Limited Partner (LP) Investing Lessons

Limited Partner (LP) Investing Lessons

What to know about K1s before investing

Important Schedule K-1 details for LPs

Aleksey Chernobelskiy's avatar
Aleksey Chernobelskiy
Jun 18, 2024
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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:

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