Due to Covid-19 related USPS mail delays of our client statements, late fees for non-payment of Annual Maintenance Fees will not be assessed until Apr. 30th (extended from Mar. 16th) – Learn More

Delivery of our client statements and payments have been impacted due to COVID-19 related USPS mail delays.

In response, Equity Trust has pushed out the date for assessments of late fees for non-payment of Annual Maintenance Fees from March 16th to April 30th. (Due date for the 2020 AMF invoice was Wednesday, March 3, 2021.)

  • Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental/Note Payments can be submitted using our Online Payment Center.
  • Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards.
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Press Release

 

Diversifying a Self-Directed IRA Made Simple with New Offering from CrowdStreet


Streamlined investment in commercial real estate gives strong alternative to volatile stock market

 

February 27, 2019 09:00 AM Eastern Standard Time

PORTLAND, Ore.–(BUSINESS WIRE)–CrowdStreet, an online marketplace for direct equity investment in commercial real estate (CRE), today launched a streamlined, investor-friendly approach to investing qualified retirement account funds into commercial real estate offerings. This new option makes it easier than ever for individuals to access CRE investments with their self-directed IRAs (SDIRA), thus reducing their investment exposure to a volatile stock market and achieving more independence in managing their investments.

An SDIRA is an individual retirement account where the investor is in total control of the investment decisions and transactions. SDIRAs can invest in real estate, private market securities and a wealth of other lucrative possibilities not available to traditional IRAs and 401(k)s. Though the securities and investments are in the investor’s control, they are held in an account administered by a qualified custodian.

“I started an SDIRA account as a way to expand my commercial real estate investing footprint. The quality of the sponsors and the deals available on CrowdStreet as well as the strong results to date, gave me confidence that a diversified portfolio of these vetted deals will produce the results I am looking for,” said Duggan Jensen, an investor on CrowdStreet’s platform. “CrowdStreet’s platform has made it easy and painless to diversify my SDIRA and build a solid investment portfolio that can weather the ups and downs of market cycles — and potentially deliver more lucrative returns in the process.”

What was once a manual, complex investment process can now be completed through CrowdStreet’s online platform in partnership with leading custodians Entrust Group, Equity Trust and Millennium Trust Company. By combining the tax advantages of an IRA account and the diversification of commercial real estate, individuals now have more control than ever over their portfolio. Given that across the first 12 fully-realized CrowdStreet offerings the average XIRR, a way of calculating the internal rate of return, is 31.7 percent, far surpassing returns from stocks or bonds, many custodians are eager to provide their clients with a solution that provides access to such a high-performing investment opportunity.

“We are excited that CrowdStreet has been added to the Millennium Alternative Investment Network® (MAIN®),” said Tom Daley, Managing Director of Custody Services. “This collaboration will provide investors access to a wide selection of commercial real estate investments, and in the process simplify diversifying their retirement portfolios.”

“With tax season in full swing, this is the time of the year investors evaluate how they are doing with investments, and think about ways to make their portfolios work smarter for their retirement future,” said Ian Formigle, Vice President of Investments at CrowdStreet. “The ability to use retirement funds, which might otherwise be sitting idly or making marginal returns on stocks and bonds, gives investors the financial freedom to diversify their portfolio in an asset class that has historically outperformed stocks and bonds.”

With IRA balances sitting in the trillions of dollars, most traditional financial institutions do not allow IRA holders to buy real estate since the rules are so complex. To address this challenge, real estate crowdfunding platforms like CrowdStreet have emerged to provide accessibility to direct real estate investing with an SDIRA and qualified custodians.

“We are thrilled to work with CrowdStreet to assist in providing seamless integration for investors looking to invest in real estate utilizing their retirement funds,” said Mike Dea, President of Equity Trust Company. “At Equity Trust, we have always been committed to creating services and solutions that can benefit our retirement account holders.”

“Ever since the passing into law of the Jumpstart Our Business Startup (JOBS) Act in 2012, crowdfunding portals such as CrowdStreet have provided a multitude of new investors the opportunity to invest their retirement money into asset classes such as commercial real estate and private companies,” said Bill Neville, Business Development Manager at Entrust Group. “These asset classes previously would have been perceived by the account holders as unavailable because of a lack of significant funds in the account, but by allowing for investors to invest small amounts into larger projects, this barrier to entry has been eliminated.”

For more information on using your SDIRA account to invest on CrowdStreet’s platform, visit: www.crowdstreet.com

About CrowdStreet

CrowdStreet is an award-winning premium provider of online commercial real estate investment marketplace, technology and professional services. Investors can directly access institutional-quality commercial real estate offerings on CrowdStreet’s Marketplace. For CRE developers and operators, CrowdStreet Connect provides a platform to manage investors and investments, and to raise capital to grow their businesses. CrowdStreet maximizes opportunities for investors by diversifying outside of the traditional avenues of the stock market, better distributing risk and fundamentally transforming real estate investing through technology. CrowdStreet is creating a community where individual investors and CRE firms are working together to maximize wealth through commercial real estate. The CrowdStreet senior leadership team has 120+ years of combined experience in real estate, technology, online marketing and private equity. For more information, please visit http://www.crowdstreet.com.

Contacts

The Key PR
Adrianna Abreu
[email protected]
209-662-3295