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Ben Carmona, Managing Partner of Perch Wealth and Forbes Finance Council Member, Shares Expertise in Latest Article on Delaware Statutory Trusts (DSTs) and 1031 Exchanges
  • USA - English


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Perch Wealth

Apr 03, 2023, 09:59 ET

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Ben Carmona, Managing Partner of Perch Wealth, and Forbes Finance Council Member
Ben Carmona, Managing Partner of Perch Wealth, and Forbes Finance Council Member

IRVINE, Calif. (PRWEB) April 03, 2023 -- Ben Carmona, Managing Partner of Perch Wealth, and Forbes Finance Council member, offered an insider perspective on Delaware Statutory Trusts (DSTs) and 1031 exchanges as two popular options for real estate investors seeking to potentially defer taxes and diversify their portfolios in his latest Forbes article.

“Real estate is becoming increasingly mainstream as a form of investment. The high barriers to entry that once existed have been reduced due to new investment options such as fractional ownership through Delaware Statutory Trusts."

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Carmona brings more than 20 years of applied experience to the Forbes Finance Council, he is an expert in real estate investments, structures, and strategies. Through this experience, Carmona has developed a comprehensive understanding of alternative investments and the financial services industry with deep knowledge and expertise in structured 1031 products.

“Real estate is becoming increasingly mainstream as a form of investment. The high barriers to entry that once existed have been reduced due to new investment options such as fractional ownership through Delaware Statutory Trusts. This opens up potential tax benefits associated with real estate investments,” writes Carmona.

Delaware Statutory Trusts (DSTs) and 1031 exchanges are popular tools used in real estate investing to potentially defer taxes and manage risk. DSTs offer investors the ability to diversify real estate portfolios across different asset classes and property types. DSTs can potentially defer capital gains taxes on the sale of property by exchanging it for an ownership interest in the DST. Additionally, investors can also receive a potential tax-advantaged income stream.

In his Forbes article, Carmona continued, “The difference between active and passive investing is significant, and it's important for investors to understand which approach aligns with their goals. For those seeking a more hands-off investment, rolling the proceeds from the sale of a property into a DST through a 1031 exchange can be a favorable option as it allows them to defer capital gains tax and aim for passive income.”

1031 exchanges allow investors to potentially defer capital gains taxes on the sale of a property by reinvesting the proceeds into another "like-kind" property. This allows investors to potentially defer paying taxes until they sell the replacement property. By deferring taxes, investors potentially have more capital available to reinvest into a new property, which can increase their purchasing power and potentially lead to higher returns. 1031 exchanges allow investors to diversify their portfolios by exchanging one property for another, which can potentially help mitigate risks and increase long-term returns.

These tools can be complex, and investors may need to work with experienced professionals to ensure that they are using them correctly.

Carmona’s article is Perch Wealth’s second contribution to Forbes on the topic of Delaware Statuary Trusts and 1031 exchanges, the first was penned by Ehud Gersten, and covered Qualified Opportunity Fund (QOF), DSTs, and 1031s.

About Perch Wealth

Perch Wealth offers an unparalleled opportunity for accredited investors to build diversification and potential growth into their investment portfolios. By connecting their clients with investment opportunities previously only available to a select few, Perch Wealth’s solutions are intended to help build wealth and protect capital. Perch Wealth has one of the best property inventories out there to invest in. All properties are vetted by its experts prior to them being offered to their clients. For more information on Perch Wealth, visit https://perchwealth.com/.

Disclosure:

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.

Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

1031 Risk Disclosure:

There is no guarantee that any strategy will be successful or achieve investment objectives; Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; Potential for foreclosure – All financed real estate investments have potential for foreclosure; Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits.

Brian McDermott, Perch Wealth, https://perchwealth.com, 1 855-378-3443, [email protected]

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