With a self-directed IRA, your clients’ investment options significantly increase, which means your opportunities to close additional deals increases, too. They can invest in single- and multi-family homes, commercial and rental properties, mortgage notes, international property, land, and more.
Self-directed IRAs can partner with other IRAs, other individuals, or personal funds to extend capital for larger investments. For example, we often see IRAs being pooled for investments in commercial real estate investments.
When it comes to real estate, you know you need to move fast to close a deal. A delayed transaction or misstep in communication could make or break it. We process transactions faster than most competitors because we keep clients and everyone involved in a deal informed of transaction status.
Don’t wait for a client to tell you about self-directed IRAs. The best way to understand how an self-directed IRA works and how it can help you significantly grow wealth is to open your own SDIRA.
We’ll walk you through the entire process and help you navigate IRA rules and regulations that come with investing in real estate. You can take advantage of your industry expertise to grow your own retirement wealth and prepare to help your clients maximize their retirement funds. Remember: You do not need to invest in real estate right away. If you’re starting to save for retirement, you can put away cash, up to 25 percent of your income in a SEP IRA. The money you save may also be tax-deductible.
You don’t need to be an expert in self-directed IRAs, but you do need to work with a partner that knows real estate and the importance of taking care of your clients. Our real estate team has more than 10 years of hands-on experience processing real estate transactions. They’ve seen it all, allowing them to anticipate what you need to do for a smooth transaction.