Your retirement account, built for real estate.
Use eligible retirement funds for real estate, with education, process clarity, and compliance-focused support. Built for W-2 employees, business owners, and investors.
Your account, in plain sight
Built for real estate investors.
No crypto, no metals, no noise.
Guardrails visible before you invest.
You have retirement money. You want real estate. We help you get there.
You don't need to be an expert. If you have retirement capital and questions, find yourself below.
Talk to a real estate IRA specialist.
Book a free 15-minute call. We answer your questions, help you choose the right account, and walk you through the process.
W-2 employee
Old 401(k), IRA rollover, or accumulated savings.
"My retirement money is stuck in Wall Street products. Can it own real estate?"
Business owner
Tax optimization, control, and assets you understand.
"How do I build retirement wealth with real estate without crossing tax lines?"
High-income professional
Diversification and confidence before the first step.
"I like real estate, but I need a simple process and guardrails."
New real estate investor
Education before action.
"I don't know what's allowed, what documents I need, or where to start."
Existing investor
Faster, clearer IRA execution.
"I understand real estate; I need IRA execution that doesn't slow me down."
From confused retirement saver to real-estate-capable investor.
Open your Real Estate IRA.
Start your account online in minutes, or book a new account call and we set it up together.
Can my retirement money invest in real estate?
The first question everyone has.
Yes. We explain account types, rollovers and transfers, allowed real estate assets, and the required review steps.
You understand that real estate can become part of your retirement plan.
Will I get in trouble with the IRS?
The fear that stops people.
We show prohibited-transaction guardrails, disqualified-person screening, UBIT/UDFI education, and clear role boundaries.
You know the core risk zones before submitting documents.
Where do I start?
A maze becomes a path.
A visible five-step process: Learn → Open → Fund → Invest → Operate.
You see a step-by-step process instead of guesswork.
Who helps me get it done?
You're not alone in it.
Live support, intake support, document organization, status visibility, and custodial routing.
You move from idea to funded account without guessing.
Five steps. Every one of them visible.
The whole process, start to finish, with status you can see.
Learn
Understand which account is best for you, from 7 account types that are available.
Open
A retirement specialist will hold your hand as you get your first account established.
Fund
Transfer or roll over existing retirement funds. We handle paperwork.
Invest
Submit your real-estate investment. You decide it; we process it.
Operate
Track incoming payments and outgoing expenses with the most up-to-date client portal.
Real estate, and the whole capital stack around it.
If it isn't real estate, we don't do it. That focus is the point.
Direct Property
Residential and commercial rentals, flips, and buy-and-hold.
Wholesaling, Options & Subject-To
Assignments, option contracts, and subject-to deals.
Notes, Private Lending & Wraps
Promissory notes, private loans secured by property, and wrap mortgages.
Real Estate Funds & Syndications
Private funds and sponsor-led syndications that accept IRA capital.
Tax Deeds, Liens & Auctions
Tax deeds, liens, certificates, and auction purchases.
Physical Land & Mineral Rights
Raw and entitled land, plus mineral and royalty rights.
Contracts & Joint Ventures
Real estate contracts and joint-venture partnerships.
Real Estate LLCs
Checkbook LLCs and approved real-estate entities.
Sophisticated investors have always paid attention to account structure.
The headlines about large retirement accounts share one lesson: structure matters, the account type, the assets, the parties, the valuations, and the tax rules can change long-term outcomes. Our focus isn't startup stock or loopholes. It's real estate, and making the account, process, documents, and guardrails understandable for normal investors.
Educational framing only. Tax-advantaged accounts can be powerful when structured correctly; outcomes depend on account type, transaction facts, and IRS rules. We do not promise tax-free wealth, guaranteed returns, or investment approval.
Fees you can read in ten seconds. FLAT · NOT % OF ASSETS
No download, no sales call. Your fee doesn't grow just because your account does.
Operators who live in the Rule to Keep Investors' Money Safe
Compliance discipline and self-directed-IRA fluency, from day one.
Ken Rice
- Two decades of legal and governance leadership in regulated industries
- Background in legal services, cash logistics, and complex commercial transactions
- Focus on trust, controls, and accuracy where they are non-negotiable
- Builds a process-first culture that protects customer records and retirement capital
- Executive MBA, Yale School of Management
- J.D., South Texas College of Law
Derreck Long, CISP
- Financial services executive with deep Self-Directed IRA and alternative-investment experience
- Former Vice President of a financial institution; founded and successfully sold his own financial company
- Testified before Congress on the SECURE Act and SECURE Act 2.0
- U.S. Army veteran
- Alumnus of Northern Arizona University