🚀 In this episode of Commercial Real Estate Unfiltered, host Caleb David sits down with Benjamin Carmona of Perch Wealth to demystify 1031 exchanges, real estate syndications, and Delaware Statutory Trusts (DSTs). Benjamin breaks down how high-net-worth and retiring investors can defer capital gains taxes, transition from active to passive ownership, and protect wealth in uncertain markets. This conversation covers market cycles, risk mitigation, sponsor evaluation, hard money lending, and why education—not transactions—should drive investment decisions.

🎧 Hosted by: Caleb David

👤 Guest:🏡 Benjamin Carmona – Financial Advisor & Real Estate Syndication Specialist, Perch Wealth

Benjamin Carmona is a Managing Partner at Perch Wealth and a 20-year veteran of the alternative investment and 1031 exchange industry. He specializes in Delaware Statutory Trusts, structured real estate strategies, and tax-advantaged investment vehicles. Before co-founding Perch Wealth, Ben held leadership and acquisitions roles at firms including Cantor Fitzgerald, NexPoint Advisors, and Capital Square Advisors, where he worked across finance, due diligence, underwriting, product structuring, and sales management. His background gives him deep expertise in 1031 products and real estate-based alternative investments.

💡 What You’ll Learn:

✔️ What real estate syndication is and how passive investing works

✔️ How 1031 exchanges defer capital gains taxes

✔️ Key rules, timelines, and risks of executing a 1031 exchange

✔️ How Delaware Statutory Trusts (DSTs) create passive income

✔️ How to evaluate sponsors, risk, and exit strategies

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Benjamin Carmona:

🌐 Website → https://perchwealth.com/

🔗 LinkedIn → https://www.linkedin.com/in/benjamin-carmona-5a36b532/

🎙 Follow Caleb David:

🌎 Website → https://www.davidcommercial.com/

📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/

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💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/