Gary R., CA

” I wanted to learn more about the amortization of the DST loan fees, but I could not get an answer from my DST sponsor, my DST broker, or my CPA. I found an article online about DST taxation entitled “How DST Sponsors Report Taxes at Year-End” written by Mr. Ehud Gersten. so I proceeded to call Perch Wealth to see if I could possibly get in contact with him. Much to my surprise, he returned my call even though I am not currently a customer of Perch Wealth.

Mr. Gersten graciously agreed to assist me with my amortization of DST fees question. He stated that he could not provide specific tax advice on the issue, but he did go out of his way to suggest a CPA who was savvy about real estate investments. (My CPA was not.) Not only did he provide the name, he sent an email introducing me to the CPA, and requesting his assistance. The CPA quickly solved my issue.

I just want to say how very appreciative I am of Mr. Gersten’s help and for the guidance that he provided to me, especially with my not being a client of his company. He said that he is committed to helping and providing guidance to investors with their real estate investments. To go to this extent to help a total stranger with his real estate questions was truly exemplary. Thank you very much Mr. Gersten. my experience certainly suggests that real estate investors wanting work with a company where people are truly caring and helpful should consider Perch Wealth. “

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.

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
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Ben Carmona
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