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Updated over 3 years ago on . Most recent reply
Private REIT in Self Directed Roth IRA Avoids Taxes?
I'm considering investing in two private REITs within a self directed Roth IRA. The specific funds are DLP Lending Fund and DLP Housing Fund. They invest in 1st position real estate investment loans and direct real estate ownership respectively. I am unable to find any definitive information on if either fund would generate UBTI, UDTI, or any other tax. My accountant is uncertain. My understanding is the REIT structure within a self directed Roth IRA avoids these taxes, but I would like to find a reference or professional to confirm this. Can anyone point me in the right direction? Thank you.