Private Equity K-1: Investor Checklist for Tax Season
Learn how to read a private equity Schedule K-1, separate taxable allocations from cash distributions, and prepare smart questions for your CPA this tax season.
· Mark Robertson
Blog
Insights for Accredited Investors
PIK Interest in Private Credit: Check the Cash Behind Fund Income
PIK interest accrues to loan principal instead of paying cash—learn how it inflates reported yields in private credit and the diligence questions that reveal risk.
· Mark Robertson
Preferred Return vs Cash-on-Cash Return in Real Estate Investing
Learn how preferred return and cash-on-cash return differ in real estate syndications, with an $100K/8% example covering waterfalls and cumulative pref terms.
· Mark Robertson
The Effects of AI on Real Estate: What Accredited Passive Investors Need to Know
AI is reshaping real estate demand, costs, and risk unevenly across sectors—here's what accredited passive investors must know to protect returns and find opportunity.
· Mark Robertson
The Effect on Alternative Investment Like PE and Real Estate by Rising Oil Prices: Private Equity, Real Estate, and Beyond
Discover how rising oil prices reshape private equity, real estate, and private debt valuations, cash flow, and underwriting for accredited passive investors.
· Mark Robertson
Effects on Fed Trend Towards Rising Interest Rates on Alternative Investments
Fed's 2026 rate hike to 3.75%–4.00% reshapes alternative investing. See how rising rates affect private credit, real estate, PE, VC, and hedge funds.
· Mark Robertson