Estate Planning with Syndication LP Interests
Basis step-up, gifting strategies, trust ownership, and what happens to your syndication LP positions when you die. A practical guide for accredited investors with multi-deal portfolios.
9 min read
Blog
Practical guides and insights for LP investors navigating real estate syndications.
Solo 401(k) vs SDIRA for Syndication Investing: Which Vehicle Wins
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.
9 min read
State Income Tax Considerations for Multi-State Syndication LPs
If you invest in syndications across multiple states, you owe state income tax in every state where the property generates income. A practical guide to composite returns, withholding, and state tax filing for accredited LPs.
9 min read
UBTI and UDFI in Self-Directed IRA Syndication Investing
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.
9 min read
Put these insights to work
Track your syndication portfolio with the same rigor you bring to evaluating deals.