Ep 84: K-1s, REITs, and the Real Cost of Alternative Investments

Alternative investments often look especially attractive to high earners because they promise something traditional portfolios don't—different return streams, unique tax treatment, and access to opportunities outside the public markets. But the structure behind those investments can matter just as much as the return being advertised.

In this episode, we're breaking down where the real advantages are, where the complexity starts to show up, and what should actually drive the decision before tax benefits enter the conversation.

WHAT YOU'LL LEARN:

Why a K-1 can show a large capital gain even when you never sold anything. How a profitable property can pay you cash and still report a tax loss. What happens to K-1 losses you can't use right away. How a mortgage REIT can earn a deduction most high earners assume they've lost. What new risks you may be taking on when a private deal is pitched as diversification. RESOURCES MENTIONED:

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