Invest in Commercial and Investment Real Estate Using Your Qualified Plans and Other Sources of Investment Capital

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Check out this helpful and informative links. Check back with us for interesting articles and contact us for a personal assessment and feasibility analysis.

 


Self Directed Custodians: There are very few self-directed IRA/401k custodians in the United States. In order to be a custodian for self-directed product, the custodian is known as a "passive custodian". This simply means that they are obligated by law to only provide the custodial and administrative services for the qualified plan. They can provide NO investment advice. This tremendously reduces the fees associated to traditional investments because you, the investor, make all of the investment decisions. Here are the links to the most notable of the self directed custodians:

PenscoTrust:

     www.pensco.com

Equity Trust:

     www.trustetc.com

Fiserve:

     www.fiserviss.com

Entrust:

     www.entrustadmin.com


Sterling Trust:

      www.sterling-trust.com

Millennium:

           www.mtrustcompany.com

AST Trust Company:

     www.asttrustco.com


Trust Administration Services Corp:

      www.trustlynk.com


Still, there are many more trust companies besides those including: (contact us for additional names and URL's)

U.S. Trust:  

        www.ustrust.com 

Trust Company of America: 

        www.trustamerica.com


In addition, if you (or your client, for advisors) are using a Real Estate IRA Operating Company LLC, yet another custodial vehicle would be to set up an "Entrepenurial 401K" to fund the real estate investment. In that case you can consider using:


Charles Schwab Alternative Investment Services:
                                   [1-800-877-201-2985]

         www.schwab.com



Non-Recourse Mortgage Lenders for Qualified Plan Real Estate Investments:
It used to be nearly impossible to find a non-recourse lender for an IRA investment, but time has convinced many lenders to support this type of loan. A list of non-recourse lenders is way too long, but here two to start with:

North American Savings Bank:

         www.iralending.com

First IRA Mortgage:

         www.firstiramortgage.com



Real Estate IRA Organizations:
For general information on using IRA and other qualified plans to invest in real estate:

IRA Association of America: 

         www.iraaa.org


IRAVESTOR:
     IRAvestor is focused on the success of the Self-Directed IRA/Alternative Investment industry:

 


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   www.iravestor.org



Real Estate IRA Consulting Firms:
We find that sometimes investors would like to outsource the entire LLC formation and custodian selection process, in that case here are links to three such "facilitators" we have worked with:


Security Trust Company:

   
         www.securitytrustcompany.com

The Tax Academy:

         www.thetaxacademy.com

National Association of Financial & Estate Planning:  [Check out their new ICO product]

         www.nafep.org

My Self Directed IRA:

         www.myselfdirectedira.com 

My Real Estate IRA:

         www.myrealestateira.com

IRA Your Way:

         www.irayourway.com

Investment IRA:

         www.investmentira.com

IRA123:

           www.ira123.com

Guidant Financial Services:

         www.guidantfinancial.com




Sources of additional Investment Advice: 



National Alternative Investment: 
   
A nationwide directory of "Off-Wall Street" investments:

          www.NationalAlt.com


Wealthy Geek:

Real advice from real professionals:


              www.wealthygeek.com

Articles and Books of Interest:
We are in the process of building a library for you, so check back soon for timely articles and points of interest. As a start, consider reading:


How  to Invest in Real Estate & Pay Little or No Taxes, by Hubert Bromma, Copyright 2005, McGraw-Hill Professional, 2 Penn Plaza, New York, NY 10121
 --- www.books.mcgraw-hill.com

IRA Wealth by Patrick Rice and Jennifer Dirks, Copyright 2003, Square One Publishers, Garden City Park, NY 11040 --- www.squareonepublishers.com

The Real Estate IRA by Jeffrey Evans.  This is one of the best books available and is an e-book.

This is a step by step guide that shows you the inside secrets, tips and techniques you need to increase your financial wealth with investment property. we give this book "Two thumbs up."

To get more information and if you like you can order this e-book on-line by  Clicking Here
 
For a very good source of general information articles on real estate investing, check out: Creative Real Estate Online: www.real-estate-online.com 

Lastly, for the best available on-line visit - - The "Internet Market" - - filled with the Best Online Stores!

                                    

                                 


Copyright © 2011 The Laurel Group of Prudential Fox & Roach, Douglas Elliman,
and Carruthers Realtors. All Rights Reserved.