Free eBook Download:
Tax Implications of Real
Estate Crowdfunding

Avoid Common Tax Issues with Insights from Investing Experts

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Real estate crowdfunding has become a new tool for raising real estate investment funds.

It allows investors to “pool” their money together for a variety of real estate projects. These projects include single family homes, apartment buildings, commercial properties and even real estate development.

In addition, many real estate crowdfunding investments are structured like loans and the investor is paid a stated interest payment. Even though crowdfunding has become more common in recent days, investors often get confused on the tax treatment, which is certainly different from other forms of investments, like stocks and bonds. In this free eBook, we examine some of the tax issues that investors face in this growing industry.

Sneak Peak: Inside Tax Implications of
Real Estate Crowdfunding Table of Contents

What is Real Estate Crowdfunding?


How Are Deals Taxed?

  • Equity Deals
  • How Are Deals Taxed?
  • Debt Deals



What About State Taxes?


A Word About Unrelated Business Taxable Income (“UBIT”)

  • A Word About Unrelated Business Taxable Income (“UBIT”)
  • Unrelated Business Taxable Income
  • Unrelated Debt-Financed Income
  • How Does it Apply?
  • Tax Filing?

What About Foreign Investors?

  • Individual Ownership vs. Entity Ownership
  • Obtaining an ITIN
  • Tax Treaties


Tax Planning & Strategies


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What Is AlphaFlow?

AlphaFlow invests in short-term, asset-backed mortgage notes from leading crowdfunding platforms. AlphaFlow
Optimized Portfolios target returns of at least 7.5-9%; allocations of at least 75 unique investments spread across 15 or
more states
; and a maximum loan-to-value of 75%

  • Start

    You open and fund your account in minutes. We take it from there.

  • Build

    We build and manage your diversified personal real estate loan portfolio.

  • Optimize

    We automatically rebalance your portfolio to keep it diversified.

  • Automate

    Auto-withdraw or auto- reinvest your monthly earnings.

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