Tax Structure & Accounts

How an investment is structured affects what you owe at tax time, how you report it, and how much of your return you actually keep. These articles cover the tax treatment of debt instruments versus equity ownership, how self-directed IRAs and other retirement accounts can be used to invest in private real estate funds, and how to think about account selection when building a tax-efficient portfolio.

How to Use a Self-Directed IRA or 401(k) to Invest in Real Estate

If you’re an accredited investor, there’s a good chance you have retirement money sitting in index funds or a money market account, earning modest returns and following the stock market wherever it goes. Many investors assume those are their only options inside an IRA or 401(k). They’re not. Your retirement

June 23, 2026 No Comments