Investing in a Real Estate Investment Trust with a Self-Directed IRA
Did you know your IRA can invest in stREITwise offerings, all while keeping the tax advantages? The IRS allows tax advantaged accounts to invest in private equity and receive tax deferred (or tax free in the case of a Roth) earnings. stREITwise is a real estate investment trust that offers equity in office properties to both accredited and non-accredited investors.
New Direction Trust Company specializes in self-directed accounts that hold alternative assets. You, the IRA holder, make the investment decisions: select the assets, negotiate the terms, and direct your IRA funds to close the deal. New Direction Trust Company makes sure the paperwork reflects that the asset is within your IRA, and therefore deserves the tax benefits associated with the account type. The company does not, however, give tax, legal, or investment advice.
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Open & Fund Your IRA
Open an IRA with New Direction Trust Company. Once you have opened your account, fund it with a transfer or rollover from a 401(k) with a previous employer or an existing IRA, and/or a contribution.
Decide on your IRA's Investment with stREITwise
You determine your investment participation in stREITwise offerings.
Your IRA funds that Investment
At your direction, New Direction Trust Company sends funds from your IRA to execute your IRA’s investment.