3. IRA-owned real estate through self-directed investing – Clients who desire to remain landlords can own local properties within an IRA. Yes. IRAs can take title to investment properties and can even qualify for mortgage loans to purchase leveraged real estate within this tax-sheltered structure. Our knowledge of the rules and best-practices of IRA-owned real estate helps clients maximize their landlord opportunities.
4. Due to our focus on the non-traded REIT and DST marketplace, we are very familiar with many of the sponsor companies and industry-leading managers in this segment of the publicly-traded markets. We leverage this expertise to advise our clients in publicly-traded equity REIT and debt REIT positions within liquid portfolios. These liquid investments often pay significant cash flows, while possessing strong correlation to broader equity markets.
If you’re a real estate investor or you have a curiosity about real estate investing, we can help.
This information is for educational purposes only. Individual cases should be reviewed by tax and legal counsel. All investments have risks. Some investments may be suitable for Accredited Investors* only. This is neither an offer to sell nor a solicitation to buy any securities. Such an offer must be accompanied by a private placement memorandum.
*An accredited investor is an investor with a net worth in excess of $1 million or any individual
income of $200,000 or a joint income of $300,000 in each of the last two years.