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Listen "13. Section 754, Refinance Distribution, And Top Partnership FAQs"
Episode Synopsis
In this episode of the Major League Real Estate Podcast, Nathan Sosa and Matt Hamilton answer real-world tax questions from listeners in their first Partnership Tax Mailbag session. From Section 754 elections to refinance distributions, they break down complex rules syndicators need to understand to protect both themselves and their investors.
Nathan and Matt walk through:
- What a Section 754 election is, why it matters for new investors, and when to include it in your operating agreement
- The long-term implications of making the election, including step-ups, step-downs, and being locked in for future adjustments
- How refinance proceeds and return of capital impact investor tax liability
- Distribution considerations when some investors use retirement accounts (IRAs/401(k)s) and others invest personally
If you’re raising capital, structuring syndications, or navigating partnership tax complexities, this episode delivers practical answers to questions you or your investors are likely asking.
Request a free discovery meeting: go.therealestatecpa.com/mlre
Subscribe to the REI Daily Newsletter: go.therealestatecpa.com/mlresubscriber
Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide
Submit your questions to: [email protected]
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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
Nathan and Matt walk through:
- What a Section 754 election is, why it matters for new investors, and when to include it in your operating agreement
- The long-term implications of making the election, including step-ups, step-downs, and being locked in for future adjustments
- How refinance proceeds and return of capital impact investor tax liability
- Distribution considerations when some investors use retirement accounts (IRAs/401(k)s) and others invest personally
If you’re raising capital, structuring syndications, or navigating partnership tax complexities, this episode delivers practical answers to questions you or your investors are likely asking.
Request a free discovery meeting: go.therealestatecpa.com/mlre
Subscribe to the REI Daily Newsletter: go.therealestatecpa.com/mlresubscriber
Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide
Submit your questions to: [email protected]
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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
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