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Insights on Real Estate Tax & Accounting
Stay up to date on the latest tax strategies and accounting best practices for real estate investors.
How Carried Interest Is Taxed in Real Estate Funds
Carried interest is how real estate fund managers build wealth. It’s the promote, the performance allocation, the share of profits you earn above and beyond your capital contribution. For most
LLC vs. LP for Your Real Estate Fund: What to Consider
When you’re setting up a real estate fund, one of the first structural decisions you’ll face is whether to use an LLC or a limited partnership (LP). Your attorney will
Real Estate Fund vs. Syndication: Key Differences for GPs
If you’re a GP who’s done a few syndications and you’re thinking about launching a fund, the question isn’t just “which is better?” The question is: which one fits where
Starting a Real Estate Fund? Here’s What to Get Right on the Financial Side
If you’re transitioning from syndications to a fund, or launching your first pooled investment vehicle, there’s no shortage of advice about the legal side. Get a securities attorney. File a
5 Reasons Real Estate Funds Fail (And How to Avoid Them)
Most people think real estate funds fail because of bad deals. A property doesn’t appreciate. A market turns. Cap rates compress. Those things happen. But in our experience working with
Tax Planning Strategies Every Real Estate Fund Manager Should Know
Most fund managers think about tax strategy at two moments. When they’re launching the fund and when the K-1s come out. That’s a mistake. Tax planning for a real estate
Why More Fund Managers Are Outsourcing Their Accounting (And What to Look For)
Most fund managers try to handle accounting in-house first. It makes sense. You want control. You want someone sitting in your office who understands the fund. Then reality hits. Your
What Your LPs Actually Want to See in Investor Reports
Here’s something we hear from fund managers all the time: “My investors don’t really read the reports. They just want to know if they’re making money.” That might be true
Distribution Waterfalls: What Fund Managers Need to Know About the Accounting Side
Most fund managers understand their waterfall at a high level. Return capital first, pay the preferred return, then split the profits. Simple enough on a pitch deck. But when it