March 26th, 2020
It's Tax Season - Are You Losing to Phantom Income?
For limited partners navigating this tax season, it is important to further examine the cost of owning your interest. For those whose day-to-day preoccupations exist outside of the technical and sometimes chaotic world of real estate partnership investment and acquisition, making meaningful financial use out of limited partnership holdings can be difficult as these holdings are frequently beset with complex tax issues. One such issue that we see time and time again is the presence of a phantom income on year-end schedule K-1 forms, a phenomenon that frequently besets limited partners, at times without their even having noticed.
January 16th, 2020
LP EQUITY WRAPS UP 2019 WITH A POWERFUL FOURTH QUARTER
Through the fourth quarter of 2019, LP Equity achieved and exceeded its growth milestones. This was accomplished by our team helping nearly 50 individual limited partners, from 23 different partnerships, take control of when and how they exit. In the last 3 months of 2019 LP Equity had the pleasure of working with these limited partners to help unlock over a million dollars in equity.
October 28th, 2019
LP EQUITY HIRES TWO NEW TEAM MEMBERS, LEASES NEW OFFICE SPACE, EXPANDS SERVICES TO LIMITED PARTNERS
The third quarter of 2019 was a time of expansion for LP Equity. As the demand for our services has grown, so has our team based out of Wilmington, North Carolina. The two latest team additions- Kurt Geller and Bailey Perry, came aboard in early July. Kurt and Bailey were brought on to accommodate the growth and ensure that LP Equity had the resources to diligently service limited partners and their advisors before and after transactions.
March 31st, 2017
LP EQUITY LAUNCHES $5M ACQUISITION FUND, EXPANDS MARKETING PLATFORM
LP Equity announces the commencement of its fifth and largest acquisition fund to date, following the successful closure of their previous fund, LP Equity 4. The $5M fund, which represents a 500% increase on the previous fund, will enable LPE to properly engage with its rapidly expanding activities through the 2nd quarter of 2017.
NOVEMBER 1, 2016
LP EQUITY Launches NEW SITE AND targeted AD CAMPAIGNS
LPE announces the official launch their new client outreach platform, including a new website designed by Old City Press of Washington, DC, industry-specific conference sponsorship, direct letter campaigns, and an array of digital and print advertising.
AUGUST 9, 2016
LP Equity Expands Acquisitions to Commercial Real Estate Interests
LPE Acquires minority interests in two commercial properties, an investment which embodies it’s increasing engagement with the commercial real estate sector. These second quarter acquisitions represent a new line of investment meant to service a heretofore underrepresented demographic of limited partners.