Kathy purchased rental property with her NDTCO account

Real Story. Real Investment. Real Success.

Kathy purchased rental property with her NDTCO account.

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

Interested in expanding her Real Estate portfolio with her IRA, Kathy opened her NDTCO account in January of 2011. With $225K in her account, she purchased two small pieces of Real Estate by June of that same year, one for $66.5K and the other for $85.5K.

Just over a year later, Kathy sold the properties for $116K and $123K respectively! Realizing the power of Real Estate in an IRA, Kathy purchased a handful of properties over the next couple of years, spent several thousands of dollars renovating the properties, and began using them for rental income. By June 2013, Kathy was receiving over $4,000 of rental income every month in her IRA.

Wanting to expand her portfolio, Kathy dipped her toes into Private Equity investing, with her first $100K purchase in July 2013. Over the years, she transitioned to Private Equity investing in addition to her Real Estate investments.

Now, Kathy has an account worth $1.5M and takes regular distributions, some as large as $23K

Purchase vs. sale for two of Kathy's properties


NDTCO Clients opened Community Housing with their IRAs

NDTCO clients formed an LLC with their IRAS

Patrick grew his NDTCO IRA over $1.5 million

Graph detailing Patrick's account growth

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.