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Case Study: How a Real Estate IRA Helped an Investor Increase Returns

Self-directed retirement accounts give you the freedom to diversify your retirement portfolio with investments you know and understand, such as real estate. Investing in real estate with your self-directed IRA isn't too different from a regular real estate purchase. However, there are important rules and processes that you must know and follow to do it right. This video uses a case study based on an Entrust client’s story, David Castle*, to demonstrate the process of investing in real estate with a self-directed IRA.

Watch this webinar presented by Bill Neville, Business Development Manager at Entrust and learn:
  • How to use a self-directed IRA to invest in real estate
  • How partnering funds to purchase a property works
  • How operating income and expenses for the real estate is handled
 

 

Date: April 12, 2017
Duration:  24 min
Speaker: Bill Neville, Business Development Manager

Topics: Real Estate, Investor Due Diligence, Basics of Self-Directed IRAs