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Ep 84: K-1s, REITs, and the Real Cost of Alternative Investments

Alternative investments often look especially attractive to high earners because they promise something traditional portfolios don't—different return streams, unique tax treatment, and access to opportunities outside the public markets. But the structure behind those investments can matter just as much as the return being advertised.

In this episode, we're breaking down where the real advantages are, where the complexity starts to show up, and what should actually drive the decision before tax benefits enter the conversation.

WHAT YOU'LL LEARN:

Why a K-1 can show a large capital gain even…

The skinny

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