Leverage Your IRA To Buy and Sell Real Estate

 

 

 

 

 

 

 

 

 

“You can’t negotiate fact”

Anonymous

 

By William Gibney   Published: 5/10/2012

Tired of watching the high rollers hit the real estate jackpot? Just because you’re cash poor doesn’t mean you can’t play the game. In fact, your own Individual Retirement Account, invested in real estate, can potentially build wealth for your retirement faster than the most lucrative investments on Wall Street. Because the income and gains flow back into your IRA tax-free, even a small IRA, structured as a selfdirected IRA LLC, can unlock the door to a sizable real estate portfolio.

IRA PARTNERSHIPS

If your IRA isn’t large enough to purchase a bargain basement deal on your own, you don’t have to go it alone. An IRA can partner with other investors, with other IRAs, or even with the IRA holder’s personal funds to purchase an asset. A husband and wife, for example, could pool their IRAs and buy a rental property together, and split the ownership according to the amount each contributed. Two or more people could form a partnership and buy an expensive office building, eachpurchasing fractional shares of the property. In this case, the IRA might purchase fifty percent of the building and the partners would purchase the balance. All income and expenses would then be divided based on the percentage of ownership.

BORROWING MONEY THROUGH YOUR IRA

Perhaps you don’t want to take on partners but need additional capital to purchase a property. If your IRA has at least 30%-40% of the purchase price, it should be able to secure a non-recourse loan for the balance. Because your IRA—not you personally–is the borrower, the lender cannot rely on your personal assets as collateral. In the event of default, the lender’s only recourse would be the property–not you or the balance of your IRA funds. But as long as you’re buying at fire-sale prices and the investment property yields a positive cash flow, your retirement savings could provide a cost-effective bridge to financial independence.

LENDING MONEY THROUGH YOUR IRA

Your IRA can also lend funds to people unable to secure loans through banks and mortgage companies. As the foreclosure rate continues to grow and financing opportunities dwindle, many people are willing to pay interest rates of 10%-15% or more for short-term loans. The majority of these loans are related to real estate, but lots of small business owners are also willing to pay hefty rates to keep their livelihoods afloat until the economy turns around.

SETTING UP THE LLC

Self-directed IRA LLCs offer innovative options for building a retirement nest egg, but make sure you have a good attorney and a reputable custodian to set up your self-directed IRA. Your attorney will establish the LLC, including filing and publication of Articles of Organization, and draft the operating agreement. The operating agreement is a key part of the set-up, and will be required for a custodian to accept your account. This document must contain very specific tax language and management provisions not found in standard LLC operating agreements. Your existing IRA account will be rolled over into a new LLC bank account and you, as manager of the LLC, will then have check-book control to invest in not only real estate, but also tax liens, loans, precious metals, stocks and bonds, businesses, and the list goes on and on. The only investments not considered permissible under the Internal Revenue Code are life insurance and collectibles.

 

a little about me and my expertise – video

                    

LAND SPECIALIST – LAND EXPERT – INVESTMENT BROKER – ARIZONA

https://www.youtube.com/watch?v=PPs3kpKR4nY

 

http://en.wikipedia.org/wiki/Timeline_of_Phoenix,_Arizona_history

 

http://en.wikipedia.org/wiki/Phoenix,_Arizona

 

 

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Feel free to contact Walter regarding any of these stories, the current market, distressed commercial real estate opportunities and needs, your property or your Investment Needs for Comercial Investment Properties in Phoenix.

 

 

View my listings and my profile at:

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Walter Unger CCIM, CCSS, CCLS

I am a successful Commercial Investment Real Estate Broker in Arizona now for 15 years and I worked with banks and their commercial REO properties for 3 years. I am also a commercial landspecialist in Phoenix and a Landspecialist in Arizona.

 

WHETHER YOU LEASE OR OWN

NOW IS THE TIME FOR YOU TO EXPAND, UPGRADE OR INVEST.

 

we are at on the a rise of the cycle in Commercial Real Estate.  so there is only one way and it’s called we are going up and now is the time for you to expand, upgrade or invest in Commercial Properties in Phoenix.  The prices on deals I may get you will not be around forever.

 

WAITING TO SELL YOUR LAND ? TIMES CHANGE / IT’S TIME

  We barely could give land away the last few years, but times are changing.  Even in those meager years, I sold more land across the state than most other brokers. Before the real estate crash I was a land specialist in Arizona with millions of dollars of transactions, but then I had to change and also sell other commercial investment properties, which was fun, but I am a Commercial Landspecialist in Arizonal, a Commercial Land Specialist in Phoenix and love to sell land, one acre to thousands of acres.

 

If you have any questions about Commercial Investment Properties in Phoenix or Commercial Investment Properties in Arizona,  I will gladly sit down with you and share my expertise and my professional opinion in Commercial Properties in Phoenix or Commercial Properties in Arizona with you.Obviously I am also in this to make money, but it could be a win-win situation for all of us. 

 

Please reply by e-mail walterunger@ccim.net or call me 520-975-5207 (cell)  602-778-5110 (office direct).

 

www.Walter-Unger.com

 

 

 

Thank You

Walter

 

Walter Unger CCIM

Associate Broker

Kasten Long Commercial

2821 E. Camelback Road, Suite 600

Phoenix, AZ 85016

Cell:      520-975-5207

Direct:   602-759-1202

Office :  602-445-4141

Fax:      602-445-4188

walterunger@ccim.net

 

Delivering the New Standard of Excellence in Commercial Real Estate 

 

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www.KLCommercialGroup.com

 

 

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