The Perch Portal offers clients access to current products Perch is offering, as well as the opportunity to request a customized sample portfolio based on your investment goals. The portal is secure and accessible 24/7.
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.
The first step is to have a conversation with you and determine whether we are a good fit for your needs. We inquire about your specific financial situation, as well as your goals and objectives, and discuss potential real estate investment solutions.
Once we understand your needs, we conduct in-depth research to scope out the best options for you. We develop prospective strategies and share our optimal solutions. It may take a few meetings to find the perfect solution for your long-term financial goals, but we are committed to helping you.
Once we find a solution that is right for you, we work diligently to turn that solution into reality. We deliver a customized portfolio that targets your needs, implement the plan, and buy properties or interests that are in line with your goals and objectives.
We remain by your side throughout the lifetime of your investments. We continue to monitor and measure the performance of your plan. Through ongoing observation and measurement, we track your individual plan to ensure it keeps working for you over the long haul.
"A few months ago, I was a complete novice to the world of accredited investing. While searching the internet and getting bombarded with marketing materials from pushy advising firms, I thankfully came across Perch Wealth and met Doug Zator. As easy-going as he is knowledgeable of the industry, Doug taught me all about Delaware Statutory Trusts and the 1031 exchange, the different sponsors and their defining characteristics, the various asset classes and which make the most sense for the current economy and my circumstances, and even how to navigate a Private Placement Memorandum. He was happy to meet as many times as I needed to learn the process and make decisions I was comfortable with, and he and the Perch Wealth team made the actual exchange incredibly simple for me. I am now a confident investor in multiple DSTs that are generating trouble-free income. The road getting here was enriching, easy and fun - thanks to Doug and the Perch Wealth team. I look forward to working with them again!"
"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."