News #3

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News #3

NDTCO Clients partnered and opened Community Housing with their IRAs

Real Story. Real Investment. Real Success.

NDTCO clients partnered and opened community housing with their IRAs

Certain information contained in this material, including names and other personally identifiable information, have been altered or redacted to retain Client protection and security.

Did you know that beyond individual investments, you can partner your IRA to invest? That is exactly what five NDTCO clients did when they formed an LLC to purchase properties to create sober living communities in Chicago, IL.

In 2011, five NDTCO clients came together to form an LLC aimed at providing housing and resources to recovering addicts. Their initial two property purchases were able to provide housing to 16 men and women at a time.

By 2014, their LLC was valued at $550K. After obtaining a nonrecourse loan of $113K, they were able to purchase a 3rd property, and provide housing for 24 men and women.

Over the next decade, while the valuation of their LLC fluctuated, they were able to purchase 2 additional properties to expand their community to five total sober living homes. As of 2024, their LLC is valued at $2.8M, a 419% increase over their initial 2014 valuation. Additionally, their real estate purchases now provide sober living occupancy to up to 38 men and women at a time.

Ultimately, the investors were able to partner their IRAs to form an LLC and invest in something they were deeply passionate about. They were not only able to grow their retirement savings by investing meaningfully, but they were able to provide housing, resources, and support to hundreds of individuals over the years.

2011 With the goal of creating sober living communities with their IRAs, five NDTCO clients formed an LLC. They purchased two properties that provided housing for up to 16 men and women. 2014 The LLC was valued at $550K at the beginning of the year. A $113K loan was obtained to purchase a 3rd property to now provide housing for 24 men and women. 2015 The LLC was valued at $991K at the beginning of the year, an 80% increase over the previous year.
2017 The LLC was valued at $1.1M and two additional properties were purchased to now provide housing to 38 men and women. 2018 The LLC was valued at $1.6M at the beginning of the year, a 44% increase over the previous year. 2021 The LLC was valued at $1.9M at the beginning of the year. 2022 The LLC was valued at $2.2M at the beginning of the year, a 15% increase over the previous year. 2024 As of 2024, the LLC is valued at $2.8M, a 419% increase over the initial valuation. The community has provided housing, resources, and support to 100s of individuals in needs over the years.
2011 2014 2015 2017 2018 2021 2022 2024

2011 In 2011, five NDTCO clients formed an LLC with their IRAs with the goal of forming sober living communities for those in need. They purchased two properties that provided housing for up to 16 men and women. 2011 2014 The LLC was valued at $550K at the beginning of the year. A $113K loan was obtained to purchase a 3rd property to now provide housing for 24 men and women. 2014 2015 The LLC was valued at $991K at the beginning of the year, an 80% increase over the previous year. 2015 2017 The LLC was valued at $1.1M and two additional properties were purchased to now provide housing to 38 men and women. 2017 2018 The LLC was valued at $1.6M at the beginning of the year, a 44% increase over the previous year. 2018 2021 The LLC was valued at $1.9M at the beginning of the year. 2021 2022 The LLC was valued at $2.2M at the beginning of the year, a 15% increase over the previous year. 2022 2024 As of 2024, the LLC is valued at $2.8M, a 419% increase over the initial valuation. The community has provided housing, resources, and support to 100s of individuals in needs over the years. 2024

Slide

Patrick grew his NDTCO IRA over $1.5 million

Graph detailing Patrick's account growth

Kathy purchased rental property with her NDTCO account​

Kathy purchased rental properties with her IRA

This material does not contain sufficient information to support an investment decision and it should not be relied upon in evaluating the merits of specific investments. Individuals should consult with their investment, legal, or tax professionals for such services.

The results mentioned above may vary and individual earnings depend on various factors such as personal effort, experience and market changes.  All financial decisions made by the individuals above were solely the responsibility of the individual account holders.  New Direction Trust Company makes no warranties or guarantees regarding the viability of investments and returns.