What to know about K1s before investing

Important Schedule K-1 details for LPs

1. Last premium post: Minimum Viable Reporting Package (related to Minimum Viable Deck)

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What to know about K1s before investing

Welcome back! 👋

I get a lot of questions about K1s and find that many LPs don’t understand them to a degree I would suggest before considering becoming an LP.

I’m excited to bring back Roger on our third collaboration. The first two tax related articles are below. Roger posts a lot of great insights for free on Twitter and LinkedIn.

• LPs using 1031 Exchanges, DSTs, and more

• Hidden risks of tax benefits in syndications

Our agenda for today:

1. The Basics

2. Applications to Real Estate

3. Challenges with K1s

4. Reading a K1

   

   hoping you’ll enjoy this meme once you’re done with this article!

Let’s dive in: