The Investor Insights

Did you know you have a real estate investment tool in your retirement account? I’m talking about your Individual Retirement Account or IRA. You can convert a managed IRA to a self-directed IRA and decide the type of investments you want. Step One: Fire Your Stock Broker Instead of having a financial planner, broker or [...]

I love self-directed IRA’s. I recommend them all the time to investors and private lenders. A questions I get a lot is… “Susan, I am looking into setting up a self-directed IRA but I have read some horror stories about people getting in trouble with the IRS because they did a “prohibited transaction.” What is [...]

I just found out that North American Savings Bank, the premiere provider of non recourse loans for buying properties with your self-directed IRA, has suspended loans in Arizona until further notice. That means you can live in Arizona and buy a property in another state but NASB won’t finance a property in Arizona. That stinks. [...]

Earlier this week, I was interviewed by my friend Trevor Mauch over at the REI Brain. He’s putting together a Private Money course and has invited me to be a contributor and coach. Anyway, he recorded the interview and was gracious enough to send me a copy to share with you. In this 20 minute [...]

In this era of political correctness, we have just encountered one seemingly unprotected class – houses. Yes, just today one of our lenders declined a loan for an investor client because the house lacked “curb appeal.” That’s like when your friend wants to fix you up with someone who has a “great personality.” It’s code [...]