Depreciation and structure for high-net-worth investors
Joint venture, tenant-in-common, LLC membership, and trust structures, designed with your estate and tax counsel.
One fund, several ways to hold your position
Larger allocations often want a specific vehicle. The CEO Fund can accept subscriptions through joint venture, partnership, tenant-in-common, trust, or LLC membership interests. Each vehicle carries a different tax and estate posture, and each is drafted to fit the investor's existing plan.
Depreciation, mortgage interest, and property tax flow through per the vehicle used. Your CPA and estate counsel run the projection. The fund provides the underlying investment.
Vehicle specs
- Joint venture (JV)
- Partnership
- Tenant-in-common (TIC)
- Trust (revocable and irrevocable)
- LLC membership interest
What flexible structure adds
Estate-friendly
Trust and LLC positions transfer without the friction of direct property.
Depreciation to you
Pass-through structure delivers the real estate deductions to the vehicle you choose.
Counsel-friendly
The fund works alongside your CPA and estate attorney rather than replacing them.
Design the vehicle around your plan
Send the fund your CPA's summary and we will size the position.