Many real estate sponsors overlook retirement accounts as a source of capital because they assume the process is complicated or require specialized expertise. In this webinar, we’ll show how investors can use self-directed retirement accounts—including Traditional and Roth IRAs, SEP and SIMPLE IRAs, and HSAs—to invest in private real estate opportunities.
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Unlock a powerful pool of capital and confidently raise funds from retirement investors.
Attendees will learn how these accounts work, how to accept them in their offerings, and how a custodian like Equity Trust helps handle the complexity. The goal is to help sponsors unlock a powerful pool of capital and confidently raise funds from retirement investors.
Learn how investors use accounts like Traditional and Roth IRAs, SEP and SIMPLE IRAs, and HSAs to invest in real estate deals.
Tap into retirement funds that many sponsors overlook when raising capital.
Learn how these types of investments work in syndications and funds and what sponsors need to know to accept them.
Learn how to get started quickly and position your offerings to attract retirement investors.
Kelsey Dineen is a Director at Equity Trust and has been with the firm since 2010. She partners with fund managers and asset sponsors to facilitate IRA investments in alternative assets, providing tailored solutions that support both sponsors and their investors. Kelsey is a Certified IRA Services Professional (CISP) and is committed to delivering the highest level of service in the industry.
Matt Calhoun is a Director at Equity Trust with over 13 years of experience in the alternative investment space. He works closely with fund managers and real estate asset sponsors to help them understand and leverage IRA capital as part of their capital raising strategies. Matt is also a frequent speaker at industry conferences, where he educates sponsors on the benefits of incorporating retirement investors into their offerings.
