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Real Estate IRAs

Real Estate Investing Within a Self-Directed IRA

Historically, real estate has given many Americans with a stable investment vehicle that offers both income and appreciation. One of the greatest tools available to real estate investors is the self-directed IRA – a government-sponsored retirement plan that allows real property investments.

Most investors believe that their only IRA investment options are bank CDs, the stock market, and mutual funds.
Few Americans realize that they have the option to self-direct their IRAs and other retirement plans into real estate—and that they can benefit from the tax advantages those plans provide.

IRA investments earn tax-deferred/tax-free profits. Imagine not having to pay taxes right away—or ever—on your real estate deals. Instead of paying 25%, or 30%, or even 50% of your profits to the government in taxes, you keep it.

What is a Real Estate IRA?

A self-directed real estate IRA is technically no different than any other IRA (or 401k). The government created the IRA to allow investments to grow tax-free or tax-deferred compounded over time to maximize growth. The IRA can also qualify for yearly tax-deductions (depending on the account), provide asset protection and assets can be passed to future generations.

A self-directed real estate IRA is unique because it allows investments in real property.

Claim Your Self-Directed Real Estate 101 Guide

This Real Estate 101 Guide Will Uncover:

  • The step-by-step process to getting started
  • Your real estate investment options
  • How to sell your investment in your IRA
  • Much more

  • IRA Real Estate Investing:
    How to Get Started

    Equity Trust enables you to easily invest in real estate using your self-directed IRA or other account, 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:

    1

    Open an Equity Trust Account

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

    2

    Find an Investment Opportunity

    A few potential sources:

    3

    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.


    Investing in Real Estate with Your Retirement Account


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    Let’s talk about your financial future.

    Schedule a one-on-one session with an expert alternative investment counselor. We’re here to answer any questions, help guide you through the process, and provide more detailed information and education specific to your journey.

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