Self Directed Investor Talk: Alternative Asset Investing Through Self-directed Ira's & Solo 401k's

Are YOU interested in investing in residential real estate?  If so, there’s one more threat to your property value that didn’t exist before a few years ago… but it’s a big one.  And you have companies like AirBNB, VRBO, HomeAway and CraigsList to thank for it.  I’m Bryan Ellis.  I’ll tell you all about it RIGHT NOW in Episode 146.----Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like YOU!Imagine this:  You’ve bought a great house in Austin, Texas… or Tuscaloosa, Alabama… or San Diego, California… or Tallahassee, Florida… or Boise, Idaho… or Seattle, Washington… or any of hundreds of other cities ALL OVER America…It’s a good house in a good neighborhood.  It’s certainly a Class A property… the type of place that would be entirely suitable for you and our own family to live in.  This isn’t a war zone.  This is a place with walkable streets and obvious local pride.Your hopes are high.  You’re going to rent out that property, make a little cash flow, and build some equity.

Want a way to buy very safe, very profitable real estate notes… and recoup ALL of your capital within 90 days while still receiving zero-risk profits for years to come?  I’m Bryan Ellis.  I’ll tell you how to do it RIGHT NOW in Episode 145.----Hello SDI Nation!  Welcome to the podcast of record for savvy, self-directed investors like you!Here’s a shout out to Julie Blackwell, who just yesterday and without any prompting, gave this show a 5-star rating on iTunes and left this review… she said:  “This is the best and most honest investment advice I’ve ever listened to.  Thanks so much!”Julie… THANK YOU… I’m so grateful to you.  Please do me a favor, Julie… drop an email to me at feedback@sdiradio.com.   I’ve got a special thank-you gift I’d like to give you for giving this show such a nice, unsolicited rating on iTunes.  I look forward to showing you my appreciation!Oh… that goes for the rest of you, too…  if you’ve not already given this show a 5-star rating on iTunes, I’d be really grateful if you’d do that r

What do you think when you hear the term “SECTION 8”?  For most of us, thoughts of this government assistance program that provides housing to low income people sends chills down our spines.  And that may be exactly the right response… but is it really?  Today we look at the Section 8 program from an objective point of view and learn 5 solid reasons rental property owners shouldn’t write off this program.  I’m Bryan Ellis.  This is Episode 144.----Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!I had the pleasure of spending yesterday with a brand new client named Mike from Delaware.  Mike is a brand new listener to this show, having discovered us just last week.  But he was bright enough to see the opportunity in the cash flow properties I’ve mentioned to you during the past week, and he came for a visit to make a purchase.  Mike, it was great to meet you, and I look forward to serving you well!By the way, folks, for those of you who may be interested… all 19 o

You ever heard things like “only buy class A or class B rental property”?  Or what about… “stay away from Class C properties” or “never go into a war zone!” or “Section 8 tenants are a problem waiting to happen”?  Every one of these… a generalization.  But are they facts… or just marketing hype?  I’m Bryan Ellis.  As always, I’ll help you separate propaganda from truth RIGHT NOW in episode #143.-----Greetings, SDI Nation!  You people are the ABSOLUTE BEST and I’m so grateful for you!  Welcome to the podcast of record for savvy self-directed investors like you!Folks, generalizations in real estate are almost never true.May I give you an example?  Of course I can, it’s my show!  So here goes:This, by the way, is a true story.  Totally true, no detail is embellished.This past Friday, I had a meeting with a guy who was soliciting me for access to YOU, my dear friends.  You people are a very hot commodity!Anyway, the man I was sitting with has done many hundreds of real estate deals.  He’s basically a high-volume

Think Uncle Sam is protecting the money you’ve stashed away in 401k’s, IRA’s and mutual funds?  Think again, folks.  The feds are, time and time again, allowing convicted felons to handle your retirement money – even though that’s blatantly against the law.  And I’m about to tell you exactly which firms have the felons in their employ – and why Uncle Sam is so happy to break the law on behalf of Wall Street and to YOUR detriment.  That’s all RIGHT NOW  in Episode #142.----Hello, SDI Nation – welcome to the podcast of record for savvy self-directed investors like you!Today, I have a real doozy for you.  It’s going to disgust you… unless, of course, you like blatant collusion between Uncle Sam and Wall Street that represents REAL RISK to your money.So, you ever heard of a QPAM?  Nah, most people haven’t.  It stands for “Qualified Professional Asset Manager”.  It’s a designation given by the feds to SOME companies that allows them to break the rules.Yep, you heard that right.  You’ve certainly heard me discussin

The king is dead, long live the king!  The Self-Directed IRA used to be the king of the hill for self-directed investors planning for retirement, but now, it’s the Self-Directed 401k… and it’s so much better than the IRA version, it’s not even close.  But do YOU qualify to have one?  And if not, HOW CAN you qualify?  I’m Bryan Ellis.  I’ll tell you right now in Episode 141.------Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!For the longest time, the Self-Directed IRA was the king of the hill for those of you who want to invest your retirement funds in anything other than stocks, bonds, mutual funds or any other exchange-traded asset.  The Self-Directed IRA was like manna from heaven because suddenly, here was a tool that imposed very few limits on our investment choices, and we could finally buy real estate or private companies or precious metals or private placements or whatever we wanted with very few real limitations.What’s more, there was a broad perceptio

