Episode 2. From Complexity to Clarity: DSTs, 1031s & Smarter Real Estate Deals with Ben Carmona
Description
In this insightful episode, we sit down with Benjamin Carmona to explore the powerful role of IRS Section 1031 exchanges and Delaware Statutory Trusts (DSTs) in today’s real estate and alternative investment landscape.Benjamin shares how these tools are helping investors, especially those nearing retirement, defer capital gains taxes, simplify property transitions, and achieve passive income without the burden of active management. He breaks down the mechanics of DSTs, the challenges of the 45-day identification window, and the strategic advantages of these structures in times of economic uncertainty.The conversation dives into:✅ How DSTs offer hands-off real estate exposure✅ Creative structuring for investor-direct access✅ Mitigating risks in affordable housing investment deals✅ The importance of diversifying with alternative assets✅ Why long-term strategies matter now more than everBenjamin also weighs in on current fundraising models, aligning investor goals with advisor compensation, and the evolving expectations of wealth management clients in 2025.
Whether you're an advisor, high-net-worth investor, or just exploring alternative strategies, this episode delivers practical insights with depth and clarity.Ben's Socials:https://perchwealth.com/https://www.linkedin.com/in/benjamin-carmona-5a36b532/https://www.youtube.com/@perchwealthFollow Us:Apple: https://podcasts.apple.com/us/podcast/the-disruptive-capitalists/id1644437927Spotify: https://open.spotify.com/show/1I5tdqJNcxCB2Qiu1lfZyJ?si=bca8b94bdb0c4442Youtube: https://www.youtube.com/@disruptivecapitalistsAmazon: https://amzn.eu/d/51LD9XEPandora: https://www.pandora.com/podcast/the-disruptive-capitalists/PC:1001025132Website:https://impactgrowthcap.com/








