FBF #524: Getting funding by the Self-Directed IRA -- with Scott Maurer
Real Estate Investing for Cash Flow with Kevin Bupp
Kevin Bupp
4.8 • 679 Ratings
🗓️ 9 December 2022
⏱️ 34 minutes
🧾️ Download transcript
Summary
Today's Flash Back Friday Episode is from Episode #192, which originally aired on January 2, 2019.
Without access to a high net worth individual or family office, are you out of options to syndicate real estate deals? Not quite.
In fact, Scott Maurer of Advanta IRA knows of a method to solicit funding from the untapped trillions locked away in the average American's retirement accounts; via a self-directed IRA.
In this episode, Kevin and Scott discuss the self-directed IRA as a vehicle for average investors to purchase real estate using their IRA funds; converting their traditional IRA into a structure that is allowed to invest in assets outside the confines of the stock market.
HIGHLIGHTS:
[6:58] What is Scott's Background?
[9:23] Why are self-directed IRAs rare? What can you do with one?
[15:35] Pros & Cons of investing in RE through an IRA structure.
[21:32] What's the advantages of working with Advanta?
[24:48] How to raise capital from self-directed IRA account holders.
[32:01] Closing thoughts.
Recommended Resources:
- Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club!
- If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.
- Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.
- Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.
- Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.
Transcript
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| 0:00.0 | Welcome to this week's edition of Flashback Friday. |
| 0:05.0 | It's your opportunity to get some good review by listening to episodes from the past that Kevin is handpicked to help you along your investment journey. |
| 0:13.0 | If you like to partner with Kevin and join his team at Sunrise Capital Investors, head to Invest with Sunrise.com to learn more. |
| 0:20.0 | That's Invest with Sunrise.com. Enjoy the show. |
| 0:26.4 | Our guest for this week's show is self-directed IRA expert Scott Mauer. Scott is the director of |
| 0:32.3 | business development for Advanta IRA. Advanta specializes in administering self-directed IRA and retirement accounts. |
| 0:39.9 | Scott has worked for Advanta since 2006 and is a frequent speaker and lecturer on the topic of |
| 0:44.7 | self-directed IRAs and using retirement funds to invest in real estate and other alternative assets. |
| 0:50.4 | As the business development director, Scott oversees the sales, marketing, and education staff to ensure that new clients receive proper guidance and support when establishing relationships with Advanta. |
| 1:01.0 | Scott has also worked with numerous individuals and companies to educate them on how self-directed IRAs can be used in their capital raising strategies. |
| 1:09.0 | Scott was also an attorney and a member of the Florida Bar, |
| 1:11.5 | although he does not give legal advice to Advanta clients. Now, guys, my goal during our time today |
| 1:17.2 | with Scott is not only to help you better understand the basics of self-directed IRAs and |
| 1:22.7 | investing with a self-directed IRA, but more importantly, how we real estate investors can leverage the power |
| 1:30.0 | of self-directed IRAs when raising capital for deals. Now, in my personal opinion, this really is an |
| 1:37.4 | overlooked source of capital for all you real estate syndicators out there. I know a lot of you guys are |
| 1:41.9 | raising money for, whether it be mobile home parks or multifamily or or other types of investment real estate, a lot of you are doing |
| 1:47.9 | syndications, and this is an opportunity for you. And so I'll tell you that we have numerous |
| 1:52.7 | investors in our various mobile home park investments that have leverage their self-directed |
| 1:58.2 | IRAs to partner with us on deals. And so I'm not going to try and |
| 2:02.2 | share with you statistics of how much money is really out there, because I'll probably butcher it. |
| 2:06.0 | So I'm going to let Scott speak to how much actual money is, it's truly out there just, like I said, |
... |
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