Join us for our latest CrowdStreet Investor Education Webinar where we’re focusing on the fundamentals of CRE taxes. If you invested in a commercial real estate offering in 2018, or are looking to invest in 2019, it’s important you understand what kind of paperwork you’ll be receiving from sponsors, how to read the tax forms and how your commercial real estate investments will affect your personal tax return.
In this webinar, CrowdStreet’s VP of Investments, Ian Formigle, will be joined by Trent Baeckl, CPA and Shareholder at Perkins & Co., to discuss the need-to-know fundamentals of CRE taxes, break down the key components of the Schedule K-1 and walk you through several hypothetical investments. Attendees will come away with not only a better understanding of what their tax returns could look like this year but also valuable information to help analyze new commercial real estate investments from an after-tax basis moving forward.
You won’t want to miss this!
Ian Formigle, Vice President of Investments, CrowdStreet Trent Baeckl, CPA, Shareholder, Perkins & Co.
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This graph shows possible returns based on index data from three sources - future returns will be different. CrowdStreet does not guarantee returns. "Bonds" returns are based on historical annual returns of the Bloomberg Barclays US Aggregate Bond, "S&P 500" returns are based on historical annual returns of the Standard & Poor's 500. "CRE Index" returns are based on historical annual returns of the "NCREIF Property Index."
Prudent investment strategies almost always involve a component of diversification. Failure to diversify an investment portfolio properly across a range of asset classes generally results in an increased risk of the loss of capital. Typical investment portfolios for individual investors contain only a small allocation to commercial real estate (“CRE”) holdings as an asset class, as well as a limited inclusion of private placements and/or illiquid securities. The opportunities offered on the CrowdStreet Marketplace are generally both CRE and illiquid private placements, and as such are often double restricted in prudent asset allocations. Further, the opportunities on the Marketplace typically represent a specific subset of CRE opportunities available to investors when compared to the real estate asset class as a whole. Therefore, no investor should rely on CrowdStreet Advisors Private Managed Accounts as the sole, or even majority, of their overall investment portfolio. Rather, investors should rely on CrowdStreet Advisors Private Managed Accounts as a component of a broadly diversified portfolio that includes other asset classes and liquid securities not currently available through CrowdStreet Advisors.