Private Placements
4 articles
How do I invest in real estate syndications?
Investing in real estate syndications is a straightforward process, well suited to self-directed retirement plans. Syndications are among the most plan-friendly alternative investments available: they are passive by nature, professionally managed, ...
Can I invest in private equity or startups?
Yes. A self-directed IRA or Solo 401(k) can invest in privately held companies, including startups, established private businesses, and private equity funds. Your plan purchases membership units, partnership interests, or shares in exchange for ...
How do I complete a subscription agreement?
Subscription agreements vary in format across sponsors and deal types, but follow a consistent structure. The core task is the same in every case: your plan entity is the investor, you are the authorized signer, and all representations about investor ...
Can my plan invest in crowdfunds?
Yes. Real estate crowdfunds, note funds, private equity funds, and similar pooled investment platforms are all accessible to self-directed IRAs and Solo 401(k) plans. The mechanics are straightforward: the plan entity opens an account on the platform ...