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Contact our Self-Directed Experts. (800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts.
(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

Real Estate Investing

Questions? Text us at (845) 253-9306.

The Pros and Cons of Investing in a REIT with a Self Directed IRA

A Self Directed IRA is a versatile tool to invest in a REIT (Real Estate Investment Trust). With it the account holder will get tax-advantaged growth, the freedom to invest in any kind of REIT, and the ability to self-manage the account. Previously we have discussed different kinds of REITS and choosing the most appropriate Self Directed IRA account. Today we’re going to switch gears and discuss the [...]

2021-12-22T10:08:05-05:00 December 22nd, 2021|Real Estate Investing|

Investing in Promissory Notes With a Self Directed IRA

One of the lesser known investment assets enabled by a Self Directed IRA is the promissory note. Let’s break down how a promissory note works, how a Self Directed IRA can invest in one, and what are some of the pitfalls that should be avoided.  What is a Promissory Note? A promissory note is in its essence a bill of debt. The investor gives [...]

2021-08-25T14:44:14-04:00 August 25th, 2021|Financial News, How To, Real Estate Investing|

Checkbook Solo 401(k) Success with BF Client Terry O’Malley

Becoming a thriving Checkbook Solo 401(k) investor does not require years of expertise on the subject. When you find the right company that provides the proper support as you learn, finding success in your self-directed endeavors can come quite easily. Just ask Broad Financial client Terry O’Malley. A B2B salesman, Terry [...]

2020-10-22T12:42:25-04:00 December 19th, 2019|Real Estate Investing, Real People, Real Stories|

The Real Deal Ep. 1: The Process of a Purchase

Welcome to The Real Deal, a series of investing stories and suggestions from veteran real estate investor Allan Szlafrok. The incredible highs, the frustrating lows, and everything in between...Allan has experienced it all and possesses the knowledge and expertise to help you become as successful as possible! Are you enamored by the [...]

2019-12-19T10:15:35-05:00 December 4th, 2019|Real Estate Investing, Real People, Real Stories, The Real Deal|

How to Maximize Your Rental Investment Returns

By Gregg Cohen, Co-Founder of JWB Real Estate Capital Plan for a Successful Rental Property ROI Did you know that you can consistently increase your rental investment returns? To do this, your strategy should include a plan for keeping tenants long-term. This often-overlooked element is directly tied to your rental property success. The [...]

2019-12-04T17:31:17-05:00 December 4th, 2019|Real Estate Investing|

3 Reasons People Are Investing In New Construction Rentals

By Gregg Cohen, Founder of JWB Real Estate Capital While the thought of a new construction rental may not be your stereotypical rental investment, it’s become a top method many investors have been exploring. Surprised? Let’s talk about why. For years it just didn’t make sense to build new construction rental properties. The numbers [...]

2019-12-16T12:53:09-05:00 November 4th, 2019|Real Estate Investing|

Keep-in-Mind Content: 7/11 – 7/18

Americans favor real estate over stocks for long-term investment, analysis says. The data is finally starting to back up the logic. This is a special edition of Keep-in-Mind Content that will exclusively highlight the above linked article which is about the preference of many Americans to invest in real estate as opposed to [...]

2021-07-29T17:19:19-04:00 July 18th, 2019|Real Estate Investing, Uncategorized|

Keep-in-Mind Content: 6/21 – 6/27

Welcome to Keep-in-Mind content! We scoured the Internet for useful pieces of news and information that could potentially help you toward your next great investment. It all can start with one tip or point in the right direction, so every week we gather a few links that we think could be of interest [...]

2019-06-27T13:37:29-04:00 June 27th, 2019|Cryptocurrency, Current Headlines, How To, Real Estate Investing|

Real Estate Climate Has Changed for the Better

By Alex Mednick The housing market is only heating up. As a result of the Tax Cuts and Jobs Act of 2018, there has never been a better time to be a landlord. Combined with other significant factors, the current conditions in the real estate market make it an ideal time to invest. At [...]

2019-06-13T11:48:39-04:00 June 13th, 2019|Real Estate Investing|

Keep-in-Mind Content: Real Estate

By Alex Mednick Presenting your weekly round-up of real estate investing news and content for your benefit and/or enjoyment: Cold storage warehouses and distribution centers are suddenly in high demand, thanks to new food delivery services such as Peapod by Giant, Amazon Fresh and Blue Apron. “It is very niche. About 2% [...]

2019-06-06T11:36:58-04:00 June 6th, 2019|Current Headlines, Real Estate Investing|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.