Who is Valoris Capital Partners?
Valoris Capital Partners is a Private Equity Real Estate firm, that focuses on Alternative Investments like Value-Add Multifamily, Ground-Up Multifamily Development, and Light Industrial. Our team manages the entire process from acquisition to capital expenditure repairs, lease-up, and disposition. We co-invest with our investor partners to purchase large commercial assets.
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.
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.
Equity Trust Company and Midland Trust Company are not affiliated with Valoris Capital Partners. 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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