If you have an existing IRA or 401K from a previous employer, it is likely that you will be able to self-direct all, or a portion of the funds into a commercial real estate investment vehicle. Check first with your current custodian to see if they would allow you to possibly self-direct your retirement account, or if they can facilitate a transfer to a self-directed IRA custodian.
If so, please contact us, and we can help introduce you to one of the custodians that we work with, potentially allowing you to invest in alternative assets like commercial real estate simply by using your retirement funds.
With this sophisticated strategy, it may be easier to invest in institutional-grade, high-performing commercial real estate opportunities than many would initially realize.
Ask whether your existing IRA or former-employer 401K can be self-directed, or transferred to a self-directed custodian.
We can help introduce you to experienced custodians that we work with who specialize in alternative assets like commercial real estate.
Direct all or a portion of your retirement funds into institutional-grade commercial real estate opportunities.