In the pursuit of financial prosperity, Perch Wealth emerges as a dynamic investment firm helping investors choose from a myriad of alternative investment opportunities that are available. Bolstered by a combined experience of over two hundred years, Perch Wealth boasts an unparalleled level of expertise, positioning itself as one of the most knowledgeable and experienced teams in the alternative investment industry. With a commitment to empowering clients through a diverse range of investment avenues, Perch Wealth is poised to shape the future of this niche space.
Founded by visionary managing partners, Ben Carmona and Ehud Gersten, Perch Wealth was born out of an astute recognition of the gap prevailing within the alternative investment sector. Leveraging their extensive experience and business acumen, they laid the foundation for an investment firm that pledges to deliver superior service and well-informed guidance, providing clients with the finest real estate and alternative investment strategies available in the market.
“Our mission at Perch Wealth is to guide clients towards financial prosperity by offering access to top-tier alternative investment strategies. With an unwavering commitment to excellence, we empower investors to secure their future legacy with confidence.” shares Ben Carmona, Co-Founder, and Managing Partner, capturing the firm’s core objective.
Setting itself apart from its contemporaries, Perch Wealth’s strength lies in its team’s comprehensive understanding of real estate and alternative investments, encompassing structures and strategies. Drawing on their collective expertise in acquisitions, finance, due diligence, underwriting, and product structuring, the team is primed to cater to the unique investment needs and aspirations of each discerning client.
Be it actively engaging in a 1031 exchange, or diversifying one’s investment portfolio, Perch Wealth is committed to tailoring personalized solutions aligned with the clients’ financial objectives. The firm works with what it deems the nation’s best investment sponsors, facilitating clients’ access to prime opportunities, underpinned by diligent research and extensive experience.
“We understand the challenges facing many investors of executing a 1031 exchange and identifying suitable replacement properties within the strict timelines. We’re here to help them with that process.” acknowledges Ehud Gersten, Co-Founder, and Managing Partner, as he emphasizes the firm’s proactive approach to address clients’ concerns. Perch Wealth diligently maintains a diverse array of net leased investment properties and Delaware Statutory Trust (DST) investments, promptly available to meet investment requirements within the 45-day identification period.
The pioneering spirit embodied by Ben Carmona and Ehud Gersten has garnered recognition across the country and within real-estate and alternative investments, positioning themselves to be the go-to individuals within their niches.
Perch Wealth’s resolve to furnish clients with a comprehensive suite of investment options is further evident in their offerings, including Delaware Statutory Trusts (DSTs), private real estate investment trusts (REITs), private equity and debt funds, interval funds, and other private placement syndications. Perch is fully committed to providing top-tier guidance in real estate and alternative investments to their clients which has helped them build a reputation as an industry leader.
