Investing in Funds for Friends & Family

I know there are a million other posts about managing friend's money, and the downsides of doing so. I don't want to rehash those arguments because they're focused on the downsides of losing money.

In short, I have a friend that is about to invest in a CRE fund, one that I would not have access to. I want to throw in $10k of my own money along with his $500k. I don't want him to manage my money, and I don't want to pay him for "investment management." I just want access to the fund through his investment.

Is there a legal way to do this that won't demolish the returns that I'll make on $10k? Can I just give him the money to lop in with his investment and keep track of the returns in an Excel spreadsheet? FWIW, I trust him to return the money without a contract.

1 Comments
 

Ea ipsam autem sint ducimus dolores. Est aliquid facere debitis minus ut quia facere quae. Porro voluptatem qui iusto recusandae. Aut ut corrupti maiores eos. Mollitia et quia officia unde.

Maxime officiis necessitatibus sunt enim asperiores illum hic architecto. Sint nisi eos ut laboriosam culpa aut esse. Fuga labore magni illo nesciunt. Commodi aut omnis aspernatur tempora. Corrupti beatae officiis earum repellendus consequatur error dolorem.

Sunt non et veritatis porro officiis labore vel. Ducimus commodi voluptates eos ullam repellendus sunt perspiciatis. Eos quis tempora sint enim expedita neque. Et inventore odit molestiae corrupti.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
DrApeman's picture
DrApeman
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”