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Using a Self directed IRA for real estate funding

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  • Avatar MVrays08 
    Participant
    Status: Physician
    Posts: 19
    Joined: 02/13/2019

    Considering investing in a syndication deal using a self-directed IRA. Has anyone done this? I understand there may be tax implications, but it may be the best way to access this particular deal from a funding allocation perspective.

    #205300 Reply
    Avatar Dont_know_mind 
    Participant
    Status: Physician
    Posts: 989
    Joined: 11/21/2017

    Have bought direct property in a self directed IRA.
    Accounting costs are more. Compliance issues more complicated. Hopefully it will be more tax efficient.

    Have never bought a syndication deal. Maybe someone has it in an IRA structure and can comment. Maybe I am wrong, but it seems to me it would not be worthwhile having less than 400k in the self directed IRA due to the extra expenses (for direct property at least).

    #205419 Reply
    The White Coat Investor The White Coat Investor 
    Keymaster
    Status: Physician
    Posts: 4612
    Joined: 05/13/2011

    I wouldn’t go through the hassle for equity. But for a debt fund where it is easy to reinvest proceeds/dividends, I think it’s a good idea.

    Site/Forum Owner, Emergency Physician, Blogger, and author of The White Coat Investor: A Doctor's Guide to Personal Finance and Investing
    Helping Those Who Wear The White Coat Get A "Fair Shake" on Wall Street since 2011

    #205490 Reply

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