Access institutional-quality private real estate investments through eligible self-directed retirement accounts.
Investments may grow on a tax-deferred basis, allowing capital to remain invested longer.
Certain retirement account structures may provide tax-free qualified distributions.
Diversify beyond traditional stocks, bonds, and mutual funds through private real estate investments.
CORELINE Capital does not provide tax, legal, or custodial advice. Investors should consult their own advisors regarding retirement account eligibility and suitability
Eligible self-directed retirement accounts can provide access to private real estate investments through a straightforward process involving account setup, custodian coordination, investment selection, and ongoing account administration.
Many retirement account structures may be eligible to invest in private real estate opportunities.
The providers below are commonly used by investors seeking access to alternative investments through self-directed retirement accounts.
Equity Institutional Services, an Equity Trust Company is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges, and private fund custody services. In business for 50 years, Equity Trust Company prides itself on being the most responsive company in the industry by providing personal service representatives to each client and driving efficient operations across the firm.
Unlock the potential of your retirement funds with the originators of self-directed investing. Entrust operates from a client-first approach, offering responsive customer service and industry-leading client education. Plus, the Entrust Client Portal sets industry standards, simplifying account management and providing clients with a seamless navigation experience.
Rocket Dollar was founded in 2018 with the belief that retirement is changing. They believe that people should not be limited in their investment options as they work towards the retirement they envision for themselves. Their here to make it safe, simple, and fast for people to take control of their retirement savings. IRA Capital Group
Directed IRA makes investing in alternative assets within your IRA simple and accessible. We put you in control of your IRA so you can decide how your IRA gets invested—whether that’s real estate, small business, private funds, and more. Self-directing your IRA or 401(k) has never been easier.
CORELINE Capital does not endorse any specific custodian and receives no compensation unless otherwise disclosed.
Many self-directed retirement accounts may be eligible to invest in private real estate offerings, including Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and certain rollover retirement accounts. Investors should confirm eligibility with their custodian and tax advisor.
Yes. Traditional brokerage accounts generally do not permit direct investments into private real estate funds. Investors typically need a self-directed IRA or other eligible self-directed retirement account administered by an approved custodian.
In many cases, yes. Existing retirement accounts may be rolled over or transferred into a self-directed IRA without triggering taxes or penalties when completed properly.
Depending on the account type, retirement investors may benefit from tax-deferred growth, tax-free qualified withdrawals, or other tax advantages.
Minimum investment amounts vary by offering and are disclosed in the applicable offering documents.
Yes. Many investors choose to invest through Roth IRAs because qualified future gains and distributions may be tax-free.
Distributions are generally paid directly to the retirement account custodian for the benefit of the account owner.
The right custodian depends on your account type, investment objectives, fee preferences, and desired level of support.
Qualified advisors may assist clients in evaluating investment opportunities, subject to applicable regulatory requirements and custodian guidelines.
No. Tax benefits depend on account type, investment performance, individual circumstances, and applicable laws.
Learn how eligible retirement accounts may be used to access private real estate investment opportunities.
Retirement account investments involve risk and may not be suitable for all investors. Investment performance is not guaranteed. CORELINE Capital does not provide tax, legal, accounting, or custodial advice. Investors should consult qualified advisors regarding retirement account eligibility, tax consequences, and investment suitability before making any investment decision.
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