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Listen "01. Understanding Real Estate Syndications: Tax, Structure & Strategy"
Episode Synopsis
In this episode of the newly relaunched Major League Real Estate Podcast, hosts Nathan Sosa and Matt Hamilton take you through a full-cycle deep dive into real estate syndications, from the mechanics of deal structuring to the complex world of tax implications.
Together, they break down:
- What a real estate syndication actually is
- Why it's such a popular vehicle for real estate investment
- The tax advantages of syndications for both GPs and LPs
- How partnerships differ from S corps and C corps
- Roles and responsibilities of general partners (GPs)
- How cash waterfalls and 80/20 profit splits work
- Common pitfalls like phantom income and capital account surprises
- Key tax documents: Form 1065, K-1s, operating agreements, and PPMs
- Tax planning strategies for both limited and general partners
Stay tuned, Nathan and Matt will be diving deeper into topics like depreciation allocations and 1065 filings in upcoming episodes.
Request a free discovery meeting: https://go.therealestatecpa.com/mlre
Subscribe to the REI Daily Newsletter: https://go.therealestatecpa.com/mlresubscriber
Get the Ultimate Guide for Real Estate Syndications: https://go.therealestatecpa.com/mlreultimateguide
The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Together, they break down:
- What a real estate syndication actually is
- Why it's such a popular vehicle for real estate investment
- The tax advantages of syndications for both GPs and LPs
- How partnerships differ from S corps and C corps
- Roles and responsibilities of general partners (GPs)
- How cash waterfalls and 80/20 profit splits work
- Common pitfalls like phantom income and capital account surprises
- Key tax documents: Form 1065, K-1s, operating agreements, and PPMs
- Tax planning strategies for both limited and general partners
Stay tuned, Nathan and Matt will be diving deeper into topics like depreciation allocations and 1065 filings in upcoming episodes.
Request a free discovery meeting: https://go.therealestatecpa.com/mlre
Subscribe to the REI Daily Newsletter: https://go.therealestatecpa.com/mlresubscriber
Get the Ultimate Guide for Real Estate Syndications: https://go.therealestatecpa.com/mlreultimateguide
The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
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