A unique facet of self-directed IRAs (SDIRAs) is the fact they are tax-advantaged retirement savings accounts regulated by exclusive, rather than inclusive, IRS rules. At STRATA, we specialize in the custody of alternative and traditional assets held in SDIRAs, including:
- Directly owned real estate
- Investment crowdfunding platforms (equity and debt)
- Private equity - LLCs, LPs, hedge funds, and private or closely-held stock
- Private debt - secured promissory notes, corporate debentures
- Trust deeds and mortgage contracts
- Futures trading
- Structured settlements
- Precious metals
- Oil and gas investments
- Public investments – including public non-traded LPs, REITs, BDCs, closed-end and interval funds
- Brokerage accounts – for exchange-traded mutual funds, ETFs, and other public securities
- And more
The IRS has a fairly short list of investments that aren't allowed - and beyond that, each custodian determines assets they will or will not custody. STRATA does not custody certain real estate investments including, but not limited to, timeshares, foreign real estate, or property purchased through an auction or tax sale. Additionally, other investments such as unsecured promissory notes, single-member LLCs, and direct investments in cryptocurrency are also not allowed. For additional assets that are non-allowed investments, view our Rules and Regulations page. You may also visit our Investment Options page or talk directly to a business development representative to learn more about alternative assets held in SDIRAs.
