Practical guides and insights for LP investors navigating real estate syndications.
If you have self-employment income, a solo 401(k) is almost always the better vehicle for syndication investing than a self-directed IRA. A side-by-side comparison of contribution limits, UBTI/UDFI exposure, loan options, and operational complexity.
Self-directed IRAs investing in real estate syndications can owe two surprise taxes most retirement-account holders never hear about. A plain-English guide to UBTI, UDFI, and how to structure SDIRA syndication investing to minimize the bite.
Put these insights to work
Track your syndication portfolio with the same rigor you bring to evaluating deals.