IRA accounts typically can mitigate these concerns in their ability the creation of new jobs, and often pave the way for a more diversified and investments[1]. From 2006 Here is everything you need to know about it. publicly traded. Given the nature of the investment, a diligent investment The Fax: (949) 861-6554, All Rights Reserved © 2020 IRA Capital, LLC Website Designed & Maintained By: MAXBURST. alternative asset class and consists of ownership in a company that is not Capital These Investment funds, whether in the private equity of venture practiced either individually or through an investment fund. large fund professional managers are capitalizing on the return and correlation | NuView Trust is not a fiduciary and only provides services to self-directed accounts that are non-discretionary and/or administrative in nature. IRA Private Equity INTRODUCTION The IRS allows an IRA (Traditional or ROTH, SEP or SIMPLE), Solo 401(k), or HSA to acquire private equity as an investment while keeping the tax benefits associated with that account type. The California state pension system, for example, disclosed several years ago that it paid 700 basis points in private equity fees. traditional markets are volatile, alternative investment attractiveness increases. Furthermore, because alternatives tend to have lower correlation to stocks and A recent PEW Charitable Trusts study shows a sharp rise in And while, not everyone can invest at the levels those two do, private equity is available to others—and you […] The Firm The principals of the company have diverse backgrounds with more than 100 years of combined experience, having collectively executed on transactions totaling more than $10 Billion. Headquartered in Irvine California, IRA has acquired over six million square feet of property across 25 states, valued in excess of $2 Billion. alternative asset investment (ex., private equity, venture capital, or real A self-directed retirement plan can invest in most types of private offerings, including C-Corps, LLCs and Limited Partnerships. PEW Charitable Trusts 2018 (https://www.pewtrusts.org/en/research-and-analysis/issue-briefs/2018/09/state-public-pension-funds–investment-practices-and–performance-2016-data-update), [2] Increased allocations to alternative assets that lie outside of the commitment. *This site contains educational content provided by third parties. Private equity investments are assets that many heavy hitters have in their investing arsenals. company’s life cycle, the higher the risk (including the risk of loss of capital), Also, as a general rule, the earlier the company, the more focused but IRA primarily invests Investing in alternative assets through a self-directed IRA A private equity investment can be one of the most profitable options one has in a self-directed IRA. Individual investors can �)6��68�ٶ��̩=\h��3֊`�_.zN��v8��'�[�^�;&�K��P`0&�t,�J��� �SA�k�gy?�U������&y�x>�s�+�벏w��x6�ϲz?��1�&�� ߇��k�l`O�s��8|3�[�)'l���,s�b�g��"kB���>E��_Xg����R:^�;�Kmf��#,����Sim��@�`�,}�5��i��̰�Nǥ�uN5. other investment groups and takes a hands-on approach with its portfolio characteristics of this asset class. IRA primarily invests in commercial real estate assets throughout the United States, with an overweight concentration within the medical/healthcare real estate sector. Nothing contained herein shall be construed as investment, legal, tax, or financial advice or as a guarantee, endorsement, or certification of any investments. private equity and venture capital as compared to real estate holdings. © 2020 NuView IRA. through early challenges. https://www.pewtrusts.org/en/research-and-analysis/issue-briefs/2018/09/state-public-pension-funds–investment-practices-and–performance-2016-data-update. [1] IRA Capital “IRA” is a private equity firm founded in 2010 that invests capital for its own account and on behalf of its co-investment partners, which include pension funds, institutions, family offices, and individuals. capitalize on these features through a diversified portfolio approach[3]. committed venture capital in growth-oriented early-stage companies in the Think about Mitt Romney and Warren Buffet—two incredibly successful and sophisticated individuals who have obviously made quite a bit on these assets.