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What if you could sell your property, skip the big tax hit, and stop dealing with all the hassles of being a landlord? In this episode, Steven chats with Ben Carmona, a financial advisor who’s been helping people do just that for over 20 years. Ben breaks down how strategies like 1031 exchanges and Delaware Statutory Trusts (DSTs) work, and how they can help you keep more of your money, earn passive income, and finally step away from managing real estate yourself. Whether you’ve made your first syndication investment or you’ve been in real estate for years, this episode will help you understand what’s possible when you're ready to simplify and grow.
Ben Carmona is the Managing Partner at Perch Wealth, with over 20 years of experience in alternative real estate investments. He is a nationally recognized expert in 1031 exchanges, Delaware Statutory Trusts (DSTs), and tax-efficient passive income strategies for accredited and high-net-worth investors.
Before launching Perch Wealth, Ben held senior leadership roles at top investment firms including Cantor Fitzgerald, NexPoint Advisors, and Capital Square Advisors, where he worked across acquisitions, underwriting, structuring, and syndication. He holds a degree in Finance and Real Estate from San Diego State University and maintains FINRA Series 7, 24, and 63 licenses.
Ben is also a member of the Forbes Finance Council and frequently contributes thought leadership on DSTs and real estate investing. His work focuses on helping investors move from active property management to smarter, passive wealth-building strategies.
Connect with Ben:
Website: https://www.perchwealth.com/
Phone: 818-269-4972
Episode highlights:
(0:00) Intro
(1:26) Ben, his background, and alternative investments
(4:29) 1031 Exchange explained
(9:49) Why syndications aren't 1031 eligible
(11:23) GP vs LP and 1031 eligibility
(13:55) What is a Delaware Statutory Trust?
(21:52) How DSTs allow for tax deferral and passive income
(24:35) Downsides: liquidity, control, and fees
(26:27) Common misconceptions about DSTs
(30:04) How fees work and what to watch out for
(33:10) DSTs and estate planning for families
(37:12) Where to connect with Ben and Perch Wealth
(38:32) Outro
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