Invest in Real Estate

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4 Key Points To Consider
When Investing In Real Estate

1: Title Name

The property and the contract to purchase must be titled in the name of your IRA

2: Gain Control

Many IRA real estate investors use an IRA/LLC to better gain control of the transaction and investments.

3: Mortgage or Loan

Any mortgage or loan obtained for IRA-owned real estate must be non-recourse and may cause UDFI tax on profits from debt.

4: IRA-Owned

IRA-owned real estate must be held for investment and cannot be used by the IRA owner or their disqualified family.

FREE Quick Start Guide
on Investing in Real Estate

The most overlooked opportunity
in Real Estate

Real estate is the most common asset for self-directed accounts. IRAs can own single family rentals, flips, LLC interests in partnerships owning real estate and private funds and offerings of real estate.

When your IRA or IRA/LLC owns real estate it receives the income and pays the expenses. And the income or gain from the sale goes back into the IRA with zero tax (tax free Roth, tax deferred Traditional).

There are important management and operational rules new self-directed IRA owners must learn when managing their rental properties and other real estate owned by their IRA.

The quick start guide breaks down the options and the key considerations and rules to know when using an IRA or other self-directed retirement account to invest in real estate.

Articles On How To
Self-Direct in Real Estate

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Managing a Rental Property Owned by Your Self-Directed IRA

When IRA-owned property is held for rent, the management of the rental property must be structured…

Self-Directed IRAs, Real Estate Crowdfunding, & UBIT Tax

The most common asset class for self-directed IRA accounts is real estate. Real estate investments for self-directed IRAs…

Buying Real Estate With Your IRA and a Non-Recourse Loan

Your IRA can buy real estate using its own cash and a loan/mortgage to acquire the property….