Self-Directed IRAs and Real Estate Syndications

Thoughts on Self-Directed IRAs and Real Estate Syndications

Thank you, to our Vice President, Capital Markets and Development Joel Poppert, for shedding light on the use of Self-Directed Investment Retirement Accounts (SD-IRAs) in real estate investments, including syndications.

Here at NARRATE HOLDINGS , investors can leverage SD-IRAs to participate in larger real estate opportunities. Always wise to consult trusted advisors. Your expertise is appreciated!
#RealEstateInvesting #SDIRA #InvestmentInsights #ThankYouJoelPoppert

The Aston on South Pearl; a luxury apartment development located in Denver's Platte Park Neighborhood completed by Narrate in 2022.

Just in the past two weeks I have had more than five investment partners ask me if they can use their Self-Directed Investment Retirement Accounts (SD-IRAs) to invest in our commercial real estate offerings, so I thought I would answer this great question once and for all and provide some important detail. First and foremost, the answer is YES, you can use your SD-IRA to invest in commercial real estate, including syndications. The primary benefits of using an SD-IRA for real estate investments include portfolio diversification, favorable tax treatment and efficiencies in your estate planning. 

At NARRATE , many of our investors exclusively invest with us using their SD-IRA account. Real estate syndications allow our investors with SD-IRAs to pool their capital with us and our other investment partners and participate in real estate properties and private equity opportunities much bigger than they could afford or manage on their own. However, with any investment vehicle, there are some nuances to keep in mind, and as always, please discuss any investment with your trusted advisors and accountants prior to making the investment.  Read more

Original Post Here: https://www.linkedin.com/pulse/self-directed-iras-real-estate-syndications-joel-poppert-d4qyc/

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