Alternative Investments for RIAs Free Tax Playbook
LEARN HOW TOP PRODUCERS REDUCE TAX DRAG
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Co-Investment
What's Inside:
Leverage a side-by-side matrix of structures (tax treatment, liquidity, control, fees, diversification, estate fit).
Access 30-second scripts for explaining 1031, DST, 721/UPREIT, private RE funds, and QOZs.
Understand how to evaluate fees and waterfalls, leverage profile, true liquidity paths, tax reporting, and sponsor track record.
Learn how to cut tax drag, diversify, and plan liquidity across retirement and legacy goals.
Explore step-up in basis, trust strategies, and multi-gen transfer, explained simply.
Why Bonaventure
Written by Bonaventure’s tax-efficient solutions team, drawing on 25+ years as a vertically integrated multifamily operator.
Reduce Client Tax Drag
Get matrices, checklists, and client-ready scripts you can use this week.
Make Your Money Work Harder
