Invest in Alternative Assets with your IRA
Are you interested in investing in alternatives and want to use retirement funds to do so? You've landed in the right place. Equity Institutional Services makes this process simple.
Why invest in alternative assets?
These alternatives include hedge funds, private equity, venture capital, start-ups, real estate syndications, and more.
Investing in these offerings is one way people diversify their portfolios beyond traditional stocks and bonds.
What is the investment process?
It's a simple three-step process:
- Open the Self-Directed IRA account with Equity Trust
- Fund the account by transfer, rollover, or contribution
- Work with a dedicated representative with Equity Trust to fund your investment
Who is FutureRE Capital Management?
Future RE Capital Management is a real estate investment company with a niche focus on residential, multifamily, mixed-use, and commercial assets in affordable and workforce markets for the purpose of acquisition, renovation, development, and long-term leasing. Future RE Capital's headquarters in located in the state of Maryland and has target strategies in eighteen (18) US cities. Future RE Capital Management currently has over $30M in assets under management in the residential and multi-family affordable housing market space.
About Equity Institutional Services
Equity Institutional Services, an Equity Trust Company, works with investors looking to control their IRA accounts by making their own choices about where to put their money.
We have been doing this long enough, and we have created a simplified process so you can invest in the opportunities you choose, putting you squarely in control.
What questions do you have?
Call us at 239-333-4924 or send us your self-directed IRA question.
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.
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.
Adam Sypniewski
312.767.6863
WHAT'S ON YOUR MIND?
Equity Trust Company and Midland Trust Company are not affiliated with FutureRE Capital Management. 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.
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