Self-Directed IRA Real Estate Investing

Endless Potential of Real Estate in an IRA

Real estate investments can come in many forms, making it easy to find one that fits your interests. Talk to an IRA Counselor about the broad range of real estate assets that can be held in an IRA or real estate checkbook IRA LLC. Self-directed IRA real estate investments can include:

Residential Rental Property

Fix-and-Flips

Commercial Property

Raw or Developed Land

Farmland

Mobile Homes

Why Real Estate?

Real estate can be a profitable, rewarding way to grow your self-directed account and potentially help you achieve your dreams faster.

PROFIT POTENTIAL

Real estate has historically generated higher returns than traditional/public market investments

DIVERSIFICATION

Hedge against public investments with an investment not tied to stock market performance

KNOWLEDGE BASE

Turn your expertise or a passion for real estate into revenue for your retirement account

BOLSTER THE COMMUNITY

Our clients’ accounts fund neighborhood revitalization and provide affordable housing

BOOST EMPLOYMENT

Many projects create jobs for local contractors and other service providers

FITS YOUR LIFESTYLE

From managing rehabs to lending money to real estate investors, there’s a variety of investment options

IRA Real Estate Investing:
How to Get Started

Equity Trust enables you to easily invest in real estate using your self-directed IRA or real estate checkbook IRA LLC tax-deferred or tax-free.

Here’s what you need to know to reap the benefits of this powerful investment type in your self-directed account:

Open an Equity Trust Account

One of our specialized counselors will walk you through the process, or you can do it online with myEQUITY.

Find an Investment Opportunity

A few potential sources:

Real estate listings
Other investors
Acquaintances
Investment District

Decide How You Will Fund the Investment

Possibilities include:

Purchasing outright with your retirement account
Partnering account money with another source
Leveraging with non-recourse loan

Direct Equity Trust to Fund Your Investment

Easily initiate your investment with the Real Estate Wizard in myEQUITY.

Our liaisons are here to help you if you need it.

What Equity Trust Clients are Saying About Self-Directed Real Estate Investing

Wayne L.

Equity Trust Client

“I never knew that investing my retirement into real estate could be this easy. Equity Trust Company made the process so seamless and pleasant that I can’t stop talking about it to friends and family…”

Laura H.

Equity Trust Client

“This is a bit of a new experience for me so their [associates] were extremely helpful in answering all of my questions promptly and accurately. The bill pay service is very user friendly and extremely easy to use.”

Thomas L.

Equity Trust Client

“My real estate transactions were top-notch and all bills were paid in a very timely manner, extremely effortless, with no issues. My only regret is that I didn’t know about self-directed IRAs years ago, but I’m happy I finally found out about Equity Trust!”

Al U.

Equity Trust Client

“Our real estate purchase is now complete… I’ve paid a couple of transaction related bills through Equity Trust and I am surprised at how easy it has been and how completely Equity is managing the accounting, bill payment, and even the task of mailing items. I am not a financial guy, but I feel like this has been a very solid decision.”

Kathleen M.

Equity Trust Client

“We have held IRAs with Equity Trust Company for over 20 years. They are the LEADER in the industry with service, knowledge and education!”

Kemi G.

Equity Trust Client

“Investing in a self-directed IRA is the best kept secret! The process to purchase real estate using my IRA savings is fairly simple and after flipping the property, all profits remain in the IRA account without capital gains. It’s a win-win for me since I left my corporate job and don’t regularly make contributions. This works!”

Real Estate Investing Made Easy: myEQUITY

Buying real estate with an IRA has never been faster, easier, or more streamlined. Our state-of-the-art online account management system enables you to:

Open and fund your account easily
Request an earnest money payment online
Track the status of your investments in real time
Pay bills related to your investments
Receive rental payments through our online payments through our online payment system

Why Investors Choose Equity Trust

What are you investing for? Whether your “why” is retirement, healthcare expenses, or a loved one’s education, we make the journey easy with innovative technology and first-class service.

Nearly Limitless Investments, One Account

Traditional financial institutions limit your account to traditional investments. With Equity Trust, you can truly diversify into a range of options including real estate, private entities, cryptocurrency, precious metals, and more, in addition to stocks, bonds, and mutual funds – all in one account.

