Self-directed IRA’s are an efficient way to save money for retirement. You may not know but it is possible to invest in real estate offerings like Streitwise with a SDIRA. If your SDIRA custodian is already approved with Streitwise (see below for list) then you can get started here using these instructions. It’s also possible to rollover funds into an approved custodian.
See below for how to sign up with your SDIRA.
If you are a self-directed IRA holder in a custodian we have partnered with (see below) or reached out to us to get your current custodian approved, follow steps below. You can also follow steps here.
Streitwise is able to work with most SDIRA custodians. We have worked with the following custodians:
If your custodian is not listed here, please reach out to your custodian and see if you’re able to invest in a non-traded REIT with your SDIRA and contact us. If so, you may be able to invest in Streitwise with your custodian. We are not currently able to accept Vanguard, Fidelity, or Charles Schwab investors.
Streitwise fees will be the same as any holder.
You may pay separate fees with your custodian such as annual holding fees or account minimums. 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.
The easiest way to add more funds as an IRA holder is through the Start Investing page. This method will generate a subscription agreement on the Start Investing page and your custodian will wire funds over just like when you set up your account originally.
With a smaller minimum ($500), you also have the option to invest by check, if your custodian can send payment by check. If you would like to do so, please email us and we’ll send you instructions to pay by check.
Email us notifying of your intention to enroll in the Dividend Reinvestment Plan and we will send you a secure Docusign to complete. This will authorize your enrollment and we will enroll you directly.
Note: Dividend Reinvestment Plan enrollment forms must be signed by a Custodian representative for IRA accounts. Please provide a direct email address for the Custodian representative when making the request to enroll.
How would you like to generate potentially high-yield passive income, diversify your portfolio away from the stock market, and build equity through institutional-quality real estate? Streitwise allows anyone (accredited or not) to easily invest in commercial real estate normally not available to regular investors. Fill out this form to learn more.