Passive By Design Podcast – How to Use Your IRA to Invest in Real Estate

What if the money you need to start investing in multifamily real estate is already sitting in an old retirement account? In this episode of Passive by Design, Victoria sits down with Larissa Greene from Advanta IRA to talk about one of the most overlooked strategies in passive investing: using self-directed retirement accounts to invest in real estate syndications. Many investors assume their IRA or old 401(k) can only be invested in stocks and mutual funds. But for the right investor, self-directed accounts can open the door to passive real estate investing and diversification outside the traditional market. In this conversation, we break down: What a self-directed IRA actually is Which retirement accounts can typically be used How the rollover process works Why self-directed IRAs pair well with passive multifamily investments Common misconceptions and mistakes to avoid What investors should know before getting started For many people, this is one of those “wait… I can do that?” moments. As always, we encourage listeners to consult with their own financial or tax professionals to determine whether this strategy is appropriate for their individual situation.

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 I have known Scott for almost 30 years and I’ve always admired his work ethic and values. I don’t have the time or talent to seriously take on real estate investments on my own. Having the ability to seriously invest in real estate without dealing with the challenges of ownership is a perfect balance for our family. With Scott and his team at the helm, we are confident that our investments are in the right hands.

phil d.

Chief Warrant Officer, United States Coast Guard