Investment Funds
In short
Real estate syndications, private funds, crowdfunding offerings, and non-traded REITs, open the door to deals and diversification that would be hard to reach on your own. Your self-directed plan can invest directly as a limited partner or fund investor, gaining access to professionally managed opportunities. This hub covers how these structures work and what to evaluate before committing plan funds.
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The case for fund investing
Fund investing gives a retirement plan a proportional share of institutional-scale private assets that someone else operates full time. Your plan wires capital, holds a passive interest, and receives its share of income and appreciation without ...
Read articleTypes of fund investments
Fund investing covers three structurally distinct paths into passive ownership, and they don't all point at the same asset class. A real estate syndication puts your plan's capital behind a single, reviewable property. A multi-asset fund pools ...
Read articleVetting a fund sponsor
Sponsor selection determines the outcome of a fund investment more than the underlying assets or the projected returns. As a limited partner or fund investor, your plan has no operational input once capital is committed, which means you are investing ...
Read articleReal estate syndications
A real estate syndication lets your plan own a limited partner interest in institutional-scale property, sourced, financed, and operated by a professional sponsor, without your plan taking on any operational role. Because a limited partner's ...
Crowdfunding and investment platforms
A crowdfunding platform is an access channel, not a different asset class. The syndications, note funds, and multi-asset funds available through a platform are largely the same deals covered elsewhere in this cluster; what actually changes deal to ...
When fund investments trigger UBIT
A fund investment generates Unrelated Business Income Tax through one of two mechanisms: debt used at the fund level, or active business income passed through to your plan. Knowing which one applies to a specific offering matters more than the asset ...
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