It Only Makes Sense

Using an 401k/IRA to invest in real estate provides the opportunity to generate income from rent, appreciation, fixing and flipping, and more. Your self-directed 401k/IRA can purchase any type of property such as residential and commercial real estate, raw land, agricultural property, and more. Your self-directed 401k/IRA can buy the property outright; meaning the 401k/IRA is the title holder. If your 401k/IRA does not have the funds to finance the full purchase price, your 401k/IRA can  secure a non-recourse loan to buy property.

Since the inception of 401k/IRAs, it has been possible to invest in real estate as an asset. What has not always been easy is finding an 401k/IRA provider willing to service self-directed real estate investing. (We know how to do this!)

The IRS requires an authorized 401k/IRA provider for all IRAs. Although few 401k/IRA providers handle real estate investments, we work with 401k/IRA professionals that specializes in administrative services for all your self-directed real estate investments. You, select the property, negotiate the terms, and direct funds from your 401k/IRA to close the deal. We make sure the paperwork substantiates that the asset is purchased with your 401k/IRA, and therefore deserves the tax benefits associated with the account type.

Our team of professionals will guide you through the self-directed real estate investment process, and ensure that your transactions are prompt and accurate. We offer ongoing free education on self-directed 401kIRA real estate investing and regulations.


Real Estate Assets Your IRA or 401k Can Acquire Include:

You are ready to self-direct once your 401k/IRA has been opened and funded. There are no restrictions on the price and/or market value of the property, where the property is located, or the type of real estate purchased. In fact, there are several types of real estate your fund can purchase.

  • Single Family Homes
  • Multi Unit Homes
  • Apartment Buildings
  • Condominiums
  • Commercial Properties
  • Rental Properties
  • Fix & Flip

Open and Fund Your Account.

  1. You must open an account before you can start the investment process. You can fill out the form provided or you can call us directly at (303)-918-9158 or click to download The FREE 401k/IRA Report.
  2. Fund your account with a transfer, rollover, and/or contribution. Once your account is funded, your transaction can take place.