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The Perch Path

The Perch Portal

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.

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MultiFamily DST

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Manufactured Housing DST

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NNN Lease DST

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Self-Storage DST

The Perch Path

Following a methodical 4-step process, we help our clients identify an investment strategy that aligns with their goals and objectives.

01

Discovery

Our first step is getting to know you, your goals and objectives. We then determine if Perch Wealth is a good fit for you.

02

Evaluation

We remain by your side, monitoring and tracking the progress of your portfolio, striving to help you achieve your goals.

03

Implementation

Our first step is getting to know you, your goals and objectives. We then determine if Perch Wealth is a good fit for you.

04

Follow Up

Our first step is getting to know you, your goals and objectives. We then determine if Perch Wealth is a good fit for you.

The Perch Wealth Mission

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.

Perch Wealth provides you with access to institutional-quality real estate, management, financing and state of the art 1031 exchange processing.

Call

855-DST-3443

Forbes financial council 2022 Official member

Email | Address

info@PerchWealth.com

31351 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675

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FEA Federation of Exchange Accommodators

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.

Real Estate / 1031 Risk Disclosure:
  • 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.