SDIRA + Syndication Deal(s)

[Bill Muchow]

Wanting to move a good portion ($500-800k) of my IRA into an SDIRA to invest in a coupe of Syndication deals.

First question is, it appears there are a lot of custodians that can do this, with a ton of varying fee's - looking for guidance on a good custodian to minimize fee structure, who do you recommend?

Also, I'm very interested in Syndication deals that seasoned investors may have upcoming (Complexes and commercial). Let me first say, I am NOT interested in a first time syndicator- rather a seasoned group with a verifiable track record of performance and deal structure. Let's connect if you're raising for great IRR deals with 3-7 year horizon's.

Thanks all, Bill

[Taylor L.]

Fees are one thing - UBTI/UDFI and UBIT are another big thing to be aware of. Before you dive in, understand what they are and locate a tax professional who understands & can help you with the prep.

I have an SDIRA custodian who I have not been pleased with. I have posted the name on BP in the past but then they reached out to me, displeased. So I don't do that anymore.