Did you know the IRS allows you to invest in Real Estate with your IRA funds without tax or penalty? To invest in real estate, an investor must open a “self-directed IRA” with a custodian that allows you to invest in the full range of asset types allowed by the IRS. With a self-directed IRA, you can invest in real estate or use our Private Lending program to earn double digit returns with your retirement savings account. With real estate bought by a self-directed IRA, any income and capital gains grow tax-deferred in the case of traditional IRA or tax-free in the case of a Roth. To learn more about this opportunity or discuss locating self-directed IRA custodians and IRA lenders please call us or fill out the form below and we will contact you ASAP.

Real Estate: Private Mortgage Lending Questionnaire

First Name

Last Name

Email

Phone

Do you have previous experience as a real estate private lender?

 Yes No

How much capital are you looking to invest?

How long are you looking to invest for? (approx.)

What type of annualized rate of return are you seeking?

Are you looking for monthly interest payments or accrued interest?

What is the source of your funds?
Ex. Cash, IRA or other

How soon would you like to Invest?

Are you only seeking 1st Lien Position? Or would you like to seek Junior Lien
opportunities for smaller capital investments?

Are you willing to provide documented proof of funds if you are accepted into
our database of lenders?

ELECTRONIC SIGNATURE CONSCENT

By typing in your name, the date and checking YES below, you are consenting to the use of your electronic signature throughout this agreement in lieu of an original signature on paper. You have the right to request that you sign a paper copy instead. By checking here, you are waiving that right. After consent, you may, upon written request to us, obtain a paper copy of an electronic record. No fee will be charged for such copy and no special hardware or software is required to view it. Your agreement to use an electronic signature with us for any documents will continue until such time as you notify us in writing that you no longer wish to use an electronic signature. There is no penalty for withdrawing your consent. You should always make sure that we have a current email address in order to contact you regarding any changes, if necessary.

First Name

Last Name

Date

BY CLICKING YES BELOW YOU ARE AGREEING TO ALL TERMS!
 Yes No

 

As always, everyone’s situation is different so it’s a good idea to consult your tax or financial advisor.