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Invest in Alternatives Assets With a Self-Directed IRA

If you are interested in alternatives and want to learn more about using retirement funds to do so, you've landed in the right place. Equity Institutional Services makes this process simple.

What makes an IRA self-directed?


When an IRA is referred to as a self-directed account, it simply means you can use the account to invest in areas outside of traditional stocks and bonds. That’s the primary difference between a self-directed and traditional retirement account — where you put those investment dollars.

With a self-directed IRA or 401(k), you can invest in a variety of areas, including real estate. 
Real estate can be a profitable, rewarding way to grow your self-directed account and potentially help you achieve your dreams faster.

What is the investment process using a retirement account?


It's a simple three-step process:

  1. Open the Self-Directed IRA account with Equity Institutional Services

  2. Fund the account by transfer, rollover, or contribution

  3. Work with a dedicated representative with Equity Trust to fund your investment

 

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Who is Collegiate Capital?


Our team specializes in identifying high-potential investment opportunities in the student housing sector. Using our extensive market knowledge and analysis, we carefully select projects with the potential for attractive returns.

We provide opportunities for investors who want to passively participate in real estate to diversify their portfolios, mitigate risk and capitalize on significant tax benefits. 

We believe in building long-term relationships with our investors. That's why we provide ongoing support and guidance throughout the investment process. From initial due diligence to project completion and beyond, we are here to support our investors every step of the way.

 

Frequently Asked Questions:

Call us at 239-333-4924 or send us your self-directed IRA question below.


 

If I like the investment and I want to use IRA money, what do I do first?

If you want to invest, you open your account and move funds from your current custodian to us. We make this process as smooth and easy as we can. Once we have the funds, you instruct us to invest on behalf of your IRA. 

Can I keep my IRA where it is and buy into this offering?

No, you cannot. You need a custodian who handles self-directed IRA accounts. Brokerage houses are set up to accommodate products they know and sell.  Alternative assets fall outside of what they can accommodate because of the different procedures and documentation involved.

How much does it cost?

The unique thing about us is that we have a flat fee schedule which can be found here. In broad strokes, there is a $50 fee to open the account and an annual fee of $350.  What many investors appreciate about this fee schedule is that, as the value of the investment increases, fees remain flat whereas traditional fee schedules often take a percentage of the value of the account.

About Equity Institutional Services


Equity Institutional Services, an Equity Trust Company, works with real estate investors through 1031 Exchanges and also by allowing investors to buy real estate using money in their retirement accounts.  We have been doing this long enough that we know how to make it simple so you can invest in real estate opportunities with whatever funds you'd like, putting you squarely in control.

Get In Touch

If you have additional questions or want to learn more about setting up a self-directed IRA with Equity Institutional, submit a form or contact me directly.

Paul Herbes

p.herbes@trustetc.com

(605) 799-8620

Meet with me

 

What questions do you have?

 

Equity Trust Company and Midland Trust Company are not affiliated with Collegiate Capital. Equity Trust Company and Midland Trust Company are directed custodians and do not provide tax, legal, or investment advice. Any information communicated by Equity Trust Company or Midland Trust Company is for educational purposes only, and should not be construed as tax, legal, or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. 

 

© 2024 Equity Trust All rights reserved.  www.midlandtrust.com