Ashley Romiti
Delaware Statutory Trust (DST) & 1031 Broker | Passive Income Strategist | Helping Investors Navigate DST Opportunities & Risks with Confidence | 949.235.5606
- Role
- Vice President at Perch Wealth 1031 Exchange
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Ashley Romiti
As a seasoned 1031 professional, I guide investors through the complexities of the DST market, ensuring they make well-informed decisions that align with their financial goals. With a deep understanding of DST structures, I help clients transition from active property management to truly passive income, so they can focus on what matters most—enjoying the wealth they’ve built. Navigate Risks & Maximize Returns – I provide clear, objective insights into the risks and opportunities in the DST space, helping investors make confident, strategic choices. Seamless 1031 Exchange Strategies – I help investors leverage the DST structure for tax-deferral benefits while maintaining diversification and income potential. Financial Freedom on Your Terms – My mission is to help high-net-worth investors break free from the burdens of active management and transition to a stress-free, passive income stream. Your Wealth, Your Time, Your Lifestyle I believe financial success isn\'t just about numbers—it\'s about living the life you’ve worked so hard to create. Whether that means more time with family, traveling, or pursuing your passions, I’m here to help you structure your investments so you can do just that. Let’s connect! If you\'re looking to simplify your real estate investments and transition to a passive, hands-off strategy, I’d love to discuss how DSTs can work for you.This page is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. There are material risks associated with investing in private placements, DST properties and real estate securities including illiquidity, general market conditions, interest rate risks, financing risks, potentially adverse tax consequences, general economic risks, development risks, and potential loss of the entire investment principal. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. GCA 1031 is independent of CIS. Concorde is headquartered at 3909 Research Park Drive, Suite 200, Ann Arbor, MI 48108. Phone:(24••••••10.
Experience
Vice President
Oct 2022 — Present · Irvine, CA, US
Education
University of California, Los Angeles
Bachelor's degree
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