Self-Direct Your IRA To Invest

Learn how to diversify your retirement savings through a self-directed IRA

Investing in Real Estate with a Self-Directed IRA

Using a self-directed IRA to invest in real estate syndications allows you to diversify your retirement portfolio while leveraging powerful tax advantages. Unlike traditional retirement accounts limited to stocks and bonds, a self-directed IRA lets you invest in cash-flowing real estate, providing both long-term appreciation and passive income.

The ability to grow your investment tax-deferred or even tax-free (in the case of a Roth IRA) enhances your overall returns, allowing you to reinvest gains without immediate tax consequences. Additionally, real estate syndications offer professional management, eliminating the hassle of direct property ownership while still reaping the benefits of real estate’s stability, inflation protection, and potential for high returns.

Diversify your Retirement with Real Estate

Investing passively in real estate allows you to diversify your retirement portfolio without the hassle of management. Adding real estate to your IRA can be a strategic move, offering stability and resilience against market fluctuations. Unlike other investments, real estate provides the security of a tangible asset while allowing you to grow your wealth tax-deferred or tax-free within your IRA, maximizing long-term appreciation and cash flow potential.

The Right Thing for You

Retirement Made Simple and Transparent with Investing

Collegiate Capital LLC has teamed up with Equity Trust to make opening a self-directed retirement account a breeze. Whether you’re rolling over an existing account or starting fresh, Equity Trust is here to guide you every step of the way. Need them to chat with your advisor, attorney, or CPA? No problem—Equity Trust is ready to answer all your financial team’s questions and ensure the process is seamless.

If I like the investment and I want to use IRA money, what do I do first?

If you want to invest, you open your account and move funds from your current custodian to a self-directed IRA custodian such as Equity Trust. We make this process as smooth and easy as we can. Once we have the funds, you instruct us to invest on behalf of your IRA.

Can I keep my IRA where it is and buy into this offering?

No, you cannot. You need a custodian who handles self-directed IRA accounts such as Equity Trust. Brokerage houses are set up to accommodate products they know and sell. Alternative assets fall outside of what they can accommodate because of the different procedures and documentation involved.

How much does it cost?

The unique thing about us is that we have a flat fee schedule which can be found here. In broad strokes, there is a $50 fee to open the account and an annual fee of $350. What many investors appreciate about this fee schedule is that, as the value of the investment increases, fees remain flat whereas traditional fee schedules often take a percentage of the value of the account.

Questions about your Individual

Retirement Account?

We would love to hear from you.

Collegiate Capital, LLC

Collegiate Capital does not offer or solicit the sale of securities or other investments through this website or any other communication. All investment opportunities offered by Collegiate Capital are made solely through a private placement memorandum, which is provided only to accredited investors in compliance with applicable securities laws and regulations. Investments involve risk, and past performance is not indicative of future results. Prospective investors are urged to review all offering materials carefully and consult with their financial, tax, and legal advisors before making any investment decision.