Press Release

BiggerPockets and PassivePockets Announce Collaboration with Equity Trust Company to Empower Real Estate Investors

DENVER, CO, January 7, 2025

Today BiggerPockets and PassivePockets, the leading educational platforms for real estate investors, announce a groundbreaking collaboration with Equity Trust Company, a premier self-directed IRA custodian with $58B in assets under custody and administration. This collaboration combines top-tier investor education with unmatched IRA services, empowering investors to seamlessly integrate real estate into their retirement portfolios.

“Trillions of dollars of American wealth sit in retirement accounts, and tens of millions of Americans are unaware that self-directed IRAs can be deployed in real estate opportunities, including private loans, credit funds, preferred equity, common equity, and directly into real property,” said BiggerPockets & PassivePockets CEO Scott Trench. “Equity Trust Company is a leader in providing investors with a simple, elegant solution to invest funds through its Universal IRA into alternative assets like real estate, and we couldn’t be more excited to work with them to make opportunities in real estate accessible to the tens of millions of Americans who might want to invest with a portion of their retirement account funds.”

Michael Calvey, Head of Sales at BiggerPockets & PassivePockets said, “This collaboration will not only provide our PassivePockets and BiggerPockets members with access to industry-leading self-directed IRA services but also revolutionize how active and passive real estate investors access and execute real estate investment opportunities. By creating new pathways to investors for Equity Trust’s nearly 400,000 accounts to confidently find, vet, and invest in direct real estate transactions, syndications and funds, we’re setting a new standard for real estate investing.”

Through this collaboration, BiggerPockets and PassivePockets will offer members comprehensive Equity Trust Company benefits across three key areas:

Investment Access & Services:

• Exclusive member discounts on 1031 exchange services
• Direct access to alternative investment opportunities, including direct and turnkey real estate and private asset investments
• Doc prep and filing services for single- and multi-member real estate IRA LLCs with checkbook control
• Support from more than 500 dedicated associates throughout the investment process

Education & Training:

• Comprehensive educational platform with over 20 hours of exclusive content
• In-depth training across 63 lessons covering real estate rentals, fix-and-flips, private lending, and notes
• Integration of educational resources directly within the PassivePockets platform

Platform Integration:

• Streamlined access to self-directed IRA services
• Simplified process for funding real estate investments through retirement accounts
• Direct connection to Equity Trust’s expert team for transaction support

Equity Trust Company will offer new and existing account holders the following benefits:

• A 60-day free trial of BiggerPockets Pro or PassivePockets membership
• $50 off an annual subscription to a BiggerPockets or PassivePockets membership

“Our collaboration with BiggerPockets brings exciting opportunities to real estate investors,” said George Sullivan, CEO of Equity Trust Company. “By joining forces, we’re making it easier for investors to access the education and resources they need to achieve their wealth-building goals.”

For more information on how this collaboration can transform your investment journey, visit BiggerPockets.com and PassivePockets.com.

About BiggerPockets and PassivePockets

BiggerPockets is at the forefront of democratizing access to consumer real estate investing education and tools to support investors in achieving their financial goals. Founded in 2004, the platform is a complete, essential resource to a vibrant community of more than 3 million real estate investors, helping them to identify opportunities, find partners, secure deals, and make informed investment decisions. BiggerPockets recently launched PassivePockets, an educational platform dedicated to passive investing. With over 150 million podcast downloads, 3 million books sold, and more than 1.2 million YouTube subscribers, BiggerPockets is dedicated to serving real estate investor beginners, experts, and everyone in between, fostering a collaborative environment where knowledge is shared, and value creation is maximized.

About Equity Trust Company

Equity Trust Company is a financial services company that enables individual investors and financial professionals to diversify investment portfolios using alternative asset classes such as real estate, private equity, cryptocurrency, and precious metals. Equity Trust Company evolved from a predecessor brokerage firm founded in 1974, to a directed custodian today with $58 billion in assets under custody and administration (as of 1/1/25).

BiggerPockets/PassivePockets is not affiliated with Equity Trust Company or any of Equity’s family of companies. Opinions or ideas expressed by BiggerPockets/PassivePockets are not necessarily those of Equity Trust Company nor do they reflect their views or endorsement. The information provided by Equity Trust Company is for educational purposes only. Equity Trust Company, and their affiliates, representatives and officers do not provide legal or tax advice. Investing involves risk, including possible loss of principal. Please consult your tax and legal advisors before making investment decisions. Equity Trust and BiggerPockets/PassivePockets may receive referral fees for any services performed as a result of being referred opportunities.