Strategy Groups

For investors already comfortable with the basics, this session explores more advanced ways to structure real estate investments inside a self-directed IRA. We will discuss partner structures, financing considerations, managing deal risk, and how experienced investors approach larger or more complex opportunities. This is a great session for clients who want to deepen their strategy and think more intentionally about how real estate fits into their long-term retirement plan.

Private lending continues to grow in popularity among self-directed investors. This session explains how to structure loans correctly, evaluate collateral, understand servicing, avoid common mistakes, and protect your IRA from unnecessary risk.