Capital Gains Tax Solutions Podcast · Brett Swarts

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

·39 min·3 clips
Ben reveals why the 60/40 portfolio model failed in 2008 and what institutions did differently to thrive.
Brett Swarts interviews Ben Carmona about advanced tax strategies for real estate investors, including 1031 exchanges, Delaware Statutory Trusts, and the Deferred Sales Trust. They discuss how to defer capital gains taxes, increase passive income, and avoid pitfalls like over-leverage and poor diversification, with real-world examples and insights on market cycles.

As heard by us

A practical look at tax-deferred ways to redeploy real estate proceeds.

The episode focuses on 1031 exchanges, Delaware statutory trusts, and Deferred Sales Trusts as ways to move investment real estate proceeds while balancing taxes, liquidity, and control. It is strongest when it stops naming structures and just shows the tradeoffs in plain terms.

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Why you'd press play

If you are thinking about selling investment real estate, this is the conversation to hear first.

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