How Equity Waterfalls Work

Understanding Real Estate Investment Waterfalls

A waterfall distribution structure determines how profits are split between GPs (sponsors) and LPs (investors). Watch the animation below to see how money flows through each tier.

Gross Sale Proceeds $15,000,000
1. Return of Capital (100%) $10,000,000
2. LP Preferred Return (6%) $600,000
3. GP Catch-Up $150,000
4. GP Promote (80/20 split) $690,000
5. Remaining to LP $2,760,000

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See how distributions flow from gross proceeds to investors and sponsors.

1 Return of Capital

First, investors get their original investment back. This is "return of capital" - your principal is returned 100% before any profits are distributed.

2 LP Preferred Return

Next, LPs receive their preferred return (typically 6-8% annually). This is like interest on your investment - a guaranteed return before the GP receives any promote.

3 GP Catch-Up

The GP "catches up" — receiving 100% of distributions until they've earned their promote share of all profits distributed so far. This ensures the GP's promote applies to the full profit, not just residual.

4 GP Promote / Carried Interest

After the catch-up, profits are split according to the waterfall (typically 80/20 or 70/30). The GP "promote" rewards them for outperforming.

5 Remaining LP Profits

The remaining profits after GP promote go to LPs. In a 80/20 split, LPs get 80% of all profits above the catch-up tier.

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