What if the "right" investment strategy isn't about maximum returns, but about maximum life satisfaction? Kep Kepner, senior partner at Kepner CPA and founder of MindSmart, shares his unconventional real estate journey with host Jacqueline Landry. From buying 7-8 rental houses specifically to fund his children's college education (and selling them all to make it happen), to his current strategy of paying off high-rise condo rentals for legacy planning. Episode Highlights: The college funding ...
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What if the "right" investment strategy isn't about maximum returns, but about maximum life satisfaction? Kep Kepner, senior partner at Kepner CPA and founder of MindSmart, shares his unconventional real estate journey with host Jacqueline Landry. From buying 7-8 rental houses specifically to fund his children's college education (and selling them all to make it happen), to his current strategy of paying off high-rise condo rentals for legacy planning. Episode Highlights: The college funding ...
EP#88.1 | 1031 Exchanges, DSTs and Importance of Diversification | Ben Carmona
Get Diversified Podcast
10 minutes
4 months ago
EP#88.1 | 1031 Exchanges, DSTs and Importance of Diversification | Ben Carmona
Contact your hosts: https://taplink.cc/morelandequitycapital Welcome to Get Diversified with your host Jacqueline Landry. In this episode, Jacqueline welcomes Ben Carmona, Managing Partner at Perch Wealth, to unpack the power of 1031 exchanges and why they remain one of the most effective tools for real estate investors. Ben breaks down how to defer taxes, navigate tight IRS timelines, and structure deals that protect generational wealth — all while comparing multifamily assets to DSTs and ot...
Get Diversified Podcast
What if the "right" investment strategy isn't about maximum returns, but about maximum life satisfaction? Kep Kepner, senior partner at Kepner CPA and founder of MindSmart, shares his unconventional real estate journey with host Jacqueline Landry. From buying 7-8 rental houses specifically to fund his children's college education (and selling them all to make it happen), to his current strategy of paying off high-rise condo rentals for legacy planning. Episode Highlights: The college funding ...
