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INVESTMENT OPTIONS
Learn about directing investments, allowable investments, and prohibited transactions.
REAL ESTATE (DIRECTLY OWNED)
- 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?
- Important Reminders for Self-Directed Real Estate IRA Transactions
- When I Sell the Property in My STRATA IRA, Can the IRA Seller Finance the Transaction?
- What Types of Property Can I Purchase With My STRATA IRA?
- What Is the Process to Sell Property Within My STRATA IRA?
- How Are Expenses and/or Improvements Handled for Real Estate Held in My STRATA IRA?
- How Is Title Held on Property in My STRATA IRA?
- May I Sell Property That I Currently Own to My STRATA IRA?
- May I Purchase a Foreclosure Property With My STRATA IRA?
- If I Decide I Want to Use the Property in My STRATA IRA, How Do I Take Possession of the Property?
- How Do I Report Income and Expenses in an IRA?
- Can I Use the Property Held Within My STRATA IRA?
- Does STRATA Provide Any Management Services With Regards to the Property?
- Can I Pay the Earnest Money Deposit Out-of-Pocket to Secure the Contract for My STRATA IRA?
- Does Rental Income Have to Be Deposited in My STRATA IRA?
- What Is a Prohibited Transaction?
- Do I Need to Provide STRATA With a Property Appraisal?
- Can My STRATA IRA Use Leverage to Finance a Real Estate Purchase?
- Can My STRATA IRA Purchase a Portion of a Property Along With Other Investors?
- Can My STRATA IRA Invest in Real Estate Through a Limited Partnership or Limited Liability Company?
- Are There Any Types of Property That STRATA Will Not Hold?
- Do I Need to Carry Liability Insurance on Property Held in My IRA?
- Who Should Be Listed as the Buyer on the Real Estate Contract?
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 AND 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?