Using Your Solo 401(k) & Self-Directed IRA
Learn how retirement accounts may invest in private real estate opportunities.
Use retirement dollars for alternative investments.
A Solo 401(k) or Self-Directed IRA may permit tax-advantaged investment in private real estate, subject to account rules and professional advice.
Set Up the Account
Establish an eligible self-directed account with a qualified custodian.
Fund the Account
Contribute or roll eligible funds into the account.
Select an Investment
Direct the custodian to evaluate and process an eligible opportunity.
Invest Through the Account
The account, not the individual personally, makes the investment.
Retain Tax Advantages
Income and gains remain within the account subject to applicable rules.
Get Professional Advice
Consult qualified tax, legal, and retirement-plan advisers before investing.
Important
CRE Equity does not provide tax, legal, accounting, or retirement-plan advice.
Preferred equity for real estate sponsors and investors.
Capital. Relationships. Results.
This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities.