Investing with an IRA or 401(k)?

If you are a self-directed IRA holder in a custodian we have partnered with or you have reached out to us and Streitwise is an approved investment, you can now proceed to investing.

Steps to Get Started:

1. Go to the Start Investing page and click the Invest Today button.
2. A popup will appear. Fill out your name, email, select a Self-Directed IRA or 401(k) option, how much you wish to invest, and then Wire transfer. Click Next.
3. Fill out your personal information as well as custodian information and submit your investment.
4. Wire instructions will be sent to your email address. Make sure you receive this or check your junk folder.
5. Email us and let us know you intend to add more funds through your custodian. We will send you a subscription agreement as well as any other forms your specific custodian may need.
6. Forward these instructions and subscription agreement to your IRA custodian with the note that you want funds wired to 1st stREIT Office Inc.
7. Once funds are received, the Investor Timeline provides a general review of the process. It may take from 2-4 weeks to issue shares in the REIT due to clearance requirements.
8. When shares are issued, you will receive an email with instructions on how to setup an account in the Investor Center with our transfer agent, Computershare.

We do not have exclusivity contracts with any particular IRA custodian which allows us to accept investors from most self-directed IRA custodians. We have worked with the following custodians:

• Millenium Trust Company (Sign Up Link Here)
• New Direction Trust Company (Sign Up Link Here)
• Advanta IRA (Sign Up Link Here)
• Goldstar Trust
• Pensco Trust Company
• Strata Trust Company
• Equity Trust

Note: If you have an account that is not listed, Streitwise will likely need to go through a short approval process before you can invest your IRA funds in Streitwise. This process typically takes a few extra days in order to setup.

The fees are the same as any other holder.

You may pay separate fees with your custodian. You should contact your custodian representative direct to inquire about fees that you may be charged by them.

If you have a 401(k) plan with an employer, we recommend that you rollover your funds into a self-directed IRA first. We recommend reaching out to one of the companies with which we have an established partnership to set up an account first and then proceed to the steps as outlined in the “How do I invest with my self-direct IRA” question.

If you would like to invest funds with your 401(k) without rolling over, connect your 401(k) custodian with us and we can attempt to get approved on their platform.

To add more funds from your IRA, follow the same steps as your initial investment by generating a subscription agreement on the Start Investing page and having your custodian wire funds over again. Here are the steps in detail:

1. Go to the Start Investing page and click the Invest Today button.
2. A popup will appear. Fill out your name, email (make sure this is the same email you originally used!), select a Self-Directed IRA or 401(k) option, how much you wish to invest, and then Wire transfer. Click Next.
3. Fill out your personal information as well as custodian information and submit your investment.
4. Wire instructions will be sent to your email address. Make sure you receive this or check your junk folder.
5. Email us and let us know you intend to add more funds through your custodian. We will send you a subscription agreement as well as any other forms your specific custodian may need.
6. Forward these instructions and subscription agreement to your IRA custodian with the note that you want funds wired to 1st stREIT Office Inc.
7. Once funds are received, the Investor Timeline provides a general review of the process. It may take from 2-4 weeks to issue shares in the REIT due to clearance requirements.
8. When shares are issued, you will receive an email with instructions on how to setup an account in the Investor Center with our transfer agent, Computershare.

Fill out this form authorizing your account to be signed up for the Dividend Reinvesting Plan. Email us notifying your intention to enroll and we will send you a secure file transfer link that you will upload your file to (do not attach this file in email due to security!). We will have our Computershare enroll you directly.

As an IRA holder investing in Streitwise, you will need a pin number that will be sent to your custodian’s address to login. If your custodian has not received this pin within 2-3 weeks of making your initial investment, please email us and we will process a pin to be emailed to you directly from Computershare.