DLP Capital vs. PPR – Seeking Investor Insights

Syndications & Passive Real Estate Investing
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DLP Capital vs. PPR – Seeking Investor Insights

Christine Song
Member since 2024 · 4 posts · 1 vote

Hi BP community,

I’ve been investing with PPR Note Co. since last year and had a good experience so far. Now I’m exploring DLP Capital and debating whether to diversify or double down on PPR.

For those with experience in either (or both), how do they compare in:

  • Performance and communication

  • Liquidity and redemption terms

  • Tax reporting and fees

Would love to hear your thoughts—thanks in advance!

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  • Julius VincentBusiness Member
    Tax Strategist | CPA, MBA + Wharton FP&A | CFO-Level Planning · Houston, TX · Member since 2025 · 157 posts · 172 votes
    1y

    Hey @Christine Song - From a tax perspective, the key is how each investment is structured. 

    For example:

    - If PPR and DLP are structured as funds or LP interests, you’ll typically get a K-1 at tax time. These can sometimes show passive losses (especially if there's depreciation involved), which can help offset other passive income but can also delay your return if the K-1 comes late.

    - Some funds issue 1099s instead, which are cleaner and simpler for tax prep, but usually don’t offer the same kinds of losses or tax benefits.

    - Fees may or may not be deductible depending on whether they’re considered investment vs. management fees, and how the fund accounts for them.

    Hope that helps as you compare.

    [email protected]281-407-7353
    Horizon Wealth & Tax Advisors510 Reviews
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