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Updated about 9 years ago on . Most recent reply

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1
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Barry Zimmerman
  • Investor
  • Bellevue, WA
1
Votes |
1
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Investor seeking diversification for retirement

Barry Zimmerman
  • Investor
  • Bellevue, WA
Posted

Hello everyone - 

I'm nearly retired and looking seriously at real-estate to diversify some retirement funds out of the traditional financial markets by using Self Directed IRA(s). Buy and Hold / passive income property investments are my interest as these pass muster with the IRS when done right. Hot buttons are not atypical: good property appreciation potential, solid rental market, and access to reliable management firms. For SDIRA investing, availability of non-recourse financing (and deals that qualify) is key.

I've been in contact with Home Union and Growth Equity Group wholesaler / packagers, who provide value to folks like me, but still evaluating the true costs and risks of what they provide.  

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