Fresh takeaways from STRATA’s fourth SDIRA Investor Survey
If you work with self-directed IRAs, you know investor attention moves in cycles. We asked accountholders where they’re leaning, what’s influencing their choices, and how confident they feel about the road ahead. The 2025 edition adds new context to several multi-year shifts.
Without spoiling the findings, here’s what you can expect inside the full report: a concise read with clean charts, direct quotes from investors, and a view into how they are using SDIRAs right now. You’ll see which areas continue to draw the spotlight, which are gaining momentum, and where investors are taking a more selective approach. You’ll also get a sense of the role diversification and control play in decision-making and how confidence levels are shaping plans for the next year.
What you’ll learn (no spoilers)
- How investors are prioritizing major private market categories this year
- Which sectors show rising interest and where diligence is increasing
- Practical ways investors use SDIRAs within a broader retirement strategy
- How values-based preferences appear in actual allocation choices
- What investors say, in their own words, about access, process, and “what good looks like”
Who this helps
- Investment sponsors aligning offerings with current SDIRA demand
- Financial professionals guiding clients through custody and subscription steps
- Individual investors seeking a clearer picture of how peers use SDIRAs today
“I can pursue opportunities I wouldn’t see in my traditional accounts.” — Survey respondent
Ready to dig in? The full report highlights investor sentiment and provides insight into what’s moving the conversation now.
View the 2025 SDIRA Investor Survey
Educational purposes only. STRATA Trust Company does not provide investment, tax, or legal advice. Individuals should consult their own advisors regarding their specific circumstances.
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