---
title: Investment Options | Self-Directed Knowledge Center
description: Learn about directing investments, allowable investments, and prohibited transactions.
---

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1. [Self-Directed Knowledge Center](https://knowledge.stratatrust.com/)
2. [Investment Options](https://knowledge.stratatrust.com/investment-options)

# Investment Options

 Learn about directing investments, allowable investments, and prohibited transactions.

- [What is a prohibited transaction?](https://knowledge.stratatrust.com/what-is-a-prohibited-transaction)
- [What can I invest in with my STRATA self-directed account?](https://knowledge.stratatrust.com/what-can-i-invest-in-with-my-strata-self-directed-account)
- [How do I fund an investment?](https://knowledge.stratatrust.com/how-do-i-direct-an-investment-within-my-ira)
- [Why is my investment showing a pending status?](https://knowledge.stratatrust.com/why-is-my-investment-showing-a-pending-status)
- [What are my options once my asset has paid out?](https://knowledge.stratatrust.com/what-are-my-options-once-my-asset-has-paid-out)

## Real Estate (Directly Owned)

- [What real estate can I invest in with my STRATA account?](https://knowledge.stratatrust.com/what-real-estate-can-i-invest-in-with-my-strata-account)
- [What are the IRS rules for holding/managing directly owned real estate?](https://knowledge.stratatrust.com/irs-rules-for-directly-owned-real-estate)
- [What are the steps to invest in directly owned real estate?](https://knowledge.stratatrust.com/what-is-the-pre-custody-process-for-directly-owned-real-estate-investments)
- [What are the steps for an in-kind transfer or rollover of directly owned real estate to STRATA?](https://knowledge.stratatrust.com/what-is-the-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?](https://knowledge.stratatrust.com/selling-directly-owned-real-estate)

## Private Equity

- [What types of private equity can I invest in with my STRATA account?](https://knowledge.stratatrust.com/what-types-of-private-equity-investments-can-i-hold-within-my-account)
- [What is the pre-custody process for private equity investments?](https://knowledge.stratatrust.com/what-is-the-custody-process-for-private-equity-investments)
- [How do I fund a private equity investment?](https://knowledge.stratatrust.com/how-do-i-direct-a-private-equity-transaction-after-your-investment-has-been-onboarded)

## Private Debt

- [What types of private debt investments can I invest in with my STRATA account?](https://knowledge.stratatrust.com/what-types-of-debt-investments-can-i-hold-within-my-account)
- [How are payments, servicing, and loan events handled for private debt investments?](https://knowledge.stratatrust.com/how-are-payments-servicing-and-loan-events-handled-for-private-debt-investments)
- [What is the pre-custody process for corporate debt/convertible note investments?](https://knowledge.stratatrust.com/what-is-the-pre-custody-process-for-private-debt-investments)
- [How do I fund a private debt investment?](https://knowledge.stratatrust.com/how-do-i-direct-a-corporate-debt-transaction-after-my-investment-has-been-onboarded)

## Gold & Precious Metals

- [Can I view my precious metals or request photos?](https://knowledge.stratatrust.com/can-i-view-my-precious-metals-or-request-photos)
- [What research should I do before I choose a precious metals dealer?](https://knowledge.stratatrust.com/what-research-should-i-do-before-i-choose-a-precious-metals-dealer)
- [What are the steps to invest in precious metals?](https://knowledge.stratatrust.com/what-are-the-steps-to-invest-in-precious-metals)
- [How are precious metals valued and taxed in an IRA?](https://knowledge.stratatrust.com/how-are-my-strata-ira-precious-metals-valued)
- [How are precious metals bought, sold, stored, or exchanged?](https://knowledge.stratatrust.com/how-do-i-authorize-a-buy-sell-or-exchange-order-for-precious-metals)

## Other Private Assets

- [Can I invest in crowdfunding?](https://knowledge.stratatrust.com/what-is-crowdfunding)
- [Can I invest in futures?](https://knowledge.stratatrust.com/what-are-futures)
- [Can I invest in structured settlements?](https://knowledge.stratatrust.com/what-are-structured-settlement-investments)

## Public Investments

- [Can I invest in publicly offered investments?](https://knowledge.stratatrust.com/can-i-direct-my-ira-to-invest-in-publicly-offered-investments)

- [Manage Your STRATA Account](https://knowledge.stratatrust.com/manage-your-strata-account#main-content)
  
  
  
  
  
