Every month, a new international tax topic. Join the Hodgen Law team live—fresh insights, straight from the source. This month, we’ll explore portfolio interest loans for real estate investments.

When non-U.S. persons invest in U.S. real estate, the tax burden on U.S.-sourced interest income can be steep—unless structured right. This session dives into the powerful portfolio interest exemption, a planning tool that allows qualified foreign lenders to avoid the standard 30% withholding tax on U.S. interest income. We'll cover how to structure debt investments properly, what documentation is required, and the traps that can disqualify the exemption. Whether you're advising foreign investors, structuring inbound real estate deals, or managing cross-border lending, this session will equip you with the know-how to keep the IRS out of your client’s interest payments.

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Formerly named International Tax Lunch Series March 2026