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Invest in Real Estate with your IRA

Jake Durtschi • Mar 27, 2023

Using your self-directed IRA to invest in JG Forever Fund and Real Estate Syndications

Are you aware that your IRA funds can also invest in alternative assets? Real estate is the most common alternative asset purchased, with some of the wealthiest individuals making it an integral part of their investment strategy. For many experienced real estate investors, using IRA funds to make these investments becomes a natural transition.


So what are the benefits of investing in a Real Estate Syndication with a Self-Directed IRA?


  • Diversification – Each asset, whether it is an alternative or standard market product, reacts differently to the same event. Investing in a variety of assets can minimize risk in your portfolio.

  • Steady Income and Tangible – Unlike the volatile stock market that fluctuates quite often, real estate usually retains its value at minimum. Even if the real estate market value decreases, you will still have the physical property that can continue to generate cash flow.

  • Deferred Taxes – As with any traditional IRA investment, the profit generated has the potential to grow tax-deferred until you take a withdrawal. If it is a Roth IRA, profits could accumulate entirely tax-free, meaning you wouldn’t even have to pay taxes when you withdraw funds.

  • Invest More In What You Love – A Self-Directed IRA allows you to invest in alternative assets that you understand and fit well with your personal financial goals.


How can I invest in a Real Estate Syndication with a Self-Directed IRA?

  1. Open an account with a Self-Directed IRA Custodian. Be sure to read up on the reviews to ensure that you are getting the best possible customer service, price, and overall investing experience.

  2. Fund Your Self-Directed IRA via a rollover or by making an initial contribution.

  3. Instruct the Self-Directed IRA Custodian to invest your funds in the asset of your choice, which in this case is your preferred real estate syndication.


Using a Self-Directed IRA to invest in a real estate syndication is a great way to diversify your portfolio and have protection against economic fluctuations, all within a tax-advantaged retirement account. Using your Self-Directed IRA funds, in addition to any personal investments made into a syndication, can open the door to more opportunities and long-term growth. All cash flows, such as net proceeds, are paid through the IRA. Please keep in mind that your Self-Directed IRA must be used for investment purposes only.


If you have more questions, or are interested in investing in a Real Estate Syndication with a Self-Directed IRA, let's talk! Email us at invest@jacobgrant.com and a member of our team will be in touch.

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