Self-directed IRA’s are an efficient way to save money for retirement. Since many investors with stREITwise also have a self-directed IRA, we want to be able to provide an easy way to invest in real estate with us through this method.
Depending on the type of IRA account and custodian, stREITwise is compatible with most financial services out there for self-directed IRA’s. See below for steps to enroll.
We don’t have any exclusivity contracts with any particular IRA custodians which allows us to accept investors from most self-directed IRA custodians that you may hold an account in. The following custodians we’ve worked with in the past:
Note: If you have an account that isn’t listed, stREITwise will likely need to go through a short approval process before you can invest your IRA in stREITwise. This is typically an easy process with just a few days turnover.
The fees are the same as any other holder.
You may pay separate fees with your custodian. To find out the fees reach out to your custodian representative. A small fee to invest in non-traded REIT’s is usually entailed.
If you’re a self-directed IRA holder in a custodian listed before or you already reached out to us and got stREITwise approved, now you can proceed to investing.
Steps to Get Started:
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 listed to set up an account first and then proceed to the steps below to get started.
If you’d like to try 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, you will add more funds the same way you originally invested by generating a subscription agreement on the Start Investing page and having your custodian wire funds over again. Here are the steps in detail:
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. We will have our ComputerShare representatives directly enroll you.
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.