Ben Carmona
President & CEO, Carmona Wealth
Ben Carmona is the President & CEO of Carmona 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.
Articles by Ben
Brilliant With Stocks. Guessing With Your Exchange.Opinion · Wealth Management · September 1, 2026Redemption Denied: What the 721 Sales Deck Leaves OutMarket Analysis · September 1, 2026Why Wall Street Suddenly Cares About Your 1031 ExchangeIndustry Perspective · Opinion · September 1, 2026Oil & Gas IDCs: The Tax Code’s Most Aggressive Deduction, Honestly ExplainedEducation · September 3, 20262025 DST Investment Activity: What the $8.4B Rebound Means for 1031 InvestorsDST · August 1, 2026Opportunity Zones Investment GuideOpportunity Zones · August 1, 2026Start a Conversation
Whether you have a sale approaching, an exchange clock running, or you’re simply planning ahead, Ben and the Carmona Wealth team are glad to help you think it through.