vibrant sectors. At Perch Wealth, we don’t just offer investments; we offer a sense of empowerment and stability with growth potential that’s hard to match.
Smart Investing: Navigating the Tax Maze
Your Tax-Savvy Compass
Let’s talk about making the most of your investments without losing sleep over taxes. I’ve spent years mastering the art of 1031 exchanges and Delaware Statutory Trusts (DSTs). It’s like finding hidden pathways in a complex maze. At Perch Wealth, we use these tools to amplify your investments while keeping tax headaches at bay.
Inflation-Proofing Your Future
Standing Strong in Uncertain Times
In an era of economic rollercoasters, our focus is on investments that stand tall against inflation. Partnering with Cedar Ranch Properties, we’re offering more than just stability. We’re talking about investments that not only resist inflation but also provide a consistent income. It’s about safeguarding and growing your wealth, rain or shine.
Guiding You Through Complexity
Expertise at Your Service
Energy Real Estate Investing and the oil and gas sector in particular is intricate, but that’s where we shine. Combining Perch Wealth’s and Cedar Ranch Properties’ know-how, we’re perfectly positioned to steer through these waters, aligning your investments with your goals and comfort level.
A Personal Invitation to Prosperity
Join Us on This Exciting Venture
I’m personally inviting you to explore the vibrant opportunities in energy real estate with us. It’s more than diversification; it’s a journey towards a future ripe with possibilities and growth. Let’s unlock the doors to the dynamic world of oil and gas real estate together.
1031 Risk Disclosure:
- There is no guarantee that any strategy will be successful or achieve investment objectives;
- Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
- Change of tax status – 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;
- Potential for foreclosure – All financed real estate investments have potential for foreclosure;
- Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
- Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
- Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits
General Disclosure
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.
Ehud Gersten
Perch Wealth provides you with access to institutional-quality real estate, management, financing and state of the art 1031 exchange processing.
855-DST-3443
info@PerchWealth.com
29122 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675
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. 
© 2023 Perch Wealth.
- 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.