Private Debt IRA Investing | Equity Institutional

Private Debt Investing in IRAs

Private debt remains a steady asset class for investors, offering downside protection amid turbulent market volatility, according to Preqin. Assets Under Management continues to grow, reaching record levels once again as investors are drawn to the asset class for its diversification and favorable risk-adjusted returns.

Types of private debt investments that can be held in Equity Institutional tax-advantaged accounts include:

Corporate debt offerings

Notes secured by deeds of trust/mortgages

Unsecured notes

Contracts for deed

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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 and administration as of 1/1/2024. ¹ici.org, total assets in IRAs as of 12/2023