Private Equity

Private equity investments are typically formed from start-ups, existing organizations raising capital for expansion, real estate ventures, and investment partnerships. Assets are commonly structured as private stock, LLC, LP, or an LLC-structured real estate offering.

Private Debt

Private debt investments can be made indirectly by investing with other investors in a pool or individually negotiated. In general terms, assets are commonly structured as secured debt, corporate debt, or convertible notes.

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Directly Owned

Directly owned real estate is when your IRA holds direct ownership of a real estate property. It’s a “hands-on” investment in which you direct any expenses, property taxes, improvements, etc. to be paid from available funds in your IRA. Refer to the Directly Owned Investment Checklist to understand timelines and learn what to expect before, during, and after closing.

LLC-Structured

An investment in a private LLC structured for a real estate offering is an equity structure that allows a group of people to invest in a real estate property, common for multifamily housing, commercial, or industrial properties. Refer to the Private Equity Investment Checklist to ensure a smooth investment purchase.

Directly Owned
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LLC-Structured
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Before You Invest

It’s important to understand the terms and conditions that apply to investing and holding precious metals in a STRATA account. Read this disclosure before you direct an investment in IRA-eligible precious metals.

Depository Storage

Precious metals in a STRATA account must be physically delivered to and held with a third-party depository. When completing your investment direction to STRATA, you will be required to select a third-party depository where your precious metals will be safely stored and insured by the depository. Learn more about depositories and storage options.

Valuation/Pricing of Precious Metals 

Keep in mind that the pricing of precious metals varies from dealer to dealer, and the valuation reflected in your STRATA account will reflect the spot price and not the rate you were originally invoiced.

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IRA-Owned TradeStation Account

TradeStation offers STRATA IRA account holders and their advisors the convenience of trading public stocks, mutual funds, ETFs, and much more. Learn more about TradeStation and the application process here. If you already have an account set up with TradeStation, then you can use the link below to initiate the investment direction.

LP, LLC, REIT, or Other IRA-Owned Brokerage Account

Not all public investments allow third-party registration; it is important to check with your investment issuer/broker prior to instructing STRATA to direct your investment. If you already have an account with a firm that allows third-party registration, use the link below to initiate the investment direction.

With a self-directed IRA, it’s important that investors complete their own due diligence on investments and investment promoters/advisors that they choose to work with – before investing. Learn more about a custodian’s limited role and visit Protect Yourself to find quick links, educational information, and tips to help you get started.