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Updated 8 months ago, 05/14/2024

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Ana Maria
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Anyone ever bought an investment property through SDIRA Wealth?

Ana Maria
Posted

I am a first time real estate rental property investor. I recently saw a YT video on SDIRA wealth with Morris invest and called them. I only spoke with one person so far and they scheduled for more information gathering/ rental investment calls from them this upcoming week. The one guy I spoke with said they make money only when they sell to potential investors and they only sell new construction homes that are usually pre-leased to buyers (currently they are building in Texas state and Missouri State). Also I can start with 50K inital investment rest is financed & maintenance will be free for first few years is what he said.

I have seen some very bad reviews for the old Clayton Morris firm but not many reviews for the new Josh Gilmore (josh@sdirawealth) SDIRA wealth firm.

Has anyone done recent business (2023 or 2024) with SDIRA Wealth? Did anyone invest with SDIRA wealth in the past?

Also, I am thinking of investing into real estate via a new Self Directed Roth Solo 401K account due to tax free distributions after age 59 1/2 instead of SEP IRA, any thoughts? Thanks in advance!

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