E14: AIME Management Entity FAQ - Organizing an Asset Management Company
In this episode of Alt Investing Made Easy, hosts Roland and Sarah discuss the complexities of alternative investing, particularly in commercial real estate. They delve into the importance of selecting the right structure for the manager of the investment company, the implications of state tax laws, and the necessity of clear governance in management entities. The conversation emphasizes the need for proper planning and transparency to ensure successful investment outcomes.
Credits and Contacts:
Sponsored by:
Real Advisers, Austin, Texas
Real Advisers, Austin, Texas
Special thanks to:
For more information: AltInvestingMadeEasy.com
Please contact us: info@AltIvestingMadeEasy.com
Roland Wiederanders: Roland@grablemartin.com
Sarah Florer: sflorer@grablemartin.com
Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”
© 2024 AltInvestingMade Easy.com LLC All rights reserved
Takeaways
- Choosing the right structure for the manager is crucial for real estate projects.
- Forming a separate management entity can provide liability protection.
- Disclose all management and profit-sharing arrangements to investors.
- State tax laws can complicate entity formation and management.
- Simplifying entity management is key for new syndicators.
- Governance issues can arise in management entities, requiring clear agreements.
- Branding your management entity can enhance investor confidence.
- Succession planning is essential for long-term management success.
- Understanding the nexus analysis is important for state tax obligations.
Chapters
00:00 Introduction to Alternative Investing
02:52 Choosing the Right Manager for Real Estate Projects
10:40 Structuring the Management Entity
14:15 State Tax Considerations in Entity Formation
21:10 Simplifying Entity Management for New Syndicators
27:35 Governance and Control in Management Entities
Creators and Guests
Host
Roland Wiederaenders
Co-founder of the Alt Investing Made Easy podcast, investment advisor, and corporate securities attorney with expertise in private investment funds, corporate/securities issues, mergers and acquisitions, partnership structuring, and federal income tax matters. Roland is also a member of Grable Martin PLLC.
Host
Sarah Florer
Co-founder of the Alt Investing Made Easy podcast, investment advisor, and corporate attorney with expertise in corporate finance and securities, structuring and restructuring, and commercial matters. Sarah is also a member of Grable Martin PLLC.
Producer
Anthony Carrano
Co-founder of the Alt Investing Made Easy podcast, fractional Chief Marketing Officer, entrepreneur, and Managing Partner at Dunamis Marketing.
