ASSET CLASS

Real Estate

From office buildings to raw land, your self-directed account can tap into the booming real estate market. Whether you’re an experienced real estate investor or you’re looking to get started, we’re here to help.

A tax-advantaged plan can hold:

AT A GLANCE

What should you know about investing in Real Estate?

Direct Ownership

With a self-directed plan, you can own actual, physical property as well as a Real Estate Investment Trust (REIT).

Partner with Others

If you’re not keen to take out a loan, your plan can partner with other investors, their plans, and even yourself.

Financing Available

Does your account lack the funds to buy an asset outright? No problem! An account can take out a non-recourse loan to finance the acquisition of a property or boost its purchasing power to purchase more.

Distribute In Kind​

Distributions from your account don’t have to occur in cash. If you bought your dream house with your self-directed account and finally want to use it personally, you can distribute the property in kind to yourself.

CASE STUDY

Luis’s IRA purchased a condo complex and achieved a 15% ROI

By utilizing debt leverage, Luis was able to boost the purchasing power of his IRA to buy a condo complex near his local ski resort and earn money on rental income.

How to acquire Real Estate with your self-directed account

OTHER INVESTMENTS

The world is your portfolio

Why stop at real estate? With a self-directed account, you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate or knowledgeable about. 

From start-ups to small businesses, if you can find it, we will help you fund it.

EDUCATION CENTER

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