Use Your IRA to Buy Real Estate : A Step-by-Step CRE Strategy episode artwork

EPISODE · Jun 2, 2025 · 15 MIN

Use Your IRA to Buy Real Estate : A Step-by-Step CRE Strategy

from How to Invest in Commercial Real Estate · host Criterion, Braden Cheek, Brian Duck

🔥 Want to use your 401(k) or IRA to invest in commercial real estate? In this episode of "How to Invest in Commercial Real Estate", the team breaks down how to roll over traditional retirement accounts into self-directed IRAs, what rules you MUST follow to stay tax compliant, and how to avoid nasty surprises like UBIT and UDFI. Learn how high-net-worth investors leverage Roth IRAs for tax-free cash flow and why your retirement portfolio might be better off in CRE than stocks right now. 📊 Topics Covered: How to convert your 401(k)/IRA into a self-directed account Roth IRA vs Traditional IRA for real estate investing What is UBIT/UDFI and how to avoid it Leveraging depreciation to reduce taxable income Why arms-length rules matter in real estate IRAs Real-world examples + strategies we use 💡 This episode is packed with actionable intel, numbers, and rules every investor should know before moving retirement funds into real estate. Whether you're 25 or 65, there's something here for your portfolio. Visit thecriterionfund.com to get connected with our team! 🎧 Listen, like, and subscribe for more no-BS real estate investing knowledge. Let’s grow that wealth. SelfDirectedIRA #401kToRealEstate #RothIRAInvesting #CommercialRealEstate #RealEstateInvesting #PassiveIncome #TaxFreeWealth #AlternativeInvestments #UBITExplained #RetirementStrategy #CREWealth #FinancialFreedom #InvestSmarter #IRARealEstate #CashFlowInvesting #LongTermWealth #RealEstatePortfolio #InvestWithPurpose #TaxFreeReturns #SmartMoneyMoves

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Use Your IRA to Buy Real Estate : A Step-by-Step CRE Strategy

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