The Power to Help You Succeed

Our size, expertise, and technology help us ensure that we’re there when you need us most. With more than 500+ associates focused on processing 2.5M+ transactions each year, we work diligently to enhance your experience with us.

Your Direction, Our Support

While you’re in control, rest assured knowing you’re not alone: our knowledgeable, client-focused associates are here to provide dedicated, personalized service from opening your account to assisting you with investment transactions. You can lean on our 50+ years of experience in the financial services industry. Talk to a knowledgeable IRA Counselor.

Access to Opportunities That Match Your Goals

Don’t have an investment in mind? Most custodians establish your account and leave you on your own to figure it out. Our WealthBridge portal and Investment District online marketplace enable you to find potential investment opportunities with the click of a button. Start your search

Exclusive Benefits Come Standard

We don’t stop at providing a superior investing experience: Each client receives access to exclusive opportunities not found with any other self-directed account custodian. By simply opening an account, you open doors to valuable, in-demand discounts and membership access.

VALUED MEMBER ACCESS

1031 exchange services offered through Equity 1031 Exchange
Real Estate Checkbook IRA LLC capability through in-house service Equity Specialty Services
Connected brokerage account to enable traditional investments with the Equity Universal IRA
Access to alternative investments from select asset providers
Online contractor sourcing and pricing marketplace
Rental property insurance designed for IRA investors
Home and commercial property inspections

SPECIAL DISCOUNTS

Pro membership for BiggerPockets and PassivePockets real estate platforms
Nationwide database of foreclosures, pre-foreclosures, real estate owned properties, and more
Real estate investor software system
Pest control services
Property management services
Note appraisal and valuation

Self-Directed IRA Master Course: Real Estate

Become the Self-Directed Real Estate Investing Expert

Let our industry-leading education and resources help you navigate through your real estate investing journey.

GUIDE TO REAL ESTATE IRA INVESTING

Learn how it works, read a real-life example, and how to get started.

SELF-DIRECTED ACCOUNTS

Browse the tax-advantaged accounts and find one that matches your savings goals – from retirement to education to health care savings.

REAL ESTATE IRA RULES

Dig deeper into how real estate investing works in a self-directed account.

Ready to Get Started?

Our knowledgeable IRA Counselors can answer your questions about the self-directed investing process and share insight and education about our self-directed accounts to help you decide what options may be best for you.

Name*

First Name* Last Name*

Email*

Phone*

This field is for validation purposes and should be left unchanged.

By entering your information and clicking Start a Conversation, you consent to receive reoccurring automated marketing emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive emails from Equity Trust and seek information, contact us at 855-233-4382.

Additional Links of Interest

Real Estate Checkbook IRA LLC Real Estate IRA Invest in Real Estate with OPM

Real Estate

Skip the Learning Curve

Get started by choosing an option below.

Investment Page Multiple Contact Options Modal Form

Endless Potential of Real Estate in an IRA

Residential Rental Property

Fix-and-Flips

Commercial Property

Raw or Developed Land

Farmland

Mobile Homes

Why Real Estate?

PROFIT POTENTIAL

DIVERSIFICATION

KNOWLEDGE BASE

BOLSTER THE COMMUNITY

BOOST EMPLOYMENT

FITS YOUR LIFESTYLE

IRA Real Estate Investing:How to Get Started

Open an Equity Trust Account

Find an Investment Opportunity

Decide How You Will Fund the Investment

Direct Equity Trust to Fund Your Investment

What Equity Trust Clients are Saying About Self-Directed Real Estate Investing

Wayne L.

Laura H.

Thomas L.

Al U.

Kathleen M.

Kemi G.

Real Estate Investing Made Easy: myEQUITY

Why Investors Choose Equity Trust

Nearly Limitless Investments, One Account

The Power to Help You Succeed

Your Direction, Our Support

Access to Opportunities That Match Your Goals

Exclusive Benefits Come Standard

VALUED MEMBER ACCESS

SPECIAL DISCOUNTS

Become the Self-Directed Real Estate Investing Expert

GUIDE TO REAL ESTATE IRA INVESTING

SELF-DIRECTED ACCOUNTS

REAL ESTATE IRA RULES

Additional Links of Interest

Footer Newsletter Signup

IRA Real Estate Investing:
How to Get Started