Building Wealth Through Real Estate investments

Custom solutions to help you build wealth.

Sign up for a consultation.

Consultation Request
Our investments opportunities are available for Accredited Investors only. Accredited Investors: Either alone or with a spouse, has a net worth exceeding $1,000,000; or an individual whose net income before taxes exceeds $200,000, or $300,000 when combined with that of a spouse.

What is a Real Estate Investment Trust (REIT)?

Established by the Congress in 1960, Real Estate Investment Trust (REIT) allows investors to own shares in real estate portfolios that generate revenue through various properties. A REIT is a company or trust that owns, and in most cases, operates real estate properties. REITs lease out spaces to tenants and receive rent on those properties, which is then divided among shareholders as dividends. Some REITs also fund mortgage loans to real estate developers or investors and earn interests on the mortgages and mortgage-backed securities. A REIT generally has varieties of properties in its portfolio such as healthcare centers, office buildings, retail centers, apartments, hotels, etc.

We Build Strategy

A solid investment strategy is extremely important for any investment to blossom and build wealth for its owner. 

Our team of dedicated experts is capable of building an out-of-the-box strategy for every investment that comes our way. No matter whether you've low equity or high debt, a good strategy is what you need. Real Estate Investment Trusts can be a valuable wealth building tool to have in your portfolio. Let us show you the different financial tools available too you.
Learn More

We Build Wealth

With a profound investment strategy in hand, building wealth isn't much of an issue. Upon registering with us, you'll soon witness quick and steady growth in your investment income. After all, a good investment can turn to mud if not handled properly. Similarly, a poor investment can grow thick and fast if planned and strategized accordingly.
How it works? We identify sponsors and lenders with solid track records that can provide various investment opportunities We examine the market in pursuit of lucrative risk-adjusted returns for investors We diligence different projects and filter out the ones that appear promising You invest in safer projects that have passed different layers of diligence
Learn More

Watch Now

Understand the difference between REITs, TICs, Funds, DSTs and more...
OUR BLOG

Knowledge Base

Knowledge is power. Let us share over 200 years of experience in the world of real estate investing.
March 10, 2023
Market Outlook 2023: Navigating Economic Uncertainty

Market Outlook 2023: Navigating Uncertainty in Geopolitical and Macro-Economic Headwinds As we enter 2023, the market outlook is facing a multitude of uncertainties as the geopolitical and macroeconomic headwinds that plagued us in 2022 still persist. The global economy did not see the strength that many had hoped for, as unprecedented inflation swept through economies […]

March 2, 2023
How To Do a 1031 Exchange When Breaking Up a Partnership

Purchasing real estate with other investors can open new opportunities – it can allow investors to access larger assets and higher return potential. However, investing with other people can present some challenges. One of the most common issues facing partners is deciding what to do when they want to sell the asset. More specifically, what […]

Our REIT’s Portfolios Can Include:

Offices

Warehouses

Medical Facilities

Cell Towers

Apartment Buildings

Retail Centers

Data Centers

Hotels

Are Real Estate Investment Trusts (REITs) the Right Choice for Your investment Income?

If you have a $500,000 portfolio, download this definitive guide to Real Estate Investment Trusts from Perch Wealth. Even if you have something else in place right now, it still makes sense to request your guide!
Don’t miss it!
Free DST eBook
The SEC defines an accredited investor as either:

a) An individual with a net worth exceeding $1 million (either individually or jointly with their spouse), OR
b) An individual with gross income exceeding $200,000 (or joint income with a spouse or partner exceeding $300,000).

invest-in-REITs-REIT-real-estate-investment-trust-fixed-returns-on-investment
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.

© 2022 Perch Wealth.
broker-check-certified-invest-with-confidence

Perch Financial LLC and Arkadios Capital LLC do not provide legal or tax advice. Securities offered through Arkadios Capital LLC Member FINRA/SIPC and MSRB registered. Arkadios Capital LLC is unaffiliated with any entity herein.

1031 Risk Disclosure:

  • There is no guarantee that any strategy will be successful or achieve investment objectives;
  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
  • Change of tax status – 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;
  • Potential for foreclosure – All financed real estate investments have potential for foreclosure; ·Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits


No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood, and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward-looking statements are never an assurance of future results.

Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read, and understand all the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.

NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by Perch Financial LLC, Emerson Equity LLC, or any affiliate, or partner thereof. Perch Financial LLC does not warrant the accuracy or completeness of the information contained herein.

envelopephonemap-markerchart-barsdiamond linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram