For more than two decades, Ben Carmona has guided accredited investors out of the day-to-day grind of property management and into smarter 1031 exchange and Delaware Statutory Trust strategies.
Ben Carmona is President & CEO of Carmona Wealth, the independent advisory firm he founded after serving as Managing Partner at Perch Wealth. He is a nationally recognized expert in 1031 exchanges, Delaware Statutory Trusts (DSTs), real estate investments, and the structures that make tax-efficient, passive ownership possible.
Across his career he has worked through some of the most prominent, industry-leading investment management firms — handling acquisitions, finance, due diligence, underwriting, product structuring and syndication, and sales management. That vantage point gave him a deep, working command of TICs, DSTs, non-listed REITs and BDCs, private equity and debt funds, interval funds, and other private placement syndications.
His executive roles sharpened a rare instinct: the ability to uncover the variables that quietly decide whether an investment succeeds — and to translate them into plain guidance his clients can act on.
Investors come to Ben at the moment that matters most — a looming capital-gains event, a tired rental portfolio, an exchange clock already ticking. His job is to make the complex feel clear.
A focused practice built around one outcome — keeping more of your money working while you step back from active management.
Ben’s particular strength is analyzing, evaluating, and making clear recommendations for or against an opportunity. His explanations are well researched, well communicated, and the process is genuinely collaborative.
The clock starts the day you close. Here’s how disciplined identification — and a backup plan — keeps a 1031 from quietly collapsing into a taxable sale.
Read articleA Delaware Statutory Trust lets you stay invested in real estate while handing off the operations entirely. What you trade away — and what you gain.
Read articleHeld correctly, a DST can simplify what your heirs inherit and reset the cost basis. A look at how passive structures support estate continuity.
Read articleWhether you have a sale on the horizon or an exchange clock already running, a short conversation is the fastest way to know your options.
Consultations are confidential and obligation-free. Reach out and Ben will personally review where you stand.
20+ years in alternative real estate investments
FINRA Series 7, 24 & 63 licensed
Confidential, no-obligation consultations
Tell Ben a little about your situation and he’ll be in touch within one business day.