perchwealth.com

What It Is

Perch Wealth is an advisory services firm focused on U.S. real estate tax deferral and alternative investments. Its core offerings include 1031 Exchange, DST, 721 UPREIT, TIC, structured notes, and private alternative assets. It is not a payment gateway or acquiring service provider; rather, it is closer to an investment advisory and transaction coordination platform for high-net-worth individuals and real estate investors, helping clients transition from actively owned properties to passive, professionally managed investment structures.

Core Capabilities

Based on the site content, its core focus is 1031 Exchange-related solutions. For DSTs, Perch Wealth provides property selection, sponsor and asset due diligence, document subscription, transaction coordination, and ongoing updates. For 721 UPREITs, it emphasizes access to REIT portfolios through OP units while maintaining tax deferral. TIC structures provide direct fractional ownership arrangements. Its alternative investment coverage includes private real estate, private equity, hedge strategies, private credit, natural resources, and more. On the risk-control side, the website mentions credit analysis, legal review, stress testing, financial modeling, and sponsor screening, but it does not disclose specific models, historical performance, or failed cases.

Pricing and Minimums

The website does not disclose advisory fees, commissions, management fees, or product-level costs, which is the main gap when assessing overall expenses. Available information shows that some DST/real estate opportunities have minimum investments of $50,000 or $100,000, with offerings listed as 506(c), suggesting that its products may be intended for investors who meet certain asset and compliance qualifications.

Pros and Cons

The strengths are its clear vertical focus and coverage of multiple 1031 alternative paths, including DSTs, 721 UPREITs, and TICs, along with an emphasis on a full process from discovery, evaluation, and execution to follow-up. The website also displays some asset locations, LTVs, and minimum investment amounts, which helps with initial screening. The drawbacks are limited fee transparency and the lack of clearly disclosed regulatory licenses or registration information in the main content. In addition, DSTs, private funds, and structured notes typically involve complexity, liquidity constraints, and relatively high suitability requirements.

Who It’s For

It is better suited for owners of U.S. investment real estate who plan to sell and want to defer capital gains taxes, especially landlords looking to retire, reduce the burden of property management, and shift toward passive cash flow. CPAs and referral partners may also use it as a source of 1031/DST solutions for their clients.

Access from China

The main content does not provide information on access from China, Chinese-language services, or cross-border investment support, so its accessibility status is unknown.