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 1031 exchanges, Delaware Statutory Trusts, 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.
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Benjamin Carmona is a Registered Representative of Realta Equities, Inc. Realta Equities, Inc. is not affiliated with Perch Wealth located at 29122 Rancho Viejo Rd Suite 111, San Juan Capistrano, CA 92675. Securities are offered through Realta Equities, Inc., Member FINRA/ SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.