Often, the reason why your funds are all in traditional, low-return or high-risk investments is because no other types of investments are offered at your brokerage. They don’t advise you on how to invest in real estate or real estate notes, because they cannot earn a commission on these types of investments.

For your regular investment accounts, diversifying is usually as easy as moving the funds into a different account, much like you would move your car to a different spot to park.

And as you may have heard, most retirement accounts can now be “self directed,” giving you control and flexibility to diversify into high return, low risk real estate investments while maintaining your growth tax deferred or tax free.

When it comes to real estate, we handle our investors' money in three ways:

The first is through residential fix-and-flip properties for short-term investors who desire a return on their investments within 4 months to a year.

The second is through residential rental properties for long-term investors who desire a monthly income from their investments.

​​The third is through purchase of shares in our investment pool in order for our investors to take advantage of the whole range of investment opportunities in our current portfolio.

And yes, our investors can use money from their IRA's to accumulate wealth through us that is tax deferred or in the case of a ROTH IRA, tax-free.

Again, all IRA accounts are self-directed by their definition. One only needs to make sure they are currently using the services of the correct kind of IRA custodian who specializes in self-directed IRA's.

Contact us today for more detailed information about our investment strategies. 


Does your bank or brokerage offer investments for your retirement accounts that are outside the traditional set of stocks, bonds, CD’s and money market investments?

You may even have asked them about investing some of your funds in real estate or notes to diversify, and received an unfavorable response. Mention real estate to your financial adviser, and you might catch him with a sheepish look on his face as he fails to offer a solution for your needs.

The “dirty little secret” brokers and banks don’t want you to know is that 9 out of 10 people who successfully keep and grow their wealth do it through real estate. The best thing of all: It can be virtually tax free growth depending on how you choose to invest.