Self-Directed IRA Real Estate Investing

Endless Potential of Real Estate in an IRA

Real estate investments can come in many forms, making it easy to find one that fits your interests. Talk to an IRA Counselor about the broad range of real estate assets that can be held in an IRA or other retirement account. Self-directed IRA real estate investments can include:

Residential Rental Property

Fix-and-Flips

Commercial Property

Raw or Developed Land

Farmland

Mobile Homes

Why Real Estate?

Real estate can be a profitable, rewarding way to grow your self-directed account and potentially help you achieve your dreams faster.

PROFIT POTENTIAL

Real estate has historically generated higher returns than traditional/public market investments

DIVERSIFICATION

Hedge against public investments with an investment not tied to stock market performance

KNOWLEDGE BASE

Turn your expertise or a passion for real estate into revenue for your retirement account

BOLSTER THE COMMUNITY

Our clients’ accounts fund neighborhood revitalization and provide affordable housing

BOOST EMPLOYMENT

Many projects create jobs for local contractors and other service providers

FITS YOUR LIFESTYLE

From managing rehabs to lending money to real estate investors, there’s a variety of investment options

IRA Real Estate Investing:
How to Get Started

Equity Trust enables you to easily invest in real estate using your self-directed IRA or other account, tax-deferred or tax-free.

Here’s what you need to know to reap the benefits of this powerful investment type in your self-directed account:

Open an Equity Trust Account

One of our specialized counselors will walk you through the process, or you can do it online with myEQUITY.

Find an Investment Opportunity

A few potential sources:

Real estate listings
Other investors
Acquaintances
Investment District

Decide How You Will Fund the Investment

Possibilities include:

Purchasing outright with your retirement account
Partnering account money with another source
Leveraging with non-recourse loan

Direct Equity Trust to Fund Your Investment

Easily initiate your investment with the Real Estate Wizard in myEQUITY.

Our liaisons are here to help you if you need it.

What Equity Trust Clients are Saying About Self-Directed Real Estate Investing

Wayne L.

Equity Trust Client

“I never knew that investing my retirement into real estate could be this easy. Equity Trust Company made the process so seamless and pleasant that I can’t stop talking about it to friends and family…”

Laura H.

Equity Trust Client

“This is a bit of a new experience for me so their [associates] were extremely helpful in answering all of my questions promptly and accurately. The bill pay service is very user friendly and extremely easy to use.”

Thomas L.

Equity Trust Client

“My real estate transactions were top-notch and all bills were paid in a very timely manner, extremely effortless, with no issues. My only regret is that I didn’t know about self-directed IRAs years ago, but I’m happy I finally found out about Equity Trust!”

Al U.

Equity Trust Client

“Our real estate purchase is now complete… I’ve paid a couple of transaction related bills through Equity Trust and I am surprised at how easy it has been and how completely Equity is managing the accounting, bill payment, and even the task of mailing items. I am not a financial guy, but I feel like this has been a very solid decision.”

Kathleen M.

Equity Trust Client

“We have held IRAs with Equity Trust Company for over 20 years. They are the LEADER in the industry with service, knowledge and education!”

Kemi G.

Equity Trust Client

“Investing in a self-directed IRA is the best kept secret! The process to purchase real estate using my IRA savings is fairly simple and after flipping the property, all profits remain in the IRA account without capital gains. It’s a win-win for me since I left my corporate job and don’t regularly make contributions. This works!”

Real Estate Investing Made Easy: myEQUITY

Buying real estate with an IRA has never been faster, easier, or more streamlined. Our state-of-the-art online account management system enables you to:

Open and fund your account easily
Request an earnest money payment online
Track the status of your investments in real time
Pay bills related to your investments
Receive rental payments through our online payments through our online payment system

Why Investors Choose Equity Trust

What are you investing for? Whether your “why” is retirement, healthcare expenses, or a loved one’s education, we make the journey easy with innovative technology and first-class service.

self-directed ira at Equity Trust: limitless possibilities

Nearly Limitless Investments, One Account

Traditional financial institutions limit your account to traditional investments. With Equity Trust, you can truly diversify into a range of options including real estate, private entities, cryptocurrency, precious metals, and more, in addition to stocks, bonds, and mutual funds – all in one account.

