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How to best track a real estate portfolio as a limited partner

What is the best way to add a real estate portfolio or single property in which I am a limited investor and receive regular preferred returns as distributions and occasionally returns of capital? I am not the GP or the property manager so I don't need to track rents or expenses. I added a "home" and manage it that way, but is there a better way? I want Q to know this is an investment property.

Best Answers


  • Interesting. Why not at least setup each llc as it's own investment account?

    While I won't know how to account for distributions until I get the k1, I at least can categorize each distribution as just that, and assign a tax lot to that category. What do you think the drawback of doing that is?

    Appreciate your reply and help!
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