private equity
Private equity allows investors to diversify their retirement portfolios with unique investments, including start-ups, companies raising capital for expansion, real estate ventures, and investment partnerships, all on a tax-advantaged basis. With a self-directed IRA, you can invest like a venture capitalist.
Invest in early-stage or growing businesses, including start-ups, de novo banks, and companies raising capital for expansion.
Provide capital to fund the purchase of existing companies or specific assets, offering the potential for returns through strategic ownership or resale.
Participate in ventures involving office buildings, retail centers, and other business properties, benefiting from income potential and long-term appreciation.
Support the development or acquisition of multifamily housing projects, such as apartment complexes, that generate consistent rental income and portfolio diversification.
Invest in oil, gas, and other energy ventures focused on exploration, production, or infrastructure, diversifying your portfolio with resource-based projects.
Allocate capital to hedge funds or pooled investment vehicles, gaining access to professionally managed strategies beyond traditional markets.
Private equity investments can often be accessed through equity crowdfunding platforms or angel investing networks. These investments are typically structured as:
Private stock: Shares in privately held companies not traded on public exchanges.
Limited Liability Companies (LLCs): Flexible entities often used for operating businesses or real estate ventures.
Limited Partnerships (LPs): Common in private equity funds, allowing limited partners to invest while general partners manage operations.
Ready to get started? Download our checklist or visit Investment Hub to learn more.
Utilize your industry insights to make informed investment decisions.
Use your IRA funds to invest in privately held companies — from early-stage startups to established businesses raising growth capital — investments traditionally reserved for a select few.
Enhance your retirement strategy by including alternative investments.
Buy, sell, and exchange equity within your IRA without immediate tax consequences.
For a detailed guide, download STRATA's Private Equity Investment Checklist.
Based on customer sentiment, our clients report that STRATA makes self-directed investing simpler, more responsive, and more supportive at every step.
Simple, stress-free processes – “STRATA makes complicated transactions easy to handle.”
Quick, responsive support – “When I reach out, I get answers fast.”
Confidence in every step – “I feel supported and secure managing my IRA.”
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