self-directed ira at Equity Trust: power to succeed

The Power to Help You Succeed

Our size, expertise, and technology help us ensure that we’re there when you need us most. With more than 400 associates focused on processing over 2 million transactions each year, we work diligently to enhance your experience with us.

self-directed IRA at Equity Trust: support team

Your Direction, Our Support

Our knowledgeable, client-focused associates are here to provide dedicated, personalized service, from opening your account to assisting you with investment transactions. You can lean on our 50 years of experience in the financial services industry. Talk to a knowledgeable IRA Counselor.

Self-Directed IRA at Equity Trust: access to opportunities

Access to Opportunities That Match Your Goals

Don’t have an investment in mind? Most custodians establish your account and leave you on your own to figure it out. Our WealthBridge portal and Investment District online marketplace enable you to find potential investment opportunities with the click of a button. Start your search

Elevate Your Real Estate IRA with Exclusive, Client-Only Benefits

We don’t stop at providing a superior investing experience: Each client receives access to exclusive opportunities not found with any other self-directed account custodian. You’ll receive valuable, in-demand discounts and membership access – just for opening an account.

VALUED MEMBER ACCESS

Free annual membership to one of the nation’s largest real estate investors associations, which includes several benefits and discounts for real estate investors
Free access to a leading marketplace for construction services and contractors to ensure a fair price

SPECIAL DISCOUNTS

Titling services specifically tailored to real estate investors who use a self-directed IRA
Special rental property insurance discounts
Access to a nationwide database of foreclosures, pre-foreclosures, real estate owned properties, and more – before the properties hit the mass market
Membership to real estate investor software system to help you generate leads, automate marketing campaigns, analyze deals, manage renovations, and more

MORE BENEFITS

Access to time-saving, and hassle-free assistance to help you navigate the real estate investment process
Extensive free education for real estate investors

Self-Directed IRA Master Course: Real Estate

Become the Self-Directed Real Estate Investing Expert

Let our industry-leading education and resources help you navigate through your real estate investing journey.

GUIDE TO REAL ESTATE IRA INVESTING

Learn how it works, read a real-life example, and how to get started.

SELF-DIRECTED ACCOUNTS

Browse the tax-advantaged accounts and find one that matches your savings goals – from retirement to education to health care savings.

REAL ESTATE IRA RULES

Dig deeper into how real estate investing works in a self-directed account.

Ready to Get Started?

Our knowledgeable IRA Counselors can answer your questions about the self-directed investing process and share insight and education about our self-directed accounts to help you decide what options may be best for you.

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Real Estate

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Endless Potential of Real Estate in an IRA

Residential Rental Property

Fix-and-Flips

Commercial Property

Raw or Developed Land

Farmland

Mobile Homes

Why Real Estate?

PROFIT POTENTIAL

DIVERSIFICATION

KNOWLEDGE BASE

BOLSTER THE COMMUNITY

BOOST EMPLOYMENT

FITS YOUR LIFESTYLE

IRA Real Estate Investing:How to Get Started

Open an Equity Trust Account

Find an Investment Opportunity

Decide How You Will Fund the Investment

Direct Equity Trust to Fund Your Investment

What Equity Trust Clients are Saying About Self-Directed Real Estate Investing

Wayne L.

Laura H.

Thomas L.

Al U.

Kathleen M.

Kemi G.

Real Estate Investing Made Easy: myEQUITY

Why Investors Choose Equity Trust

Nearly Limitless Investments, One Account

The Power to Help You Succeed

Your Direction, Our Support

Access to Opportunities That Match Your Goals

Elevate Your Real Estate IRA with Exclusive, Client-Only Benefits

VALUED MEMBER ACCESS

SPECIAL DISCOUNTS

MORE BENEFITS

Become the Self-Directed Real Estate Investing Expert

GUIDE TO REAL ESTATE IRA INVESTING

SELF-DIRECTED ACCOUNTS

REAL ESTATE IRA RULES

IRA Real Estate Investing:
How to Get Started