Real Estate Syndications
Are ATM Investments Passive or Non-Passive?
A couple of months ago, a client approached us at The Real Estate CPA (our tax firm) and was excited to tell us about this new investment opportunity that would eliminate their tax bill. They explained it as being similar to a real estate syndication in that they invest some amount of money and, in…
Read Full ArticleInvestors: How to Guesstimate Tax Losses You’ll Get from a Syndicate
Real estate syndications are on the rise and they are appealing because they offer great returns with the promise of no work. For the uninitiated, a syndicate is a structure where a couple of people (the “sponsors”) will find a large real estate deal and raise money from investors to buy the real estate. This…
Read Full ArticleHow to Interpret Form K-1 (And Apply the Passive Activity Rules)
You invested in a syndication, fund, or decide to go into business with a friend. An LLC is formed and all activity for the partnership is reported on Form 1065. You are then sent a Form K-1 reporting your share of the partnership’s activity. How do you know the Form is accurate? And how do…
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