Self-Directed IRA Articles & Informational Blog

Why Can’t I Have What They Have?

August 22, 2018

Nathan Ogden

(Nathan Ogden, inspirational speaker, trainer and author of “Unfrozen,” will be this year’s Chair The Love keynote speaker! In 2001, Nathan shattered his neck in a snow skiing accident, leaving him a quadriplegic. Since his accident, Nathan has traveled the nation visiting businesses, organizations, nonprofits and schools to speak about how to conquer fears and become “unfrozen” in your day-to-day life.)

Last week I took my two youngest girls with me into the mountains of Idaho to speak with a group of middle-aged single adults near Garden Valley. I gave a really fun talk that night outside the lodge with tall pine trees in every direction I looked. It doesn’t get much better than that. The next morning I helped give some workshops on how to face our fears and quit using excuses in all aspects of our lives. My girls and I slept in a tiny old cabin with extremely squeaky bed frames that have been there for many years. I didn’t sleep very well but it wasn’t because of the cold mountain air or because the bed was so skinny I couldn’t roll over to relieve pressure on my hips. It was because every time my girls moved even a tiny bit, (which for kids is all night long) the rusting metal springs just under our sleeping bags kept screeching an annoying high-pitch that made me want to stand up, walk out the door and take my chances with the coyotes. Even though we had a great time together there was something that kept distracting me. I mean really bugging me, and it’s not the first time this is happened.

Auto-Pilot Wealth

August 21, 2018

I recently spoke with a friend who is a commercial pilot for a major carrier and was surprised to learn how little work a pilot actually does these days. No, they aren’t lazy, it is just that they have a very sophisticated tool that can make decisions more consistently and faster than a human being. This marvel is the auto-pilot. It makes air travel safer than it has ever been and continues to do so.

Wouldn’t it be great to have an auto-pilot for your income to work the same way? Instead of having to work forever, wouldn’t it be nice to set your auto-pilot at some point and know that from a financial perspective, you’ll always be able to look forward to a safe landing?

NuView Client Success Story: Work Hard and Reap the Rewards

August 16, 2018

Tom M., originally from Long Island, NY, has claimed Lake Mary, FL as his home since 2007. He has become a professional real estate investor where he serves his Central Florida clients in home buying and investing in the housing market.

Like many others, Tom was previously investing in traditional stocks, bonds and mutual funds. While his investments were still being managed, Tom was not satisfied with the results. After rolling over his 401K from a previous employer, investing it, and then watching all of his investments fall flat, he knew there had to be a more effective way to invest. Tom was unaware of the opportunities a self-directed IRA could open up for him.

“I think there’s a huge awareness problem in self-direction. If people were to just look into it further, it would sell itself. I remember hearing about self-directed IRAs in general and wanting to learn more, but it took a while for me to actually take the leap.”

Leverage Funds in Your Self-Directed IRA or Solo 401K to Buy Commercial Real Estate

August 8, 2018

Traditionally owners of self-directed IRAs or Solo 401ks have invested in real estate using just the funds in their accounts (meaning, without any financing); and the type of real estate purchased by these investors has primarily been residential (meaning a 1-4 unit property: a single-family residence, a duplex, a triplex, or a quad plex). An alternative that should be given thoughtful consideration is investing in commercial real estate (meaning an office, warehouse, or retail building which can each be single tenant or multi-tenant, or an apartment building), and this can be done using financing, which should also be given thoughtful consideration.

NuView Client Success Story: April 2018

March 28, 2018

coffee mug

Our featured client of the month, Ms. N, is a Sales Rep residing in Jacksonville, Florida. She first learned about NuView and how self-directed IRAs work while networking at Jacksonville’s Real Estate Investor’s Association event. It was the right timing as she was seeking to invest in real estate and minimizing taxes through a self-directed account was very appealing.

Ms. N joined NuView Trust as a client two years ago and first invested in various stocks, however, she explained that her preferred method of investing is in real estate and has done 3 deals so far with her NuView self-directed IRA.

“I prefer real estate because I believe it is a more stable and reliable investment than stocks. I have made $200K in profit so far from real estate.”

Private Equity Real Estate: A Better Alternative to Bonds

March 27, 2018

It’s no secret that bonds have failed to deliver compelling yields in recent years. In many parts of the world, like Japan and Sweden, yields are now negative. Due to the shortage of viable options for risk-adjusted income in the public sector, global investors are being forced to consider all options to quell the need for yield. But yield is like fashion — eventually, if the Federal Reserve continues to raise interest rates as we have observed over the past year, it will come back around.

private equity commercial real estate

NuView Client Networking Event at Dubsdread Ballroom

Thank you to all who attended our first 2018 client event at Dubsdread Ballroom on the evening of March 21st! We had a huge turnout with lots of networking and great food from Dubsdread Catering. Thank you again for all of your support and we look forward to seeing you at all our future events! Continue reading…

NuView Client Success Story: Lucrative Investing in Limited Partnerships

March 6, 2018

Scott learned about self-directed IRAs from a Broker/Dealer he works with and was attracted to the tax management benefits that can be achieved when holding non-traditional assets in an IRA.

In 2008, Scott opened up an account with another Self-Directed IRA Custodian and made an investment as a limited partner in a real estate development project. He then heard about NuView Trust at a broker/dealer investor event where one of NuView’s Representatives spoke about our company and services offered.

Scott has since done 6 investment purchases via his NuView IRA account and says that “I prefer investing in limited partnerships because I believe that I can obtain a more favorable return on investment. My accounts at NuView have outperformed the stock markets.” In addition to limited partnerships, Scott uses his NuView IRA to invest in real estate and several other alternative assets. Continue reading…

Are Private Placements (PPM’s) Riskier than Wall Street?

Let’s take a look and see what actually happens behind the curtains.

In the case of a REIT (Real Estate Investment Trust) the market makers at Wall Street are between the investor and the deal and they take a healthy premium.

They typically take heavy fees and they often have a specific time-frame from when they enter the deal to when they exit. In this case they may sell into an unfavorable market.

Many investors invest in REIT’s, life insurance companies, pension plans or other large institution type funds. These funds typically invest in real estate, apartment buildings, self-storage and other assets very similar to the assets that are in a normal private placement. Continue reading…

Investing in Agriculture with your Self-Directed IRA

March 5, 2018

One of the many alternatives available for self-directed IRA investors is agriculture. Agriculture investments can help your retirement funds grow in two ways: First, a farm produces crops, and these crops generate income when sold. In addition, the value of the land may increase over time, resulting in tax-deferred capital gains. Investing in agriculture has become more popular in the past ten years. TIAA, a Fortune 100 financial services organization and the leading retirement investor for the academic community, owned no agricultural land in 2007. Today, they have more than $8 billion worth of farmland, including investments on behalf of itself and other institutional investors.

investing in agriculture Continue reading…