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.

How To Finance An IRA Real Estate Investment And Understanding Taxes

Tuesday, May 18, 2021 9:30 am PT

Our Panelists

Martin Saenz
Martin Saenz
Managing Partner
BeQuest Funds
James Brunger
James Brunger
Exeutive Vice President
Capital Square

Quick Clips

Quick Clip I hear from investors almost everyday “I have a self-directed IRA over at Fidelity or Schwab, can I just use that?”
Quick Clip Why are non-traded alternative real estate investments typically a viable option for generating income?
Quick Clip How important is it to understand the dynamics of the local economy or region when investing in various real estate products?
Quick Clip Explain the secondary mortgage market, what that is and how it works?
Quick Clip Why does the 1031 exchange exist?
Quick Clip Many investors tend to favor real estate due to the income nature of the asset. How are you able to potentially ensure distributions?
Quick Clip Explain the advantages of a fund versus an individual deal?
Quick Clip What are the advantages/disadvantages of a public REIT versus a private development or fund opportunity?
Quick Clip There’s been discussion from the current administration of eliminating the 1031 exchange on certain transactions. Does this have teeth or is this just posturing?
Quick Clip What are your thoughts on the proposal to eliminate the step-up in cost basis for inherited properties?
Quick Clip What key metrics should you evaluate to determine a sponsor’s track record or experience?
Quick Clip Liquidity is always a concern and fees. How do you address both of those?
Quick Clip Why should investors consider holding non-traded real estate investments specifically in an IRA, what are some of the tax considerations?
Quick Clip How do I find more assets like BeQuest and Capital Square as an individual investor?
Quick Clip What if an investor needs to exit either fund after initial lock-in expires?
Quick Clip What real estate investment vehicles are best for the average investor?

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