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Listen "18. The K-1 Problem: Why Investors Wait (And How to Fix It)"
Episode Synopsis
In this episode of the Major League Real Estate Podcast, Nathan Sosa and Matt Hamilton dive into the realities behind “The K-1 Problem” — why investors often wait months for their K-1s and what syndicators can do to fix it.
Nathan and Matt walk through:
- The real reason K-1s take so long to prepare
- Why accurate and timely bookkeeping matters more than you think
- How poor communication between GPs, investors, and CPAs slows down filings
- The role of partnership tax returns (Form 1065) and what “getting K-1s out” actually means
- Common misconceptions about extensions and whether they increase audit risk
- Best practices for getting financials ready by March 15th
They also share practical strategies to streamline the process, from maintaining up-to-date investor information to giving your CPA read-only portal access. Nathan and Matt close by emphasizing communication, realistic expectations, and proactive planning as the keys to faster filings and stronger investor relationships.
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:
- The real reason K-1s take so long to prepare
- Why accurate and timely bookkeeping matters more than you think
- How poor communication between GPs, investors, and CPAs slows down filings
- The role of partnership tax returns (Form 1065) and what “getting K-1s out” actually means
- Common misconceptions about extensions and whether they increase audit risk
- Best practices for getting financials ready by March 15th
They also share practical strategies to streamline the process, from maintaining up-to-date investor information to giving your CPA read-only portal access. Nathan and Matt close by emphasizing communication, realistic expectations, and proactive planning as the keys to faster filings and stronger investor relationships.
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.
More episodes of the podcast Major League Real Estate Podcast
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20/11/2025
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13/11/2025
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