ABOUT STARTING POINT CAPITAL
WHAT WE DO: We help clients generate passive income, diversify their investment portfolio & reduce their tax liabilities by providing real estate investment syndications we personally source and invest in ourselves.
WHY CLIENTS CHOOSE US: We’ve raised tens of millions of dollars for dozens of high-end multi-family real estate investment syndications. We also PERSONALLY invest our own time and money into every deal we source, ensuring alignment with our clients’ best interests every step of the way.
WHAT CLIENTS SAY: 🗣️ “We had been researching syndicated real estate investments for years and got to the table a few times but didn't pull the trigger for various reasons relating to the structure of the deals. Our experience with Starting Point Capital on our recent transaction was fantastic. The whole process was very professional, they had all of the holes in previous deals covered. The process was smooth, as advertised, and we received dividend payments within a few months of closing. I couldn't be happier with the professionals at Starting Point Capital!” - David Weaver, Glenwood Springs, CO
DID YOU KNOW? The average company 401k might have a 5%-8% ROI over its lifetime - and you can’t touch that money without significant tax penalties until you’re 65. The multi-family real estate investments we source for clients average 15%-20% ROI annually - not to mention immense tax savings / benefits - and you can access those gains right away.
PROBLEMS WE SOLVE FOR CLIENTS: 📉 Stock Market Uncertainty 🧾 Tax Burdens 💰 Insufficient Cash Flow into Retirement 🔄 Need for Multiple Streams of Passive Income
SERVICES WE PROVIDE: 💵 Capital Raising 🏘️ Multi-Family Investment Properties 📈 Real Estate Investment Consulting 📊 Real Estate Investment Portfolio Management 🔄 Real Estate Syndications
SELF-DIRECTED IRAS 101 FOR PASSIVE REAL ESTATE INVESTORS
Watch the replay of our recent educational webinar featuring Kelsey Dineen (Equity Trust Company) and Jeremy Dyer (Rise48) as they walk through how Self-Directed IRAs work and how passive investors are using retirement capital to invest in private real estate syndications. The session covers the mechanics, timelines, key rules, and common questions investors have when using IRA funds for private investments.
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.
FREQUENTLY ASKED QUESTIONS:
CALL US AT 239-333-1032 OR SEND US YOUR 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 buy the real estate 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 retirement accounts. Brokerage houses are set up to accommodate products they know and sell. Alternative assets like real estate fall outside of what they can accommodate because of the different procedures and documentation involved.
How much does it cost?
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 property 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.
Kelsey Dineen
K.Dineen@trustetc.com
(239) 333-4920