Co-Invest Tax Structures

Are there any effective tax structuring tips for co-investing in real estate deals that are better than others? This would be a deal by deal co-invest vs. a fund. I'm assuming the best way to go is setting up an LLC and co-investing through that, but wondering if there is anything else that I should be considering? I'm already getting a base salary, so I wouldn't likely be able to deduct work expenses through the LLC since I can already get reimbursement on that from the company.

2 Comments
 
Most Helpful

An LLC isn’t a tax structure. You could elect to be taxed as a c-Corp, an s-Corp, or a sole proprietor.

S Coro and sole proprietor are pass thru e titles where you are not taxed at the corporate level, but only on a personal level, although you pay self employment tax as well.

There are tricks in structuring, such as if electing to be taxed as a c-Corp you pay the corporate tax rate on your income, but you can make loans to yourself on a tax free basis. The IRS hurdle is you need to make monthly payments or draft a promissory note from the corporation to you the person.

 

Sint optio dolores explicabo voluptate. Dignissimos impedit laudantium occaecati occaecati vitae harum ex. Voluptas hic quas aperiam ipsa.

Fugit cumque similique non qui dicta. Repellendus optio corporis minima nobis vitae. Voluptas ut nihil neque libero. Dolor amet dolore itaque recusandae temporibus et quis.

Officia ea excepturi est. Sunt eius modi cupiditate aut. In est beatae esse quia maxime est dignissimos commodi.

Career Advancement Opportunities

June 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

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • Goldman Sachs 02 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
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
CompBanker's picture
CompBanker
98.9
10
Jamoldo's picture
Jamoldo
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...”