Ep. 21 - What to Look For Before Investing in a Private Real Estate Deal

📲🚀 Schedule a free consultation with our team today!https://americanira.com/consultIn this session, Rob and Clay Stanley of Shining Rock Equity walk through a practical framework for evaluating private real estate investments with clarity and discipline. Viewers will learn how to assess risk, pressure test assumptions, and avoid the common mistakes that lead to disappointing outcomes in passive real estate deals. Rob brings nearly 30 years of real estate experience, including sourcing and structuring multifamily equity, to help investors make more confident, better informed decisions in the private markets.Chapter Markers3:02 – Why Multifamily Fits Inside a Self-Directed IRASets the stage for multifamily as an asset class and why it belongs in SDIRAs.4:45 – How Self-Directed IRAs Can Invest in Multifamily Real EstateBreakdown of using an SDIRA for real estate and how it differs from traditional investing.5:15 – Tax Advantages of Holding Multifamily in an IRADiscussion around tax treatment, tax deferral, and why structure matters.7:58 – What a “Good Deal” Looks Like in Multifamily InvestingKey characteristics investors should evaluate before moving forward.8:29 – Due Diligence: What Investors Must Review Before InvestingCovers underwriting, sponsor review, and avoiding blind trust in deals.13:03 – Understanding Risk in Multifamily InvestmentsRealistic look at market risk, leverage, and operational challenges.17:40 – Active vs Passive Multifamily Investing Inside an IRAExplains hands-on ownership vs syndications and who each approach fits best.22:48 – Expected Returns and Long-Term PerformanceDiscussion on realistic return expectations and time horizons.26:10 – Common Multifamily Structures and Syndications ExplainedClarifies how deals are structured and what IRA investors should watch for.30:15 – Biggest Mistakes Investors Make in Multifamily DealsHard-earned lessons and what to avoid when investing with retirement funds.📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://go.americanira.com/self-directed-ira-fees-yt/🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3