Fund Manager

Mythbusting for Private Lenders: Securities Edition

By |2020-12-10T17:34:15-06:00December 10th, 2020|Legal|0 Comments

Are you a private lender? Nonconventional lender? Mortgage broker? It’s essential for you, as a private lender, to remember that if you are raising capital from investors, you are selling securities, and you need to consider local and/or federal securities regulations. There are many misconceptions and myths in the private lending industry when it comes [...]

By |2020-12-10T17:34:15-06:00December 10th, 2020|Legal|0 Comments

Reminders for REITs on Prohibited Transactions

By |2020-07-22T18:37:35-05:00July 21st, 2020|Featured, Strategy|0 Comments

Be diligent about the impact of loan modifications and foreclosures during the coronavirus pandemic. The passage of the Tax Cuts and Jobs Act led to an increase in the number of private lending funds converting to mortgage REITs over the past two years. Fund managers made the conversion decision by carefully weighing whether the tax [...]

By |2020-07-22T18:37:35-05:00July 21st, 2020|Featured, Strategy|0 Comments

What You Need to Know About the Centralized Partnership Audit Regime

By |2019-12-18T19:08:18-06:00December 18th, 2019|Strategy|0 Comments

Fund managers may not be aware of their new role during an IRS audit of companies with partnered members. The new centralized partnership audit regime (CPAR) introduced by the Bipartisan Budget Act (BBA) started with the 2018 tax year. Under the old rules, there was no mechanism for the IRS to collect tax at the [...]

By |2019-12-18T19:08:18-06:00December 18th, 2019|Strategy|0 Comments

6 Ways to Improve Your Fund

By |2018-08-07T02:37:48-05:00May 15th, 2018|Legal|0 Comments

Adopting these approaches will help reduce your liabilities and foster success. Managing a private lending fund is not easy. You need the help of accountants, compliance experts and, of course, reliable salespeople to ensure that your fund operates efficiently and continues to grow. So, what are the key factors to operating a successful fund? First [...]

By |2018-08-07T02:37:48-05:00May 15th, 2018|Legal|0 Comments

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