Path To Passive: Real Estate Investing For Technology Professionals
Welcome to "Path To Passive: Real Estate Investing for Tech Professionals," the podcast that helps tech-savvy individuals secure their financial future through real estate. In the fast-paced world of technology, it's easy to overlook the power of real estate as a source of passive income. This podcast is here to change that.
In each episode, we'll break down real estate investment strategies in plain language, tailored to tech professionals like you. We'll cover topics like how to use your tech skills to make data-driven property decisions, generate passive income, manage risks, and maximize tax benefits. Plus, you'll hear inspiring success stories from fellow techies who've achieved financial freedom through real estate.
Hosted by real estate experts with tech backgrounds, "Path To Passive" simplifies real estate investing, making it accessible to anyone looking to create a passive income stream. Subscribe now and start your journey to financial independence through real estate. Your path to passive income begins here!
Path To Passive: Real Estate Investing For Technology Professionals
#103 - Passive Income Through 1031s and DSTs with Ben Carmona
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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For more resources and guides, check these out:
- Investor 101 https://www.aritacapital.com/investor-101-resource/#
- Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/
If you want to learn more, reach out at:
Email: steven@aritacapital.com
LinkedIn: https://www.linkedin.com/in/aritasteven/