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Strategic Real Estate Investments

Perch Wealth provides tailored real estate investment solutions, focusing on 1031 exchange services and Delaware Statutory Trusts (DSTs) to help clients grow and preserve wealth. Their 1031 exchange services enable investors to defer capital gains taxes by reinvesting property sale proceeds into qualifying real estate, all while adhering to IRS guidelines. With DSTs, clients can diversify into institutional-grade properties with the potential for consistent income streams without active management.<br>

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Strategic Real Estate Investments

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  1. YOUR GATEWAY TO • STRATEGIC REAL ESTATE INVESTMENTS

  2. 01 • About Us • A premier wealth management firm specialising in 1031 Exchange, Delaware Statutory Trusts (DSTs), real estate investment opportunities, and asset management. • Our values • Empowerig clients with strategic investment tools and DST wealth management tailored to their financial growth and stability. Decades of experience navigating the complexities of real estate markets and DST opportunities.

  3. 02 • Understanding the 1031 Exchange • What is a 1031 Exchange?: • A tax-deferral strategy allowing real estate investors in Delaware state trust 1031 exchange to reinvest proceeds from property sales into like-kind properties, deferring capital gains taxes. • Benefits: • Preserves investment capital for growth. • Enables portfolio diversification. • Facilitates seamless real estate transitions. • How Perch Wealth Helps: • Expert guidance through IRS compliance. • Identifying ideal replacement properties. • Tailored strategies to maximise returns.

  4. 03 • Real Estate Investment Expertise • Strategies Opportunities: • Support from Perch Wealth • Portfolio diversification. • Risk-adjusted return optimisation. • Capital preservation through preferred wealth financial strategies.. • Access to high-value commercial properties. • Investment in multi-family housing, retail spaces, and industrial assets. • Market research and due diligence. • Customised investment plans. • Ongoing asset performance tracking.

  5. Thank You • Contact us +185-537-83443 www.perchwealth .com 29122 Rancho Viejo Road Suite 111 San Juan Capistrano, California 92675

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