Investing in Real Estate Syndications through a Self-Directed IRA

November 22, 2022

Investing in real estate syndications through a self-directed IRA

Real estate syndication allows you to partner up with other investors, giving you access to opportunities that would be unavailable if you were going solo. Most of these opportunities are off-limits to non-accredited investors and tend to involve commercial real estate rather than properties for personal use.

For those who are brand-new investors, the process of investing through an SDIRA is slightly different than for those transferring their existing funds. The initial step is finding a custodian to open your SDIRA with (which will be discussed in more detail shortly). If it’s a new account, your next step is to make your initial investment. You’ll need to fill out paperwork if you’re doing a rollover. The process can take up to two weeks since the custodians must arrange the switch. After you have built up your liquidity, you can invest in a real estate syndication.

Overall, investing in real estate syndications through a Self-Directed IRA can be a great way to boost your investment returns, diversify your portfolio, and save on taxes. If you’re looking for a way to invest in real estate, a real estate syndication may be the right option for you.