All Forum Posts by: Brett Synicky

 Brett,

Thanks for your note. My apologies for the confusion. I currently have two Limited Partnership investments that Bank Regulators at a Banks Trust department that I have other assets with, are instructing those two LP's to be moved to another Custodian. I don't want to pay a lot in fees for these two Line Item investments that must be custodied somewhere. As I mentioned, there is no income on a yearly basis, and I'M hopeful for a lump sum payment to be paid in the future to this IRA, i.e. for each line item LP. Do you know of a Custodian that will do this for my IRA, without charging significant custody fees? TY again, Sam

I am currently in the process of rolling over $30k from my Roth IRA into a SDIRA with Equity Trust (custodian). I have never invested in Real Estate but I have been wanting to for years and feel that investing in a syndication with my SDIRA could be a good way to get my feet wet. Anything in particular I should look out for? How should I go about calculating things like UBIT? Would it be better to invest in a debt fund/ notes? Any/all insights greatly appreciated!

P.S - My day job is with a Real Estate Investment Management software provider and I talk to GPs all day so there is no shortage of deal exposure on my end... I'd like to leverage these relationships if possible. 

Hi,

I am looking for lenders who would finance non recourse loan for buying single family rentals as i plan to use self directed IRA funds for downpayment. Any recommendations.

I would like to move some of my retirement money to a SDIRA account. I have about $25K in Roth and $80K in traditional. Is Roth or traditional better to move? I know the market is starting to drop and wondering if it is even the right time to move. Thanks in advance!

Hey everyone,

I'm looking to learn how investors raise private capital from Self-Directed IRAs (SDIRAs) or HSAs for real estate deals. I know custodians like Equity Trust, Quest Trust, and Advanta IRA allow this, but I'd love insights from those who've done it.

- Best way to approach potential lenders?

- Key things to present the opportunity properly?

- Common hurdles when working with SDIRA lenders?

- Any recommended books, courses, or experts to learn from?

I’m raising funds for new construction projects and want to fully understand the process before talking to lenders. If you’ve structured deals this way, I’d love to connect. Appreciate any insights!

@Brett Synicky Thanks for providing these links. I probably did not make my situation clear as I am just starting to learn the lingo. I'm retired, and have rolled most of my 401K assets over to IRA's, but those IRA's are not performing. I'm going to ask my finance guys if any of them are setup as self-directed, but I doubt it. I'm not really interested in cash flow. I'm interested in capital appreciation. Can someone tell me what the options are for that?

Thanks Philip. If I am forming an LLC to be the lending entity, and the members of the LLC will be my Solo 401k Trust and a SMLCC I already own (since I do not have enough funds in my 401k alone to fund the loan), are you saying using personal funds to setup the new LLC and associated loan docs must be paid by the 401k?