Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.

Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.

Save time accessing your account information by registering for online access here. It’s fast, secure, and convenient!

Give the gift of investing and get rewarded! Spread the word to friends and family! When they open a Forge Trust account, you’ll both be eligible for a choice of a $100 Amazon or VISA gift card. Refer now.

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Use the notification and guidance messages in your Forge Trust Customer Portal to make maintaining asset valuations and your Self-Directed IRA easier.

Reminder: Visit our Contact Us and Forms pages for our updated address and deposit instructions for Tri-Counties Bank. Notify any third parties who make payments to your IRA of these changes.

Save time accessing your account information by registering for online access here. It’s fast, secure, and convenient!

Give the gift of investing and get rewarded! Spread the word to friends and family! When they open a Forge Trust account, you’ll both be eligible for a choice of a $100 Amazon or VISA gift card. Refer now.

A Deep Dive Into Real Estate Structures And Practical Applications For A Self-Directed IRA

Tuesday, June 15, 2021 9:30 am PT

Our Panelists

Brian Dally
Brian Dally
Co-founder, Director and CEO
Groundfloor
Daniel Kalenov
Daniel Kalenov
Founder and Principal Fund Manager
Diversus Fund
Ned Montenecourt
Ned Montenecourt
Senior Vice President, Chief Compliance and Risk Officer
Phoenix American

Quick Clips

Quick Clip Share a little about Groundfloor and why you started the company?
Quick Clip Share a little about Diversus Fund and what you saw that people might be interested in?
Quick Clip Tell us about Phoenix American.
Quick Clip There are a lot of real estate platforms, how would you say GROUNDFLOOR is different?
Quick Clip What role does a fund administrator play in the alternative ecosystem?
Quick Clip How do fund administrators connect the dots between onboarding, sponsors, custodians and retail investors?
Quick Clip Why do you consider yourself bullish on the opposing ends of the socio-economic spectrum as to the future of real estate investing?
Quick Clip Talk about the investor side of the marketplace, what average investments look like, and would you mind sharing some detail about how Groundfloor vets and structures loans?
Quick Clip When you invest in an offshore company what is typically the structure of the investment?
Quick Clip What are the top one or two questions people should ask early in the interview process of a fund manager, but rarely ever do?
Quick Clip How do you think the relationships should be between the sponsor and the custodian?
Quick Clip Tell us about historical performance of the platform and the kind of returns investors can expect or have seen in the past?
Quick Clip What’s the breakdown between taxable and non-taxable equity raises from what you’re seeing at this point?
Quick Clip Are accreted investor qualifications loosening or lowering?
Quick Clip Can I instruct Forge to invest a portion of my Traditional IRA in Groundfloor?

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