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Account type for private RE investing

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  • Account type for private RE investing

    Hello,

    I hope everyone is doing well.

    I just wanted to see people's thoughts on a general consensus for account type (where the money is coming from) when investing in RE syndications/funds?

    I figure it would be best from a taxable brokerage account given the RE tax benefits. If so, would any brokerage work?

    I know there a certain situations where a self-directed 401k or IRA (traditional or Roth) may be more optimal. I would be interested to hear people's rationales on either option.

    Thanks!

  • #2
    If you're talking about investing in a private placement, then there is no "account" needed. You're just going to have to wire the cash or cut a check to the sponsor/fund/etc. You can also invest in these vehicles through a SD 401/IRA if so inclined, although depending on the exact investment you're looking at, it may not make much sense to put funds in a tax efficient investment in a tax deferred/free account.

    You certainly don't need anything other than a bank account to contribute the capital for a private syndication or fund though.

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    • #3
      We work with many investors who invest solo 401K or self directed IRA into our deals. You can also easily submit payment through ACH.

      Best,
      Ryan
      RE investor/advisor
      Real Estate Investment Advisor
      FixedIncomeMd.com

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