Make your hard-earned retirement money work for you.
Commercial real estate can serve as a low-correlated diversification strategy to a traditional stock and bond retirement portfolio, given the asset class's historical performance as a higher-risk, higher-yield asset class. And if you’re investing in a qualified tax-sheltered retirement account, you can enjoy potential tax advantages as well.
While it is possible to invest in a publicly traded Real Estate Investment Trust (REIT) through an Individual Retirement Account (IRA) via a brokerage account, you may not have insight into the specific properties you’re investing in. In reality, you’re at the mercy of a fund manager’s discretion. So whatever property classes in whatever regions they feel like investing in, that’s what you’re getting. That’s where iintoo comes in!
With iintoo, you can use retirement funds from your Self-Directed IRA (SDIRA) to invest in real estate with your hard-earned money.
Retirement Benefits
When you self-direct your retirement funds to commercial real estate investments with iintoo you’ll enjoy several benefits.
Equity Protection on Your Investment
Backed by an affiliate of the Everest Re Group, Ltd. (NYSE: RE), if you invest in our epiic fund you’ll receive equity protection* on your investment.
Handpicked & Monitored
The iintoo analysis team reviews hundreds of assets but only selects a handful that meet our standards. But we don’t stop there. After funding, we continue to monitor performance to ensure your investment and the sponsor leading the project are doing their job.
Tax-Advantaged Account
If you use a qualified tax-advantaged account, you’ll be able to defer taxes owed on any potential gains and dividends. Plus, you’ll be able to use any gains to re-invest back into your holdings.
Diversification
A well-balanced portfolio holds a mix of asset classes. Adding commercial real estate to a collection of stocks and bonds can help add more market variables to further diversify your portfolio.
How to start investing in a Commercial Real Estate through your IRA
You don’t have to be a Wall Street wiz to open up an account with iintoo and begin the process of self-directing your retirement funds into commercial real estate. Once you reach out to us, we’ll help walk you through a few simple steps.
Open an iintoo account
Choose your investment
Direct funds
Once you’re ready, you’ll direct your custodian as to how you want to invest your funds with iintoo. They’ll then process your investment with us. We’ll make any income and principal repayments to the custodial account.
Review & reinvest
For any exit funds you receive, you can reinvest them into new investments. Throughout the life of your investments, both you and the custodian will receive ongoing reports so you can always keep track of investments in real-time through our online platform.
Get more diversification for your retirement portfolio
If you’d rather diversify into one fund with a mix of different commercial real estate asset classes handpicked by our expert team, you can do that too. With our epiic fund, you can gain direct access to premium real estate investment opportunities with equity protection*.
*There are risks associated with investing and principal loss is possible. Certain restrictions and limitations apply. Refer to our full disclaimer.