Hola, with Lida - WealthWise: Maximizing Opportunities In Today's Market

Hola, with Lida - Maximizing Opportunities in Today's Market 2023

Join us for a thought-provoking and insightful presentation on the current Real Estate trends and maximizing opportunities in today's market

Date: November 8th, 2023 @12pm PT
Location: RSVP For Zoom Link
Guest: Ashley Romiti, Vice President of Perch Wealth

Ashley Romiti serves as Vice President at Perch Wealth, specializing in tax mitigation strategies for real estate investors. She advises clients on their real estate portfolios, leveraging her experience in 1031 Exchanges to help them mitigate risk through diversifying into alternative real estate investments, including Delaware Statutory Trusts (DSTs).

Join us as we discuss current investment opportunities in today’s market. We will explore:

An outlook on today’s real estate market
1031 Exchanges: How to defer capital gains on the sale of your real estate
Delaware Statutory Trusts (DSTs): Benefits of investing for 1031 exchange and cash buyers
Opportunity Zone Funds: Brief overlook of QOZs
Cash investments in alternative real estate funds
Benefits of diversification in today’s market

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Perch Financial and Arkadios are not affiliated through any ownership. Illiquid products such as real estate, DSTs and other alternative products are not for all investors. These investments are only for accredited investors who should also ensure that they always maintain an adequate amount of liquid assets.

RSVP HERE

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WORK WITH LIDA

In addition to helping our clients, I also truly believe that a community only grows with you. As I live through this truly unique time, I feel it is more than important to give back to the community you are part of. I hope you learn more about who we are, and are thrilled to have the opportunity to work with you.

Let's Connect

RIPPE GROUP

Phone

(949) 991-8898

[email protected]

Address

4910 Massachusetts Ave NW Suite 119, Washington, DC 20016 2737 East Coast Hwy, Corona Del Mar, CA 92625

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