How it works
Learn. Open. Fund. Invest. Operate.
A clear, five-step path from retirement saver to real-estate-capable investor, with live support and status you can see.
Step 01 · Learn
Learn
Understand which account is best for you, from 7 account types that are available.
Step 02 · Open
Open
A retirement specialist will hold your hand as you get your first account established.
Step 03 · Fund
Fund
Transfer or roll over funds from an old 401(k) or IRA. We organize the paperwork and routing.
Step 04 · Invest
Invest
You choose the deal; we process the transaction workflow.
Step 05 · Operate
Operate
Track incoming payments and outgoing expenses with the most up-to-date client portal.
Role boundaries: Only Real Estate IRA provides administrative approval and front-line support, with custodial oversight on transaction processing and tax reporting. We do not recommend or approve investments.
Ready to take the first step?
Check your eligibility, or talk to a person who speaks real estate and the rules.