Cadence Property Advisors offers investment clients the opportunity to own passive, reliable income producing commercial properties within their IRA or other self-directed retirement accounts. These properties are located in beautiful, growing areas of the country, with long-term (15-20 years +) leases in place with quality national tenants. These leases are NNN or absolute-net leases where the tenant pays most if not all costs associated with the property and send the investor a monthly rent payment. All properties sold are debt-free and sold under the tenant-in-common model where multiple owners own a piece of the whole. Each piece is fully deeded, warranted, and insured, just as any commercial property. Minimum investment is $150K. Do not have to be an accredited investor and all properties sold to date have enjoyed perfect payment performance.
Estate Portfolio Management, Inc.– specializes in alternative fixed asset class designed for sophisticated, high-net-worth individuals, family offices & institutions in the insurance, financial, and real estate markets consistently raising millions of dollars on an annual basis. EPM has decades of experience in creating, designing and implementing alternative asset class portfolios domestically and internationally. EPM’s slogan is: “Reducing Risk In An Increasingly Volatile World.”
Fund That Flip – Fund that Flip originates first-position bridge loans to experienced real estate developers. Investors are able to invest in individual notes in $5,000 increments, that on average offer a 9-11% annual return.
Greystone Residential – Greystone delivers our investors with a unique, end-to-end solution, designed to safely and efficiently build passive income by investing in new, class A, single family residential rentals in the best US metros known for their strong renter demand. Our properties come with a 10 year builder warranty; a 3 year rental guarantee; and top property management. Call or write in to find out how you can build a portfolio of cash-flowing, class A real estate, and create lasting wealth for you and your family.
Ignite Funding is an alternative investment that matches quality real estate Borrowers with Investors seeking capital preservation in collateralized turn-key real estate offering diversification, double digit growth and short-term investments.
NoteTools Provide several ways and tools for you to get started in the Real Estate Note business, including home study courses, books, live classes, a private mastermind group, and a free newsletter. It’s their goal for NoteTools.com to be Your Blueprint to Passive Income. Please join us at our annual NoteInvestorSummit.com
Paradyme Funding– Paradyme has a wide range of high-quality, 1st trust deed investments that address the income-generating requirements of private investors and real estate portfolio managers alike. Our success is the direct result of brokering over $500 million of real estate since 2011. This experience has provided us with the flexibility and capacity to underwrite and service all types of trust deed investments from the simple and uncomplicated to the most sophisticated and complex.
RCN Capital is a national, direct, private lender. We provide short-term commercial loans ranging from $50k to $2.5M+ for the purchase of non-owner occupied residential and commercial properties, financing of renovation projects and bridge funding. We lend to experienced real estate professionals, investors and contractors throughout the country. Referrals valued; Brokers protected.
VIP Realty Group – VIP Realty Group is a full service Real Estate company that can assist with any real estate need. From purchasing and rehabbing to leasing and managing, VIP has got you covered. Our company specializes in Investor clients and flipping properties, with a track record of over 400 properties flipped in the Las Vegas market within the last 6 years alone. Specializing in residential real estate, Glenn Plantone has done several small commercial projects has well.
First Western Federal Savings Bank – We help investors leverage their current retirement plan assets to purchase real estate inside their self-directed IRA or 401(k). Since 2008, FWFSB has emerged as one of the nation’s leading non-recourse loan providers to self-directed retirement plans. Each loan request is evaluated by its own merits and our underwriting strategy is specialized to each loan. We lend on single family dwellings, apartments, commercial buildings and income-producing Ag land to investors buying or refinancing investment real estate.
Black & Cherry Real Estate Group and Property Management – full service real estate and property management company. Ranked among the top 5% brokerages and 1% management companies in Clark County, we offer 7% property management with NO SET UP FEES, discounted listing fees, and FREE buyer representation.
iProperties International – iProperties International is a full service property management company specializing in residential management in the greater Las Vegas area to include Henderson, Summerlin, Southern Highlands and Anthem area. Whether you are a property owner looking for an experienced team to manage your investment or you are a tenant seeking a new place to call home, we have you covered.
