Free Online Training

GET CONTROL

USING IRA OR 401K

TO INVEST IN REAL ESTATE

With Scott Maurer

WHAT IS AN SDIRA

A self-directed individual retirement account (SDIRA) is an individual retirement account (IRA) in which the investor is in charge of making all the investment decisions.
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WHAT YOU DONT KNOW

When it comes to raising capital and investing in real estate, many syndicators and investors are often unaware of a largely untapped resource: retirement accounts!

MIND BOGGLING FACTS

There is over $8.3 trillion in IRA accounts, and even more than that sitting in 401ks and other employer-sponsored plans.

What You’ll Learn

The different types of retirement accounts that can be self-directed
How the funds are moved tax-free between custodians
How self-directed retirement funds can be invested in a private partnership
What is involved to move funds out of the stock market
Why IRAs can be a great and easy resource to tap into for both your existing investors and future ones

MEET YOUR PRESENTERS

Scott is the Director of Business Development for Advanta IRA. Advanta specializes in administering self-directed IRA and retirement accounts. Scott has worked for Advanta since 2006, and is a frequent speaker and lecturer on the topic of self-directed IRAs and using retirement funds to invest in real estate and other alternative assets.

As the Business Development Director, Scott oversees the sales, marketing and education staff to insure that new clients receive proper guidance and support when establishing relationships with Advanta. Scott has also worked with numerous individuals and companies to educate them on how self-directed IRAs can be used in their capital raising strategies.

Scott is also an attorney and a member of The Florida Bar, although he does not give legal advice to Advanta clients

SCOTT MAURER

ADVANTA IRA

Anna Myers
VP, Grocapitus Investments

Anna Myers serves as Vice President at Grocapitus, a commercial real estate investment company in the San Francisco Bay Area. Anna is a third-generation commercial real estate entrepreneur who applies her 25+ years of experience in technology and business to finding, analyzing, acquiring and asset managing commercial properties in key markets across the U.S. Together with her business partner Neal Bawa, they approach real estate through a data science lens to create compelling profits for 1000+ investors.

As the lead underwriter for the company, Anna teaches deal analysis for MultifamilyU in quarterly Boot Camps. MultifamilyU is an apartment investing education company owned by the principal Neal Bawa. Also via MultifamilyU, Anna hosts weekly webinar events featuring top speakers in real estate. Anna is regularly interviewed on podcasts in the industry, with over 25 podcast appearances so far in 2019. Anna Myers also co-hosts two monthly Real Estate Investor Meetups in the Bay Area with over 1000 members.

Related to Syndication with Grocapitus, Anna and Neal have successfully completed Equity Raises of 25 Million dollars for Multifamily Acquisitions in the last 12 months, resulting in over 1300 units purchased. They are on track to close another 1300 in the next 12 months. As the asset manager for the Grocapitus portfolio, Anna again brings the data driven approach to track and insert optimizations to the properties to help drive property performance and investor returns

Free Online Training

GET CONTROL

USING IRA OR 401K

TO INVEST IN REAL ESTATE

With Scott Maurer

LET US HELP YOU RECEIVE MORE PASSIVE INCOME

Questions/Troubleshooting: [email protected]

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