Investing

Investing in Private Companies Via Your Self-Directed IRA

July 12, 2017

Looking for a hot stock deal? Insider trading is a no-no, and getting first crack at an initial public offering is impossible unless you are super-rich and well-connected. Yet there is a way to get the jump on the general public when it comes to owning shares in the next big company: they’re called private placements.

A private placement is the issuance of restricted securities sold privately. These securities, usually in the form of shares, warrants or debt instruments, are exempt from registration with the Securities and Exchange Commission and cannot be issued on the open market. Issuers usually complete a Regulation A or Regulation D filing with the SEC to secure an exemption from registration. Continue reading…

Top 5 Misconceptions about Investor Home Inspections

May 31, 2017

home inspection misconceptiond

A home is one of the biggest investments that many people make during their lifetime. You make these every month or more often. For this reason, investors need to ensure that their homes remain in good condition for a long time if you are a buy and hold investor or that they can sell quickly as a flipper for the budget your set. One of the many tools investors can utilize to maintain their investment or protect themselves is the home inspection. Here are five common investor home inspection misconceptions that should help you appreciate home inspection.

Alternative Investments Provide Many Options for Self-Directed IRAs

April 28, 2017

Authored by Tracy Stein – CEO & President of Prime Pinnacle Investments

The world of alternative investments was once a sleepy province populated by institutional investors making modest investments in start-ups and smaller companies. Today, the alternative investment landscape encompasses global markets in a variety of asset classes and thousands of investment firms managing trillions of dollars across the globe.

Self-directed IRAs provide an opportunity for investors to invest in alternative assets, either directly or through managed funds. When the assets are private – that is, not registered with the SEC – ownership might be limited to accredited (i.e., wealthy) investors. Purchasing individual assets or shares in alternative-asset funds offers IRA owners several benefits, including: Continue reading…

Private Lenders and Note Investors: 3 Tips from an Industry Radical

April 26, 2017

Written by: Doug Smith, Portfolio Manager – Castle Rock Capital Management

For more than 25 years, I’ve had the pleasure of working with some of the best credit minds in the country. I’ve also had the painful experience of watching scores of private lenders and note buyers with no formal credit background whatsoever make fatal mistakes when underwriting private loans and notes for purchase. Making private loans or buying performing and non-performing loans can be a very fruitful and worthwhile proposition, but many lenders and investors don’t follow sound underwriting principals when making a decision about purchasing or originating a loan. Continue reading…

The Bauman Letter | Real Estate: The Real Secret of Self-Directed IRAs

April 25, 2017

The most recent Bauman Letter focused on real estate and the secrets of self-directed IRAs mentioning NuView IRA as their preferred self-directed IRA service provider. The May 2017 publication is choked-full of valuable information about self-directing your IRA. It’s definitely a great read for novice and experienced investors alike.

Ted Bauman is the editor of the Bauman Letter, a newsletter that’s brimming with up-to-the-minute asset protection strategies, tips on buying and investing in real estate abroad, and retirement and residency secrets in American-friendly countries around the globe.

19 Fatal Investor Mistakes – Part 3

April 24, 2017

Did you miss Part 1 and Part 2 of this article?

Click the links before proceeding to Part 3 of Common Investment Mistakes.

13) Do you charge application fees to potential tenants?

You can’t allow this question to be a deal breaker when you’re shopping; unfortunately, the overwhelming majority of turnkey outfits are going to answer “yes” because application fees are a huge profit center for management companies. If you’re lucky enough to stumble across a management company that absorbs the cost of applications, you’ve found a good one. Continue reading…

19 Fatal Investor Mistakes – Part 2

March 27, 2017

You can read Part 1 here: 19 Fatal Investor Mistakes

6) Since I can’t get a 30-year mortgage on the un-renovated property you’re selling, I’ll have to borrow money from a private lender and then do a second closing once the property is habitable. What are the pros and cons of this type of transaction versus buying a property that is already renovated and cash flowing?

I’ll admit that this is a loaded question because there’s hardly any comparison between the two options. Without a doubt one of the biggest ways new or out of town investors get in trouble is by purchasing a vacant, distressed property based on the seller’s opinions of the following: Continue reading…

A Self-Directed IRA Success Story

March 1, 2017

A Local Builder Builds His IRA – His Way

Our success story today comes from a custom builder in his 50’s residing in Lake County, Florida. Chuck (the client is real, his name is not), has owned his own business for 25 years and heard about NuView IRA when he met NuView’s CEO, Glen, at a networking event. Chuck was asked to provide a quote for a home remodeling job at Glen’s residence and later they got to chatting about self-directed retirement accounts. Continue reading…

19 Fatal Investor Mistakes

…and the Due Diligence Questions You Should Be Asking to Avoid Them.

For the first time real estate investor seeking the path to wealth, there is an overwhelming world of options out there. Stories of sudden riches from overnight successes, horror stories of people losing their shirts, and real estate gurus contradicting each other abound. To further complicate matters, real estate is an industry with constantly changing regulations, rules, rental rates, and property values. Continue reading…

Self-Directed IRA Client Success Story: Russ K.

February 28, 2017

Russ is a Business Turn-Around Consultant residing in Central Florida. After hearing about NuView IRA from HIS Capital, Russ decided to start self-directing his retirement funds when his IRA tanked during the great recession in 2008.

Russ first set up his account to manage his stock trades within the IRA and gain access to and more control over a wider variety of stock and mutual funds. Years later, after realizing he could invest in alternative assets other than stock and bonds, Russ made his first self-directed real estate investment in January 2016. Continue reading…