In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Ben Carmona, Managing Partner at Perch Wealth, to break down the mechanics and opportunities of the 1031 exchange. With over two decades of experience, Ben clarifies a complex process that can intimidate even seasoned investors. He shares how real estate owners, especially those nearing retirement, can defer taxes, move into passive income streams, and preserve wealth through tools like the Delaware Statutory Trust (DST).

Jonathan and Ben cover everything from early planning to misconceptions about like-kind exchanges. They also explore how investors can use 1031s to scale smarter, reduce active management headaches, and take advantage of private equity-style syndications.

Whether you're a baby boomer ready to slow down or a younger investor exploring long-term tax strategy, this episode will help you see 1031s and DSTs in a whole new light.

In this episode, you will hear:

• What a 1031 exchange is and how it helps defer taxes

• How Delaware Statutory Trusts (DSTs) enable passive investing with 1031 proceeds

• The importance of early planning and working with real estate-focused advisors

• How to avoid common mistakes like mishandling funds or missing deadlines

• Why syndications and diversification matter for today’s investors

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Supporting Resources:

Perch Wealth website - www.perchwealth.com

Perch Wealth on Youtube - www.youtube.com/@perchwealth

Find Perch Wealth on Facebook - www.facebook.com/perchwealth

Perch Wealth’s Instagram - www.instagram.com/perchwealth

Connect with Perch Wealth on Linkedin - www.linkedin.com/company/perch-wealth

Perch Wealth on X - x.com/perchwealth

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - info@streamlined.properties

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.