Monday, September 23, 2024

Leveraging an LLC for a 65% Return in 14 Months | Real Estate | Equity Trust

John breaks down how investor Adam used his self-directed IRA to achieve a 65% return on investment (ROI) in just 14 months! Adam didn’t just invest in any real estate property—he partnered with a substance abuse treatment facility, making a significant impact in his community while also boosting his financial future. Use the discount "GETTINGREAL" today for 20% off our Master Course! Chapters: (See timestamps in the video for easy navigation) 🔹 Discover how Adam harnessed the power of a Self-Directed IRA to invest in real estate outside of Dallas, Texas. 🔹 Learn how forming an LLC with other investors opened doors to tax-advantaged wealth growth. 🔹 Understand the crucial steps to avoid tax penalties and ensure compliance when using a Self-Directed IRA for real estate investing. In this real-world case study, we dive deep into Adam's story, showing you how he successfully rented out a 40-acre property to a treatment facility while watching his investment grow—all within a tax-advantaged retirement account. You’ll also gain valuable insights into how real estate checkbook IRAs and LLCs can help you achieve similar results. 🎥 Watch the full video for actionable steps on: Using a Self-Directed IRA to invest in real estate. Forming an LLC to streamline the investment process. Maximizing tax benefits with a Self-Directed IRA. If you're ready to explore alternative investments for your retirement and want to learn how to use Self-Directed IRAs for real estate, don’t miss this episode! Reimagine Your Retirement with Equity Trust: https://eqtytrst.co/homepage [0:00] Introduction: Adam's 65% ROI with a Self-Directed IRA Overview of Adam's success investing in an LLC using a Self-Directed IRA. [0:30] Real Estate Investment Supporting Community Recovery Adam’s real estate investment helps a substance abuse treatment facility. [1:20] Adam’s Discovery: The Power of a Self-Directed IRA How Adam learned to use a Self-Directed IRA to invest in real estate. [2:10] Finding the Perfect Investment Property in Dallas Adam identifies the 40-acre property for the substance abuse facility. [3:00] Forming an LLC to Facilitate the Real Estate Transaction Adam and other investors create an LLC to purchase the property. [3:45] How Adam Earned a 65% Return in 14 Months The process that led to the successful refinance and ROI. [5:10] Step-by-Step: Setting Up a Real Estate LLC with a Self-Directed IRA A detailed breakdown of the LLC structure and its tax advantages. [7:00] Ensuring Tax Compliance with Your Self-Directed IRA Important rules for avoiding taxes and penalties when investing. [8:50] How Rental Income Flows Back to Adam's Self-Directed IRA Explanation of rental income returning through the LLC to Adam’s IRA. [9:50] Explore More Case Studies and Learn with Equity Trust Encouragement to dive deeper into Self-Directed IRA education. Connect with us on social media! ⭐ LinkedIn: https://eqtytrst.co/linkedin ⭐ Facebook: https://eqtytrst.co/facebook ⭐ Instagram: https://eqtytrst.co/instagram ⭐ Twitter/X: https://eqtytrst.co/twitter ⭐ TikTok: https://eqtytrst.co/tiktok ⭐ Reddit: https://eqtytrst.co/reddit