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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Self-Directed Real Estate Investing

Real Estate Investing Within a Self-Directed IRA


Real estate investments can provide investors with a vehicle for both asset income and appreciation. There are multiple ways to invest in real estate through a self-directed account. Your account can invest in residential properties, including single-family or multi-family homes, or in commercial real estate. You can purchase property to use as a rental or to rehab and resell.

There are also other strategies that investors leverage, including mortgage notes, deeds of trust, wholesaling, REITs, real estate options, or land contracts.

If you want to get started with self-directed real estate investing but don’t have an investment identified, browse investment opportunities in Investment District, our online marketplace.

Access Your Free Self-Directed Real Estate 101 Guide

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Over 200,000 Properties Bought, Sold, and Funded
Equity Trust: #1 Custodian for Real Estate Investors

Real Estate can be purchased with your account listed as the sole owner on the deed, as a co-owner by partnering with others, or as tenants in common. If needed, you may also be able to leverage a non-recourse loan, also known as debt financing, to make a real estate investment using your self-directed account.

We’ve simplified the process and made it easy for investors like you to quickly initiate real estate investments through the myEQUITY Real Estate Wizard, including a streamlined Earnest Money Wizard.

Important rules to remember about real estate investing in your account include:

4 steps to investing real estate in an IRA
Steps to Getting Start with a Self-Directed Real Estate IRA
  • You are unable to:
    • Purchase property from a disqualified individual
    • Sell a piece of real estate owned by your account to a disqualified person
  • Disqualified individuals are not able to live, rent, or work on a property owned by your account
  • Any income earned from the property must return to your account
  • All expenses related to maintenance, upkeep, or improvements to the property must be paid from your account
  • For the complete list of rules please visit IRS.gov

Self-Directed Real Estate 101 Guide

Discover How Real Estate Investing in an IRA Works

This guide uncovers the mechanics of a self-directed IRA real estate investment.

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© 2021 Equity Trust. All Rights Reserved.

Equity Trust Company
1 Equity Way
Westlake, OH 44145

Equity 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 12/31/20.

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