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Real Estate

Property has proven to be a tried-and-true asset for investors throughout the world. 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:



What should you know about investing in real estate?

Direct Ownership

Your self-directed plan doesn’t need to invest in REITs to participate in real estate; it can own actual, physical property.

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 purchase 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 multiple properties.

Distribute In Kind​

Distributions (withdrawals) 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 for yourself, you can distribute the property in kind to yourself.



Luis’ 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.

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How to acquire real estate with your IRA


The world is your portfolio.

Why stop at real estate? With a Self-Directed IRA you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate or knowledgeable about. From startups to small businesses to more “out there” opportunities, if you can find it, we will help you fund it.



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