Investors can free themselves from just traditional retirement account investments (stock, bonds, etc.) and invest in real estate directly, provide secured real estate loans, invest in a small business and more.
Realty Yield’s role is to function as the “quarterback”, so to speak, in guiding investors through the steps and process necessary to begin utilizing funds currently deposited with traditional custodians (most don’t allow direct real estate investment).
Discuss with Realty Yield what to expect from a variety of real estate investment options.
If continued interest, proceed to set-up the appropriate type of self-directed retirement account (IRA or Solo 401k).
We will refer you to IRA Advantage, a national leader in self-directed retirement planning headquartered in Portland, Oregon. David Moore, Tom Moore and their team will set-up the appropriate retirement account to properly prepare you for investments in real estate or other alternative non-traditional investments.
Once the proper retirement account is set-up, Realty Yield will guide you through the entire real estate purchase process. Realty Yield is an expert Buyer’s Agent in all types of income-producing real estate. We will also arrange the required type of financing that is in compliance with the laws and regulations of utilizing debt within self-directed retirement accounts.
Additionally, since Realty Yield is a one-stop, full-service real estate service provider, we can also assist IRA/Solo 401K real estate investors with post transaction landlord support services to optimize the performance of their real estate investment-s between the buy and sell dates.
At Realty Yield, we want your investments to succeed. All investors need a plan, whether your goal is capital (equity) growth, maximum cash flow, realizing optimum tax benefits or any combination thereof.
The experts at Realty Yield will guide you through the complex and ever-changing world of real-estate investment with confidence. At Realty Yield, we know that lasting wealth comes from making the right decisions, at the right times. Knowing what to do in these moments is what sets Realty Yield apart.
By working with us, you’ll benefit no matter what your needs, whether you are looking to buy real estate property, sell real estate property, complete a 1031 exchange, secure a commercial loan, consult on investment real estate / portfolio performance improvement strategies, or executing a tax favorable exit strategy at retirement.
You are more than just a client, and we are more than just a brokerage firm. That’s why at Realty Yield, we make a personal commitment to you. We will create your own, unique, expertly crafted, Personal Real-Estate Investment Strategy. We give you the best results because we have the knowledge and experience to create your best plan of action. We will guide you through those vital decisions of what to do, how to do it, and when to do it.
We know we are only as successful as our clients. It is by providing unparalleled service that we keep our clients for life. Working side-by-side, year-in and year-out, we will proactively manage, assess, and strategize your financial investments through all stages of the investment life-cycle.