Bonus Depreciation, DSTs & Smarter Real Estate Investing with Ben Carmona

Описание: Show Notes Summary with Timestamps

00:23 – Intro & Guest Welcome
Meet Ben Carmona, Managing Partner of Perch Wealth

01:50 – Ben’s Background
Growing up in a real estate family, entering finance with a real estate niche

04:50 – The Traditional Model is Broken
Why the 60/40 model failed and what endowments taught us about alternatives

07:40 – Alternative Investments for Retirement Stability
Reducing volatility & increasing passive income for boomers

10:25 – The Multifamily Crash & Tap-Outs
2021–2022 mistakes, overpaying, and the rise in loan defaults

14:51 – Deferred Sales Trust: Case Study
How Brett’s client avoided losing everything by skipping a 1031

18:00 – DST vs 1031: Real-Time Wealth Planning
Sell high, buy low, and unlock true flexibility

20:47 – The $100 Trillion Wealth Transfer
Baby boomers, estate tax, and the biggest opportunity for planning

24:29 – It's Not Just About Profit — It’s About Freedom
Why clients are trading active wealth for peace, legacy, and lifestyle

28:48 – Bonus Depreciation + Lazy 1031 Strategy
Using syndications for 100% tax deferral without the 1031 pressure

33:50 – Work with Experts Who Know Real Estate
Why most advisors fail to serve real estate-rich investors

36:34 – Diversification and Mitigating Risk
Structuring portfolios that hedge against volatility

38:19 – Closing Thoughts + How to Connect with Ben

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