Investment Options
Learn about directing investments, allowable investments, and prohibited transactions.
Real Estate (Directly Owned)
- What real estate can I invest in with my STRATA account?
- What are the IRS rules for holding/managing directly owned real estate?
- What is the pre-custody process for directly owned real estate investments?
- What is the pre-custody process for an in-kind transfer or rollover of directly owned real estate?
- What are my options for selling or taking possession of real estate held in my STRATA account?
Private Equity
- What Is the Pre-Custody Process for Private Equity Investments?
- How Do I Direct a Private Equity Transaction After My Investment Has Been Onboarded?
- Private Equity: Investment Set-Up
- What Types of Private Equity Investments Can I Hold Within My STRATA IRA?
- Are There Any Types of Private Equity Investments That STRATA Will Not Process?
- What Is the Maximum Ownership Interest That a STRATA IRA Can Own in an Entity in Conjunction With Other Disqualified Persons or Family Members?
- Can My STRATA Account Invest in an Entity That I or a Family Member Owns or Controls?
Private Debt
- What Is the Pre-Custody Process for Corporate Debt/Convertible Note Investments?
- How Do I Direct a Corporate Debt/Convertible Note Transaction After My Investment Has Been Onboarded?
- What Is the Pre-Custody Process for Secured Debt?
- How Do I Direct a Secured Debt Transaction After My Investment Has Been Onboarded?
- What Types of Debt Investments Can I Hold Within My STRATA IRA?
- Are There Any Types of Debt Investments That STRATA Will Not Process?
- How Should Payments Be Sent to STRATA?
- What Do I Need to Provide to STRATA When a Secured Loan Is Paid off or Sold?
- What Happens if the Borrower Defaults on a Deed of Trust/Mortgage Held by My STRATA IRA?
- Does There Need to Be a Servicing Agent to Monitor the Collection and Terms of the Debt Instrument?
- Can My IRA Loan Funds to Family Members or to an Entity That I or a Family Member Owns or Controls?
Crowdfunding
Futures
Gold & Precious Metals
- How Do I Open a Precious Metals IRA Account?
- What Research Should I Do Before I Choose a Precious Metals Dealer?
- What Types of Precious Metals Are Acceptable/Non-Acceptable?
- Can I Take Possession of My Precious Metals After Investing?
- Where/How Are My STRATA IRA-Owned Precious Metals Stored?
- How Do I Authorize a Buy, Sell, or Exchange Order for Precious Metals?
- Does STRATA Buy, Sell or Exchange Precious Metals?
- How Are My STRATA IRA Precious Metals Valued?
- Are Precious Metal Sales Subject to Capital Gains Tax?