To get started, review the content in the "How It Works" tab for a better understanding of self-directed IRAs.
Then, download any of the resources below and begin using the materials in your marketing efforts. If you have any questions, please us the contact us tab. You'll have a personal Entrust representative working to assist you and your clients.
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Report: 5 Steps to Investing with a Real Estate IRA
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investing in real estate report for keller williams

Read this report to familiarize yourself with the basic steps to investing in real estate with retirement funds.

Share this report with your potential & existing clients, many of whom may already have an IRA. There might be tons of retirement wealth sitting in your database ready for a real estate investment!

Real Estate FAQs
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Real Estate IRA FAQs

Download this report, Expand Your Real Estate Investment Opportunities, and go over the 35 most popular questions asked about investing in Real Estate IRAs. 

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Infographic:
Real Estate Transaction Process
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investing in real estate with an IRA infographic

This easy to follow infographic will walk you through the step by step transaction process of purchasing Real Estate with an IRA.

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Postcard Template
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Keller Williams Real Estate IRA postcard

This postcard is an example of the types of postcards you can create and distribute to your prospects and current clients. This is a great tool to incorporate into your current Have Met Lead Stage Program.

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If you currently have a 33 Touch Program in place, or are looking to create one, these emails are perfect to incorporate into the mix. Use them all or individually to educate your prospects and current clients on how investors are using their retirement funds to invest in real estate.

NOTE: These examples are in Word format. You may customize each email as you wish.
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RE IRA Flyer
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KW_Real Estate IRA Flyer Hand these out in your office or through email to prospects and current clients to make them aware that they can invest in real estate with their retirement account.
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Real Estate IRA Investor Checklist
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KW Real Estate IRA Investor Checklist Your clients may or may not know that they can invest in real estate with their retirement funds. The best way to open this conversation is to simply ask: Do you have an IRA or old 401(k) at a previous employer? Then, use this checklist to help determine whether or not a Real Estate IRA is right for them and their investment goals.
Real Estate IRA New Account Kit
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KellerWilliams RealEstateIRANewAccountKit If you have a prospect or current client who is ready to open a self-directed IRA to make a real estate purchase, download and submit this application -- includes your exclusive discounted fee schedule!
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PowerPoint Slides: Investing in Real Estate with IRA Funds
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Keller-Williams- PowerPoint

Add these slides to your presentations.  They are very easy to follow.  See the notes section of each slide for more information. 

Remember, you do not need to be the expert at Real Estate IRAs.  We are here to anwer your client's questions.

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Agent Training:
Real Estate Video

keller williams real estate ira video Share your knowledge of Real Estate IRAs with the rest of your Market Center by sharing this training video.