Top Case Studies of 2017

By Heather Taylor0 Comments

Take another look at the case studies featuring client investments that inspired us during 2017.
Providing Affordable Housing for Homeless Vets Builds Retirement Wealth
Indianapolis resident John used his self-directed IRA to invest in affordable housing for American veterans.
Investing in His Neighborhood Earns Ohio Man the 2016 Self-Directed Investor of the Year Award
Equity Trust client David saved a property from becoming blighted and gave a veteran a place to live, all while growing his retirement savings.
IRA Helps Fuel Neighborhood Revitalization
A Georgia investor left his successful career to make a difference in a community through real estate investing.
Funding a Treatment Center for Addiction and Substance Abuse “That Feels Like Home” 
A Tennessee investor translated his business savvy into a successful retirement investment with community impact.