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Home | Retirement Plans for Business Owners | Common Self-Directed Investments
Real Estate Investing Within an Equity Trust Self-Directed IRA
Over 200,000 Properties Bought, Sold, and Funded
Equity Trust: #1 Custodian for Real Estate Investors
Real estate is a common alternative investment that can be purchased for many purposes including long term rental, rehabbing, or quick re-sales such as flipping and wholesaling.
Examples of real estate investments include:
Promissory notes or lending (also known as private debt) provides self-directed account holders with the ability to loan money from their account. Loans can be made to an individual or a company.
Examples of promissory note investments include:
Private equity (also known as an entity) investments can include purchasing ownership in start-up companies, real estate development companies, private LLCs, private placements, etc. You can purchase ownership of a company as long as it is not publicly traded and the investment follows the rules for ownership by a retirement account, as outlined by the IRS.
Examples of private equity investments include:
Precious metals are an alternative investment option that can be held within your self-directed account. Equity Trust Company (ETC) custodies certain types of gold, silver and platinum coins and bullion, subject to applicable rules and regulations.
When investing in precious metals using your self-directed account, you will work with a dealer or platform to select retirement account-eligible metals. You may find your own precious metals provider or choose from a list of dealers and platforms in our Investment District online marketplace. After the purchase, your metals will be held in an approved depository.
Examples of precious metals investments include:
Cryptocurrency is a digital currency designed to work as a medium of exchange. To do this, it uses cryptography to secure and verify transactions as well as control the creation of new units of a particular currency. Essentially, digital currencies are limited entries in a database that no one can change unless specific conditions are fulfilled.
Equity Trust Company’s state-of-the-art cryptocurrency platform has combined with leading cryptocurrency providers to offer a customized experience investing your IRA in the following currencies:
Trading accounts can be used to trade traditional investments such as stocks, bonds, and mutual funds, foreign currency (Forex), futures, and commodities. Trading accounts can either be self-directed or managed.
Examples of trading account investments include:
A tax lien is the purchase of a lien on a property, typically related to unpaid taxes. A tax deed is the purchase of a property from the county as a result of the non-payment of taxes. The process and rules may vary across each county and you may attend an auction to facilitate the investment in one of these assets.
Examples of potential returns from investing in tax liens include:
Equity Trust also offers the opportunity to invest in traditional investments such as stocks and mutual funds. There are multiple ways to invest in traditional assets within your Equity Trust account. Brokerage services are available to clients with individual retirement and other custodial accounts, for which Equity Trust Company serves as custodian, through an account with our affiliate, ETC Brokerage Services, LLC.
ETC Brokerage Services, LLC provides a simple solution for combining traditional assets such as stocks, bonds, and mutual funds with alternative investments using an Equity Trust self-directed account.
Examples of traditional investments include:
Popular alternative investments for self-directed IRAs include real estate, promissory notes, private placements, and cryptocurrency. However, there are even more investment types that can be held within your self-directed account.
Examples of additional investment possibilities include:
Real Estate / Mortgage Notes /
Deeds of Trust
Real Estate Investing Within an Equity Trust Self-Directed IRA
Over 200,000 Properties Bought, Sold, and Funded
Equity Trust: #1 Custodian for Real Estate Investors
Real estate is a common alternative investment that can be purchased for many purposes including long term rental, rehabbing, or quick re-sales such as flipping and wholesaling.
Examples of real estate investments include:
Promissory Notes / Peer-to-Peer Lending / Private Debt
Promissory notes or lending (also known as private debt) provides self-directed account holders with the ability to loan money from their account. Loans can be made to an individual or a company.
Examples of promissory note investments include:
Private Equity / Entities
Private equity (also known as an entity) investments can include purchasing ownership in start-up companies, real estate development companies, private LLCs, private placements, etc. You can purchase ownership of a company as long as it is not publicly traded and the investment follows the rules for ownership by a retirement account, as outlined by the IRS.
Examples of private equity investments include:
Precious Metals
Precious metals are an alternative investment option that can be held within your self-directed account. Equity Trust Company (ETC) custodies certain types of gold, silver and platinum coins and bullion, subject to applicable rules and regulations.
When investing in precious metals using your self-directed account, you will work with a dealer or platform to select retirement account-eligible metals. You may find your own precious metals provider or choose from a list of dealers and platforms in our Investment District online marketplace. After the purchase, your metals will be held in an approved depository.
Examples of precious metals investments include:
Cryptocurrency
Cryptocurrency is a digital currency designed to work as a medium of exchange. To do this, it uses cryptography to secure and verify transactions as well as control the creation of new units of a particular currency. Essentially, digital currencies are limited entries in a database that no one can change unless specific conditions are fulfilled.
Equity Trust Company’s state-of-the-art cryptocurrency platform has combined with leading cryptocurrency providers to offer a customized experience investing your IRA in the following currencies:
Foreign Currency / Trading Accounts
Trading accounts can be used to trade traditional investments such as stocks, bonds, and mutual funds, foreign currency (Forex), futures, and commodities. Trading accounts can either be self-directed or managed.
Examples of trading account investments include:
Tax Liens / Tax Deeds
A tax lien is the purchase of a lien on a property, typically related to unpaid taxes. A tax deed is the purchase of a property from the county as a result of the non-payment of taxes. The process and rules may vary across each county and you may attend an auction to facilitate the investment in one of these assets.
Examples of potential returns from investing in tax liens include:
Mutual Funds / Stocks / ETFs
Equity Trust also offers the opportunity to invest in traditional investments such as stocks and mutual funds. There are multiple ways to invest in traditional assets within your Equity Trust account. Brokerage services are available to clients with individual retirement and other custodial accounts, for which Equity Trust Company serves as custodian, through an account with our affiliate, ETC Brokerage Services, LLC.
ETC Brokerage Services, LLC provides a simple solution for combining traditional assets such as stocks, bonds, and mutual funds with alternative investments using an Equity Trust self-directed account.
Examples of traditional investments include:
Other Alternative Investment Possibilities
Popular alternative investments for self-directed IRAs include real estate, promissory notes, private placements, and cryptocurrency. However, there are even more investment types that can be held within your self-directed account.
Examples of additional investment possibilities include:
It’s now easier than ever to find the most in-demand investment opportunities for your self-directed account. Introducing Investment District, where you can browse and choose from high-end platforms and providers in the cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate asset classes.
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Equity Trust Company 1 Equity Way Westlake, OH 44145Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 3/31/2021.
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
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