Webinar

The First Deal Blueprint of Private Lending

Join Directed IRA’s VP of Sales, Nate Hare and special guest Brant Phillips, for a powerful webinar: The First Deal Blueprint of Private Lending.

Your first private lending deal sets the tone for every deal that follows. This session is not about chasing yield. It is about protecting principal, underwriting risk correctly, and building a foundation that lasts.

Brant Phillips, real estate investor, coach, bestselling author, and Inc. 5000 business owner, will break down the exact framework he uses after completing hundreds of transactions across flips, rentals, private lending, development projects, and more.

Watch the Replay

In this training, we cover:

  • How to analyze a borrower

  • How to analyze the deal itself

  • How to structure your first loan conservatively

  • What must be verified before wiring funds

  • The exact checklist to protect your capital

Private lending can be one of the most powerful strategies inside a self-directed IRA, but only when it is done correctly.You are not just lending money. You are underwriting risk.

At Directed IRA, we have helped thousands of investors deploy over $3 billion into real estate, private funds, notes, and alternative assets within tax-advantaged retirement accounts. Our team makes it simple to invest with clarity and confidence.

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Book a call today with a self-directed IRA expert to see how you can start investing in what you know!

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Self-Directed IRA Getting Started Resources

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Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Get access to your SDIRA Handbook resources today!

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Beginner's Guide:
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#1 Book
on Self-Directed IRAs

Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Download your free copy today!

By downloading The Self-Directed IRA Handbook, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.