Real Estate Syndication Fees: Compare the Full Dollar Cost
Compare the full dollar cost of real estate syndication fees, from acquisition to exit, with a worksheet to map every charge and test sponsor alignment.
· Mark Robertson
Blog
Insights for Accredited Investors
AngelList Investor Eligibility: Who Can Invest and How It Really Works
AngelList only allows accredited investors to invest—learn the SEC income, net worth, and license tests, verification rules, and how syndicates really work.
· Mark Robertson
NAV Loans Private Equity: What LPs Should Check
NAV loans are now standard in private equity—here's a practical diligence guide to the risk, alignment, reporting, and contractual protections LPs should check.
· Mark Robertson
Self-Directed IRA Alternative Investments: Practical Guide for Sophisticated Investors
Learn how self-directed IRAs let accredited investors hold real estate, private equity, notes, and metals while navigating custodians, titling, and IRS rules.
· Mark Robertson
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
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