McKenna Property Management – a Full Service Management Company that can handle everything required to manage an investment property here in Las Vegas/Henderson Valley. We have a sophisticated software system in place for accounting purposes that allows our clients to easily understand where their investment money is going. Everything from applications to evictions to clean up are all dealt with by our professional team.
Aresco, LP – is a licensed Operator in the Exploration & Production sector of the oil and gas industry. We currently offer investment opportunities to join us in projects that we are actively engaged in. We are privately held and currently have assets in Texas, Oklahoma, New Mexico, and Louisiana. We focus on conventional plays and in an effort to maximize the potential of our investment dollars, we commonly partner with larger Operators that have been established in their area of concentration for decades and have a proven track record of finding and producing oil and gas reserves.
Precious Metal / Depository
Brink’s helps secure the precious metals supply chain from mine to end user, including: preparation of the shipment; weighing according to industry standards; preparation of documents for letter of credit; storage; and acceptance and release of shipments upon receipt of formal instructions. Brink’s also operates facilities for third party inspection and assaying. In New York, Brink’s is an authorized depository for NYMEX/Comex. In London, Brink’s is market accepted as a warehouse for the LBMA (London Bullion Market Association) as well as an approved Weigh Master. Inventory management solutions are also available at secure storage facilities worldwide.
At Brink’s, we understand how important speed of quote and service is for business customers trading in precious metals. Brink’s concentrates on a fast response in order to help customers retain their competitive advantage.
Delaware Depository is a Delaware limited purpose trust company that acts as a sub-custodian of precious metals bullion invested in IRAs (IRA Bullion.) In particular, Delaware Depository receives in, inspects, securely stores, ships out, and issues reports on, holdings of IRA Bullion, subject to the exclusive instructions of a self-directed IRA custodian.
Gold Silver Vault and Idaho Armored Vaults provides a full range of precious metal storage and transportation solutions along with accounting and viewing services to individuals worldwide. Idaho Armored Vaults inspects, securely vaults, and internally transfers precious metals (in bar, coin and industrial form) for its’ customers. At all times, individuals’ precious metal inventory is protected and insured with an all-risk insurance policy underwritten by Lloyd’s of London.
Scottsdale Mint provides some of the most exceptional bullion products available to consumers today. We have a strict policy of only providing the finest bullion products that exceed the highest standards which pass our strict guidelines of purity, weight, quality, and craftsmanship. Our company delivers precious metal directly to individuals worldwide through our website, and also supplies our metal to bullion dealers outside the USA.
As an ISO 9001:2015 certified company, Scottsdale Silver manufactures many products that are authorized for use in IRA’s by the Internal Revenue Service of the United States of America.
IDS of Delaware is a fully-secure, fully-insured, precious metals depository, servicing clients of all types and sizes. We specialize in segregated storage of client assets, and in Master/Sub account arrangements, both of which contribute to making us the ideal choice for storage of IRA Precious Metals.
Mat Sorenson – Mat has advised thousands of clients with self directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self directed IRAs and 401(k)s. In addition to account owners, his clients have included trust companies, financial institutions, insurance companies, hedge funds, investment sponsors, and third party administrators.
Mat regularly consults self directed IRA owners on IRC 4975 and the prohibited transaction rules, on UBTI and UDFI taxes, and has represented self directed IRA owners before the IRS Appeals Office and the U.S. Tax Court.
Associations of reference:
- BBB – Better Business Bureau
- RITA – Retirement Industry Trust Association
- National Real Estate Investors Association
- American Association of Private Lenders
- NAESCO – National Association of Energy Service Companies
Resources of reference:
Resources are provided for general information and do not represent tax, legal and/or investment advice. Account usage, selection of investments and the performance of those investments are the sole responsibility of the investor and not Preferred Trust Company. Presence on our Resource page does not constitute a recommendation.
Preferred Trust Company strongly recommends that the investor seek professional advice from appropriate legal, accounting and/or tax advisors of their own choosing prior to making investments.