#14 Organizing Your Asset Management Company for Real Estate Growth

How to Organize an Asset Management Company for Real Estate

Structure your management entity for growth & trust. In this episode of Alt Investing Made Easy, Roland and Sarah break down how to structure an asset management company for commercial real estate. From liability protection to state tax strategy, they simplify complex legal and governance considerations so you can protect capital, streamline operations, and inspire investor confidence. Whether you’re scaling beyond your first deal or managing multi‑state assets, this conversation equips you with the clarity to make informed, strategic decisions.

Key Takeaways

1. Separate management entities can streamline governance, protect privacy, and strengthen brand credibility across multiple deals.
2. Clear governance agreements prevent disputes and reassure investors about continuity and decision‑making authority.
3. Carried interest structuring through an entity can simplify disclosures and protect internal profit‑sharing arrangements.
4. State tax nexus rules impact where to form your LLC and when foreign registration is required.
5. Liability separation between asset management and property management roles reduces operational risk.
6. Branding your management entity builds long‑term investor trust and deal recognition.
7. Simplification for new syndicators—start in your home or property’s state, then evolve as your portfolio grows.

Chapters

00:00 – Introduction to Alternative Investing Meet Roland and Sarah, and set the stage for structuring management entities in real estate.
02:52 – Choosing the Right Manager for Real Estate Projects Individual vs. LLC managers, and why separate entities often make sense.
10:40 – Structuring the Management Entity Carried interest, Class B units, and disclosure strategies.
14:15 – State Tax Considerations in Entity Formation Nexus analysis, Wyoming vs. Delaware, and multi‑state implications.
21:10 – Simplifying Entity Management for New Syndicators Practical tips for reducing complexity while staying compliant.
27:35 – Governance and Control in Management Entities Decision‑making authority, succession planning, and investor confidence.

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

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