    - [Online Account Access](https://knowledge.stratatrust.com/manage-your-strata-account#online-account-access)
    - [Account Maintenance & Forms](https://knowledge.stratatrust.com/manage-your-strata-account#account-maintenance-forms)
    - [Fees](https://knowledge.stratatrust.com/manage-your-strata-account#fees)
    - [Account Security & Protection](https://knowledge.stratatrust.com/manage-your-strata-account#account-security-protection)
    - [General Tips](https://knowledge.stratatrust.com/manage-your-strata-account#general-tips)
- [Learn About Tax-Advantaged Accounts](https://knowledge.stratatrust.com/learn-about-tax-advantaged-accounts#main-content)
  
  
  
  
  
    - [Self-Directed IRAs](https://knowledge.stratatrust.com/learn-about-tax-advantaged-accounts#self-directed-iras)
    - [Benefciary/Inherited IRA](https://knowledge.stratatrust.com/learn-about-tax-advantaged-accounts#benefciary-inherited-ira)
    - [Trump Account](https://knowledge.stratatrust.com/learn-about-tax-advantaged-accounts#trump-account)
- [Investment Options](https://knowledge.stratatrust.com/investment-options#main-content)
  
  
  
  
  
    - [Real Estate (Directly Owned)](https://knowledge.stratatrust.com/investment-options#real-estate-directly-owned)
    - [Private Equity](https://knowledge.stratatrust.com/investment-options#private-equity)
    - [Private Debt](https://knowledge.stratatrust.com/investment-options#private-debt)
    - [Gold & Precious Metals](https://knowledge.stratatrust.com/investment-options#gold-precious-metals)
    - [Other Private Assets](https://knowledge.stratatrust.com/investment-options#other-private-assets)
    - [Public Investments](https://knowledge.stratatrust.com/investment-options#public-investments)
- [Funding & Transfers](https://knowledge.stratatrust.com/funding-transfers#main-content)
  
  
  
  
  
    - [Direct Transfer](https://knowledge.stratatrust.com/funding-transfers#direct-transfer)
    - [Rollover](https://knowledge.stratatrust.com/funding-transfers#rollover)
    - [Annual Contribution](https://knowledge.stratatrust.com/funding-transfers#annual-contribution)
    - [Conversion & Recharacterization](https://knowledge.stratatrust.com/funding-transfers#conversion-recharacterization)
- [Distributions & Withdrawals](https://knowledge.stratatrust.com/distributions-withdrawals#main-content)
  
  
  
  
  
    - [Cash Distribution](https://knowledge.stratatrust.com/distributions-withdrawals#cash-distribution)
    - [Distribution (In-Kind)](https://knowledge.stratatrust.com/distributions-withdrawals#distribution-in-kind)
    - [Precious Metals Distribution - Liquidation Required](https://knowledge.stratatrust.com/distributions-withdrawals#precious-metals-distribution-liquidation-required)
    - [Delaware Depository](https://knowledge.stratatrust.com/distributions-withdrawals#delaware-depository)
    - [Texas Precious Metals Depository](https://knowledge.stratatrust.com/distributions-withdrawals#texas-precious-metals-depository)
    - [Tax Considerations](https://knowledge.stratatrust.com/distributions-withdrawals#tax-considerations)
    - [Transfers Out](https://knowledge.stratatrust.com/distributions-withdrawals#transfers-out)
- [Required Minimum Distributions (RMDs)](https://knowledge.stratatrust.com/required-minimum-distributions-rmds#main-content)
  
  
  
  
  
    - [Understanding RMDs](https://knowledge.stratatrust.com/required-minimum-distributions-rmds#understanding-rmds)
    - [Calculating Your RMD](https://knowledge.stratatrust.com/required-minimum-distributions-rmds#calculating-your-rmd)
    - [Taking Your RMD](https://knowledge.stratatrust.com/required-minimum-distributions-rmds#taking-your-rmd)
- [IRS Reporting](https://knowledge.stratatrust.com/irs-reporting#main-content)
  
  
  
  
  
    - [Fair Market Value](https://knowledge.stratatrust.com/irs-reporting#fair-market-value)
    - [Investment Income & Taxes](https://knowledge.stratatrust.com/irs-reporting#investment-income-taxes)
    - [IRS Form 5498](https://knowledge.stratatrust.com/irs-reporting#irs-form-5498)
    - [IRS Form 1099-R](https://knowledge.stratatrust.com/irs-reporting#irs-form-1099-r)

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STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.