Practical guides and insights for LP investors navigating real estate syndications.
A step-by-step guide to using a self-directed IRA or Solo 401(k) to invest in real estate syndications — custodians, UBIT, prohibited transactions, and how to structure it properly.
A guide to whether and how LP investors should use LLCs, self-directed IRAs, solo 401(k)s, or trusts to hold syndication investments — tax implications, liability protection, estate planning, and common mistakes to avoid.
A practical guide for LP investors on using 1031 exchanges with real estate syndications — including timing challenges, TIC vs DST structures, tax implications, and when it makes sense to just pay the tax.
A deep dive into cost segregation studies for LP investors, covering how accelerated depreciation works, its impact on K-1 tax benefits, phantom income considerations, and depreciation recapture at disposition.
Put these insights to work
Track your syndication portfolio with the same rigor you bring to evaluating deals.