Elevate your fundraising.
For issuers and sponsors of investments, partnering with the right custodian is essential. At STRATA, we keep track of all IRS reporting for IRAs and paperwork to make life easier for both you and the investor.
See how self-directed IRAs can increase your fundraising abilities in a number of ways:
Funds are more readily available for investing. Today’s investor typically has more retirement funds to tap for investments.
An IRA custodial relationship enhances your fundraising. If you have a relationship in place with an IRA custodian when you approach investors, simply mentioning that you can accept their retirement funds can provide another avenue for an investor to consider.
Investors are seeking more alternative investments. With the current state of the economy, it’s no secret that more investors are trading their attraction to the stock market for alternative investments.
By informing prospective investors and prospects about the option to invest using their retirement funds, you can provide the valuable knowledge of something they may not have thought was possible. Many investors still think that investments in their retirement accounts are limited to stocks and mutual funds. While this is slowly changing, many are not aware that investments in real estate, private equity and much more can be made in a self-directed IRA.