Show cover of Investment Insights from Perch Wealth

Investment Insights from Perch Wealth

Welcome to Investment Insights from Perch Wealth. Providing informed advice that investors deserve. Listen for the ultimate guide to smart real estate investment and achieving your financial goals. We focus on solutions to potentially defer taxes, preserve wealth, and feel secure through retirement through a range of diverse portfolio investments, real estate, and alternative investments both domestically and internationally. Your host is Ehud Gersten, Managing Partner of Perch Wealth, a premier investment firm.

Tracks

Real Estate Investment Options Demystified: Exploring REITs, Equity Funds, TICs, DSTs, and Crowdfunding
Whether you're a seasoned investor or just starting, this podcast will help you navigate the diverse landscape of passive real estate investments. Tune in and take your real estate investment knowledge to new heights with Perch Wealth.Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
14:58 8/1/23
Unlocking the Benefits of Investing in DSTs
Gain valuable insights into DSTs' ability to generate income, mitigate risk, and provide access to high-quality assets. Contact Perch Wealth to unlock the potential of DSTs and make informed investment decisions. Thanks for tuning in!Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
07:20 7/28/23
Why are DSTs so Popular?
Gain valuable insights into the reasons behind the increasing preference for DSTs and how they can enhance your investment portfolio. Contact Perch Wealth to explore DST opportunities and maximize your investment potential. Thank you for tuning in!Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
14:33 7/25/23
Finding the Right DST Broker: Unleashing Investment Potential
Tune in to gain insights that will empower you to choose a trusted broker who will guide you through your investment journey. Contact Perch Wealth today to explore options and maximize your investment potential. Thank you for listening!Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
08:00 7/21/23
Mastering the Seven Deadly Sins of DSTs: Unlocking Passive Real Estate Investment Opportunities
Discover why DSTs limit capital contributions, borrower authority, lease negotiations, and reinvestment of proceeds. Uncover the benefits of investing in DSTs, including diversification and the opportunity to transition from active to passive real estate investments.Our experts provide practical guidance on due diligence, selecting trustworthy sponsors, and navigating the complexities of DST investments. Whether you're an experienced investor or new to DSTs, this podcast equips you with the knowledge to make informed decisions.Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
09:08 7/18/23
Exploring Alternative Investment Options: Real Estate for Today's Challenging Market
Discover the potential of commercial real estate syndicates, Delaware Statutory Trusts (DSTs), Real Estate Investment Trusts (REITs), interval funds, and real estate income funds.  Tune in to learn more about high-yield real estate funds and their potential benefits. Contact Perch Wealth to explore available investment options tailored to your investment objectives.Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
13:06 7/14/23
The History and Rise of Delaware Statutory Trusts (DSTs) in Commercial Real Estate Investment
Contact Perch Wealth today to learn more about DSTs and their potential benefits for accredited investors.Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
10:45 7/11/23
Navigating the 1031 Exchange: Simplifying Property Identification Rules
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
05:37 7/7/23
Unleashing the Potential of Retail Real Estate Investment
Whether you're an experienced investor or new to retail real estate, Perch Wealth provides expert guidance to help you navigate this profitable investment sector. Contact Perch Wealth today to explore your retail real estate investment opportunities.Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
10:27 6/30/23
Senior Housing: A Lucrative Investment Opportunity
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
06:30 6/27/23
Navigating the Changing Landscape of Retail Real Estate
Gain insights into the future of retail, including the rebounding job market and strong valuations of retail properties. Learn about the advantages of retail investments, such as monthly dividends and turnover rents. Join us to navigate the evolving retail market and make informed investment decisions. Contact Perch Wealth for retail investment opportunities.Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
07:22 6/23/23
Insights on the Post Pandemic Multi Family Market
At Perch Wealth, we believe in empowering investors to make informed decisions about their finances. In this podcast, we explore the potential benefits and risks of multifamily investments in our current economic climate. From the impact of the 2020 recession to emerging trends in the post-pandemic market, we provide valuable insights to help investors navigate this evolving landscape.Discover how the multifamily housing market weathered the storm and outperformed many other sectors during the pandemic. Learn about emerging trends such as increased demand for family-friendly housing options, design for remote work, outdoor amenities, and contactless environments. We also discuss the forecasted rebound of the multifamily market, low interest rates, and the performance of Class A and Class B properties.Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
