A beginner's guide to using a self-directed IRA or solo 401(k) to invest in private real estate — how it works, which custodians support it, and what rules to follow.
Key topics
- What is a self-directed IRA?
- How SDIRA real estate investing works
- Prohibited transactions and disqualified persons
- UBIT (Unrelated Business Income Tax) basics
- Which custodians to consider (Equity Trust, Entrust, others)
- How EXL Capital Group works with SDIRA investors
Full guide content in development. This guide currently outlines the topics it will cover. For a walkthrough now, request an investor call.
This guide is for informational purposes only and does not constitute tax or legal advice. Consult a qualified tax professional before making decisions about your retirement accounts.