Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account

Real Estate Investing

Real estate is one of the most popular investments with a Self Directed Checkbook IRA. There are many types of properties you can invest in like REITs (Real Estate Investment Trusts), raw land, commercial property, rental property, and more. Explore everything you need to know about investing in and managing a real estate investment in your retirement account.

Investing a 401(k) into Real Estate

Unlock the potential of real estate investments in your retirement portfolio by rolling over your 401(k) to a Self-Directed IRA, and experience enhanced flexibility with Broad Financial's Checkbook IRA. Schedule a discovery call today.
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January 5, 2024

Using a Self-Directed IRA to Buy Rental Property: 5 Things to Know

Using a Self-Directed IRA to buy a rental property can be an intriguing investment strategy. Learn how Broad Financial can equip you with a Real Estate IRA designed for the everyday transactions that typically come with investing in a rental property.
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August 14, 2023

Case Study: How To Invest with a Self-Directed Checkbook IRA Non-Recourse Loan

Non-recourse loans give Self-Directed Checkbook IRA account holders the opportunity to use leverage to invest in real estate with retirement funds. Broad Financial’s simple account set up, alternative asset expertise, dedicated client support team, and five-star non-recourse lender ensures a positive investing experience.
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March 29, 2023

What Are the Pros and Cons of Using a Self Directed IRA To Invest in Real Estate? 

Summary and Key Points  There are both pros and cons to investing in real estate with a Self Directed IRA. Pros include asset control, better diversification, and potentially high ROI. Cons include liquidity concerns, time commitment, and loss of property tax benefits. For any real estate investment, calculating the various profit scenarios will help determine […]
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April 26, 2022

3 Pitfalls to Avoid When Using Your IRA for Real Estate

With the erratic nature of returns in standard stock market investments, American workers have started moving to platforms that provide them with more asset choices. One of these platforms – the Self-Directed IRA –  has received quite a bit of publicity lately, largely due to the cryptocurrency craze. For the average investor, however, a more […]
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March 30, 2022

What is UBIT in a Self Directed Real Estate IRA?

UBIT Definition UBIT stands for Unrelated Business Income Tax. This is a tax that applies to the profits of an active business owned by a Self-Directed retirement account. Most investors never run into it, because the types of investments favored by the Self-Directed platform are normally passive in nature and thus are tax deferred, (or […]
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Sweat Equity: How to Manage a Property Owned by Your IRA

Self-Directed investors are familiar with the concept of Prohibited Transactions – a set of restrictions that define how the investor may interact with his/her property. The obvious ones are easy: Don’t live in it Don’t let linear relatives provide paid services Don’t pay for upkeep out of your own pocket. On the flip side, Self-Directed investors also […]
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March 30, 2022

Investing in a REIT with a Self Directed IRA

A Self Directed IRA is a versatile tool to invest in a REIT (Real Estate Investment Trust). With it the account holder will get tax-advantaged growth, the freedom to invest in any kind of REIT, and the ability to self-manage the account. Previously we have discussed different kinds of REITS and choosing the most appropriate Self Directed IRA account. Today we’re going to switch gears and discuss the pros […]
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March 30, 2022
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