Real Estate Agents
Americans have more than $7 trillion in their individual retirement accounts. The investments in those accounts may be under-performing, or your clients may be interested in diversifying their retirement portfolio with real estate.
With the tightening of lending practices, Self-Directed IRAs or qualified plans are a great source for funding transactions. Smart real estate professionals understand the advantages of self-directed retirement plans. In fact, real estate is the #1 investment in Self-Directed IRAs and qualified plans.
Mastering the opportunities in self-directed real estate IRAs can help you
- Sell more properties
- Generate more referrals, leads, and repeat business
- Stand out from the competition
- Become a valuable resource for your clients
- Live personal assistance
- Simplified paperwork process
- Competitive fees
- Acceptance of most private offerings
- Industry-leading efficiency
- Dedicated relationship managers
- Aggregated online account access
- Third-party technology integration
Are you a Real Estate Agent?
How would you like to have something new to talk about with your clients, help them save for retirement, and position yourself as their trusted resource? Show your clients how they can invest in all forms of real estate and related assets with a Self-Directed IRA or Self-Directed Real Estate IRA. Self-Directed IRAs or qualified plans give account holders more freedom, flexibility, and choice of how to invest their hard-saved dollars. They can expand and diversify their investment opportunities beyond the stock market, potentially get higher returns, and grow their retirement funds tax-free. With your help, your clients can invest in residential, commercial, vacant land, single-family properties, apartment condos, and other real estate-related assets.
Our platform offers a streamlined way to manage client accounts, providing aggregated data and a comprehensive portfolio overview. As a qualified custodian, we deliver custodial solutions, detailed reporting, and specialized knowledge across diverse alternative asset classes.
When you incorporate the Self-Directed Real Estate IRA into your sales strategy, you can become an even more knowledgeable resource for clients who already trust you. Who else would they choose to represent them in buying property for their Self-Directed IRAs or qualified plans? Your client database is a gold mine of information. You know almost as much about your clients' finances as they do. But they may not know about the advantages of investing their IRAs or qualified plans in real estate. Having that conversation is a great way to reconnect with clients who may not be ready to buy or sell their house, but might benefit from buying an investment property in an IRA or qualified plan to boost their retirement savings.