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Updated over 4 years ago on . Most recent reply

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Bob Carroll
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Bob Carroll
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Tax, SDIRAs & Cost Segregation

Investing in a leveraged Commercial Real Estate Fund with a SDIRA

Bob Carroll
Posted

I'm considering investing in a leveraged commercial real estate fund with my SDIRA (checkbook IRA / CA LLC). The returns from the fund are generated from lease payments from commercial tenants. This checks the boxes for passive income, but since many of the properties are leveraged (up to 75%), does this trigger UBTI?

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