REALTORS®

Develop an understanding of SDIRAs so you can close more deals helping clients use their IRAs to invest in real estate.

Expand Your Business with New and Existing Clients

Growing your business is hard when you’re relying solely on new leads. Self-directed IRAs can help you grow your business by allowing you to sell to new and existing clients.

An SDIRA allows your customers to use retirement funds to invest in real estate, including residential and commercial properties, but also mobile homes and land. Although your existing customers may have recently worked with you to close on their home, they can also work with you to close on investment opportunities. This gives you a competitive advantage, helping you stand out from other REALTORS® and add more value for your clients.

Make Sure Your Clients Don’t Overpay for a Real Estate IRA

Many self-directed IRA custodians charge based on the value of your assets, meaning when an investment property increases in value, so do the fees. But we believe in helping to grow savings, not taking away from them.

This is why, at IRAR, annual fees are charged by the asset. Providing these savings to your clients allows you to remain your client’s go-to trusted source for future referrals and more business.

Close More Deals on More Real Estate Assets

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.

Never Lose a Deal Due to Timing or Delayed Transactions

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.

Lead by Example: Open Your Own SDIRA

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.

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Work with Our Team of Self-Directed IRA and Real Estate Experts

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.

Meet Our Team

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Save Over 50% on Fees
Increase wealth without increasing fees. Our low annual fee is per asset and not based on the value of your account.
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SDIRA Experts
Power your success with easy access to up-to-date educational tools and services from Certified IRA Services Professionals (CISP).
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Fast, Personalized Service
Servicing times can make or break an investment deal. Get immediate help from an expert anytime you call, email, or visit.

Close More Real Estate Deals for You and Your Clients

Schedule a Free Consultation with a Certified IRA Services Professional (CISP)