12:23 6/20/23
Unveiling the Potential of Manufactured Housing Investments
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
11:14 6/16/23
Unlocking the Storage Fortune: The Untapped Potential of Self-Storage Investing
Discover the pros and cons of investing in self-storage real estate, including its low-maintenance nature, stable cash flow potential, diversification opportunities, recession resilience, and competitive financing options. However, we also shed light on challenges such as short-term leases, oversupply risks, and demand fluctuations based on hyper-local conditions.If you're considering entering the self-storage market, this episode is a must-listen. Find out if self-storage is the right investment avenue for you, and learn how Perch Wealth can guide you through this thriving industry. Contact us today to explore self-storage investment opportunities and embark on your wealth-building journey.Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
12:37 6/13/23
1031 Exchange Secrets Revealed: Understanding the Function and Mechanism of Cooperation Clauses
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
12:37 6/9/23
Inflation-Proof Your Portfolio: Unveiling the Secrets of Real Estate Investments
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
13:33 6/6/23
Riding the Energy Wave: Investing in America's Thriving Oil and Gas Real Estate
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
10:52 6/2/23
Navigating Opportunities: Top Real Estate Assets for Today's Market
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
11:09 5/30/23
Unlocking Opportunities: Exploring the Booming Manufactured Housing Market
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
11:36 5/26/23
Unleashing Opportunities: Exploring QOZs, 1031 Exchanges, and DSTs for Tax-Smart Investing
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
11:01 5/23/23
Can You 1031 Exchange into a REIT? Navigating the Complex Process
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
07:52 5/19/23
Real Estate Insights: Delaware Statutory Trusts and Depreciation
Read more investing insights here: https://perchwealth.com/insights.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
07:58 5/16/23
Finding A 1031 Exchange Replacement Property In 2023
The podcast offers a solution to these challenges in the form of Delaware Statutory Trusts (DSTs), which provide institutional, high-quality properties that are generally unavailable to most investors. DSTs enable investors to qualify for full tax deferral by reinvesting 100 percent of net sales proceeds into a replacement property, acquiring an equal or greater amount of debt on the replacement property, identifying a potential replacement property within 45 days of sale, and closing on the replacement property within 180 days of the sale. The podcast explains how DSTs can meet both the equity and debt reinvestment requirements outlined by IRC section 1031 and provide positive cash flow and diversification for real estate investors.Read more about how to cash out members of an LLC in a 1031 Exchange: https://perchwealth.com/finding-a-1031-exchange-replacement-property-in-2023.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
09:13 5/12/23
How DST Sponsors Report Taxes at Year-End
Read more about how to cash out members of an LLC in a 1031 Exchange: https://perchwealth.com/how-DST-sponsors-report-taxes-at-year-end.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:LinkedinFacebookYoutubeTwitterInstagram
10:53 5/9/23
Cashing Out Members of an LLC in a 1031 Exchange
Read more about how to cash out members of an LLC in a 1031 Exchange: https://perchwealth.com/cashing-out-members-of-an-llc-in-a-1031-exchange.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:Linkedin: https://www.linkedin.com/company/perch-wealth/Facebook: https://www.facebook.com/perchwealthYoutube: https://www.youtube.com/channel/UCRU7HazVB8-7YrdKIReu-CgTwitter: https://twitter.com/PerchWealthInstagram: https://www.instagram.com/perchwealth/
08:18 5/5/23
How Biden Administration's Tax Proposal Could Impact 1031 Exchanges
Read more about President Bid's Tax Law: https://perchwealth.com/biden1031.htmlLearn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:Linkedin: https://www.linkedin.com/company/perch-wealth/Facebook: https://www.facebook.com/perchwealthYoutube: https://www.youtube.com/channel/UCRU7HazVB8-7YrdKIReu-CgTwitter: https://twitter.com/PerchWealthInstagram: https://www.instagram.com/perchwealth/
04:09 5/2/23
Welcome to Investment Insights from Perch Wealth
Learn more about Perch Wealth: https://perchwealth.com/index.htmlFollow Perch Wealth on Social for more insights:Linkedin: https://www.linkedin.com/company/perch-wealth/Facebook: https://www.facebook.com/perchwealthYoutube: https://www.youtube.com/channel/UCRU7HazVB8-7YrdKIReu-CgTwitter: https://twitter.com/PerchWealthInstagram: https://www.instagram.com/perchwealth/
00:30 4/18/23