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Ben Carmona

Ben Carmona

Managing Partner
Ben Carmona is a managing partner at Perch Wealth. With more than 20 years of applied experience, Ben is an expert in real estate investments, structures, and strategies.

During his tenure at some of the most prominent, industry-leading investment management firms, including Cantor Fitzgerald, NexPoint Advisors, and Capital Square Advisors, Ben was involved in acquisitions, finance, due diligence, underwriting, product structuring/syndication, and sales management. Through this experience, he has developed a comprehensive understanding of alternative investments and the financial services industry with deep knowledge and expertise in structured 1031 products – tenancy-in-common (TIC), Delaware statutory trusts (DSTs), non-listed real estate investment trusts (REITs), non-listed business development companies (BDCs), private equity and debt funds, interval funds, and other private placement syndications.

Ben’s various executive roles and work within the financial services industry have helped hone his business instincts and acumen. His career has led him to become uniquely qualified to provide guidance on how products are structured and operated. His insight – along with his ability to uncover key variables that play a significant part in the probability of success for a particular investment – is critical to meeting his clients’ financial goals.

Ben holds a Bachelor of Arts (BA) degree in finance, real estate, from San Diego State University, as well as Financial Industry Regulatory Authority (FINRA) series 7, 24, and 63 licenses.
PERCH PROFESSIONALS AT YOUR SERVICE

The Perch Wealth Team

Photo of Ben Carmona, Managing Partner at Perch Wealth

Ben Carmona

Managing Director

Photo of Ehud Gersten, Managing Partner at Perch Wealth

Ehud Gersten

Managing Director

Lauren Ansolabehere

Chief Operating Officer
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Dillon Hall

Vice President
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Lance Stafford

Vice President
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Ashley Romiti

Vice President
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Bradley Wetherby

Associate Vice President
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Alyssah Burns

Transactional Coordinator
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Paige Milson

Transaction Coordinator
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Mallorie Montesdeoca

Transaction Coordinator
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Perch Wealth provides you with access to institutional-quality real estate, management, financing and state of the art 1031 exchange processing.

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855-DST-3443

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Email | Address

info@PerchWealth.com

31351 Rancho Viejo Road
Suite 111
San Juan Capistrano,
California 92675

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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 Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Perch Wealth and Arkadios are not affiliated through any ownership.

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Real Estate / 1031 Risk Disclosure:
  • There’s no guarantee any strategy will be successful or achieve investment objectives;
  • All real estate investments have the potential to lose value during the life of the investments;
  • 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;
  • All financed real estate investments have potential for foreclosure;
  • These 1031 exchanges are offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • If a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits;
  • Tax benefits are not guaranteed and are subject to changes in the tax code.