Your retirement account can own real estate too.
Many investors have more in an old 401(k) or IRA than in the bank. With a self directed account, those same dollars can invest in apartment communities alongside us and keep growing inside the retirement account.
Retirement dollars, working in real assets.
Most retirement money sits in funds people never chose. A self directed account lets you decide where it goes.
Own something real
Apartment communities where families live, instead of a ticker symbol you will never visit.
Put idle dollars to work
Money sitting in an old 401(k) or IRA can invest alongside us without coming out of the retirement account.
Keep the tax advantages
Distributions and gains flow back into the account, where they can be reinvested for the long haul.
Stay in control
You direct the account. The custodian holds it and handles the paperwork, with a real person to help.
Meet Joel Landon.
Chief Business Development Officer, Heritage IRA
Joel is our partner for getting Starting Point Capital investors set up. He walks you through opening a self directed IRA or Solo 401(k), moving funds from your current account, and getting everything ready to invest.
- Roll over a 401(k) from a previous employer
- Move an existing IRA or Roth IRA to a self directed account
- Open a Solo 401(k) if you are self employed
- Invest in alternatives like multifamily real estate and private funds
- Get help at every step from Joel and the Heritage team
Three steps to invest with retirement dollars.
- 01
Talk with Jeremy
A short call to see whether a current opportunity fits your goals and your retirement timeline.
Book a call - 02
Get set up with Joel
Start your Heritage IRA application. Joel helps you open the account and move funds from your existing 401(k) or IRA.
Start your account - 03
Invest from the account
Your self directed account invests in the opportunity. Distributions flow back into the account, not to you personally.
Good to know. Self directed accounts have their own rules, including prohibited transactions and, in some cases, tax on income from leveraged real estate (UBIT). Heritage IRA is a separate company and does not provide tax, legal, or investment advice. Tax treatment depends on your situation. Review any tax strategy with your CPA.
Your starting point starts here.
Request access to see our current portfolio, our free guides, and the newsletter, then book a short call with the team. Accredited status is a follow up question, never a gate.
- See every property our investors have participated in
- Get the investor guide and our other free guides
- Receive the newsletter, short educational emails from Jeremy
- Meet the team on a 1 on 1 call
Rather talk first? Book a call
Important disclosure. This is not a solicitation for money or a direct offering. Investing involves risks which you assume. It is your duty to do your own due diligence. This is for informational purposes only and meant for accredited investors with an established relationship with an investment sponsor. Any offer to invest is made only through official offering documents. Past performance is not indicative of future results, and investments in real estate involve risk, including the possible loss of principal. Nothing on this site is tax, legal, or investment advice. Consult your own CPA, attorney, and financial advisor. See our full disclosures.