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Perch Wealth Services

Diversification
Cash Flow
Professional Management

Delaware Statutory Trusts: Increased Diversification, Investment Grade Properties

If you are conducting a 1031 Exchange, you know the difficulty of selecting replacement properties within the 45-day identification period. That is why we have partnered with some of the best investment and income property professionals across the nation to provide Perch Wealth clients immediate access to available Delaware Statutory Trust properties to meet your investment needs.

The selection of property types and geographical locations opens a whole new level of portfolio diversification, e.g. multi-family, healthcare, retail, industrial, etc.

The cash flow is typically in a range of 5-7 percent of equity, and depends upon the property type, debt structure, and investment attributes.

Properties are professionally managed allowing you to be a passive investor, maybe you’re ready for someone else to do the work.

01

Cash Investments

We'll provide fast access to the leading funds for both Accredited and Non-Accredited investors.

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02

DST Investments

Management free monthly cash flow from investment grade properties for Accredited Investors.

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03

1031 Exchanges

Expert advice and State of the Art 1031 processing. Start your exchange at Perch Wealth for free.

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04

Foreign Solutions

Perch Wealth assists foreign investors with new real estate or fund investments in the US.

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Testimonials

What Are People Saying?

q1

"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."

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Marcia S, NJPerch Wealth client
q2

"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."

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Dennis F, AZPerch Wealth client
q3

"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."

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Marylee K, WAPerch Wealth client
q4

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

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Brad S, UTPerch Wealth client
q5

"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."

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Lou W, MAPerch Wealth client
q6

"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."

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Richard B, CAPerch Wealth client
q7

"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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Rita H, CAPerch Wealth client