Self Directed IRA’s are powerful.  Self-directed IRA’s are flexible.  Self-Directed IRA’s can help to make you very, very rich.  And today, I’ll give you the sobering reason to consider abandoning your self-directed IRA, and to never, ever use it again.  I’m Bryan Ellis.  I’ll give you the reasons, and the solution, RIGHT NOW in episode #140.------Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you.My friends… I’m going to do it again today… I’ll bang the drum on the risk of prohibited transactions, and why those of you who are doing real estate transactions – or investing in nearly any non-exchange-traded assets – are taking a huge, unnecessary risk by sticking blindly to the use of your self-directed IRA.But first… HOLY COW, people!  Clearly, a whole lot of you are interested in owning some cash-flowing rentals!  Registrations for this week’s webinar about that topic have absolutely blown up.  Here’s the deal:  I’ve found one of those gold-mind types of opportunit

Hedge funds, venture capital and private placements.  Ah yes… it’s the world of investing that’s open only to the wealthiest of investors… until now.  I’m Bryan Ellis.  I’ll tell you why the most hush-hush of investment opportunities are taking to the streets for everyone to see RIGHT NOW in Episode 139.-----Hello, SDI Nation!  Welcome to the podcast of record for savvy, self-directed investors like you!You know, as I sit here behind the SDI microphone, I’m struck by the sheer enormity of the opportunity that’s available to smart, well-connected investors.  Case in point:  Just yesterday, I met with a guy who owns a company who has built a portfolio of over 50 single-family rental properties, nearly all of which are yielding 12%+ per year from cash flow… sometimes MUCH more… and that’s assuming full purchase with cash, not one of those hocus-pocus deals where the high return is only because of taking on mortgage debt.  These properties are just WINNERS… high yielders… and very, very attractive.But you know wh

Hello, SDI Nation!  I’m Bryan Ellis, your host for Self Directed Investor Radio.  Today is unusual… There will not be a normal episode of SDI Radio.  Why is that, you may ask?Here’s why, my friends:  At the end of the day, I’m not just the host of a booming podcast, nor am I just the publisher of a very successful real estate newsletter.  I’m a self-directed investor investor, too… I actually DO the things I speak to you about each day.And I’ve got to take a sudden, rather unexpected trip to do some serious due diligence on what appears to be a very attractive porfolio of over 50 cash-flowing rental properties that can be acquired at very, very attractive pricing.  It’s a classic distress situation – a guy who is a very seasoned real estate investor is having serious trouble with his business partner, and they’ve got a legal dispute brewing between them.  They’re trying to unload their property portfolio as quickly as possible because that’s the advice they’ve been given by their attorneys and mediators.Bad f

Contempt, Whistleblowers and Wall Street.  Today you learn just how far the scumbags on Wall Street will go to line their own pockets at your expense, and it's DISGUSTING.  Get ready for more evidence that the men and women of "BIG FINANCE" absolutely loathe you.  I'm Bryan Ellis.  This is Episode 138.------Hello, SDI Nation.  Welcome to the podcast of record for savvy, self-directed investors like you!Today, you hear a story that's disgusting, but very illustrative.  I hope you'll not just take this story as an anecdote, but as a motivator to action.  Because my friends, though this story is about the contempt that drives one single person, if he gets what he wants, it will have a very direct and very negatve impact on millions of people-quite certainly including many, many listeners to this show.Today's story is one of contempt and greed.  Allow me to set the stage.Back in 2006, Congress authorized the creation of a Whistleblower Office within the IRS.  The idea was simple - to motivate people to identify o

If one is good, two must be better, right?  In the world of Self-Directed IRA’s, the answer is probably YES!  You’ll be shocked at just how smart it can be to have more than one retirement account.  I’m Bryan Ellis.  You’ll learn how RIGHT NOW in Episode 137.-----Hello, SDI Nation!  You’re looking great, today, people!  Did you do something new with your hair?  HeheheheYou know, it’s nice to be back among the living, so to speak.  As my regular listeners know, I’ve been quite ill during the past several weeks, and it was awful.  I’m on a rapid climb back to full health and actually got to work a full day yesterday which has been quite rare lately, but so very welcomed!  My work backlog is huge, and I’m so happy to be with you here right now!Folks, I mentioned earlier in the week that by end of this week I’ll finish a new e-Book called “The Portfolio Fortress” that outlines a really great, and very efficient, approach to protecting your assets from financial predators, and it’s particularly apt for those of yo

What happens to your IRA or 401k when you pass on to the sweet by and by?  Whether your heirs receive the fruit of your effort easily and immediately, or whether they have to fight with the government, creditors and a lengthy bureaucratic mess is TOTALLY up to you.  I’m Bryan Ellis.  I’ll tell you how to make sure your loved ones get what you want them to have RIGHT NOW in Episode 136.-----Hello, SDI Nation!  Welcome to the podcast of record for savvy, self-directed investors like you.There’s one really interesting thing I’m observing with startling frequency about the way that very wealthy people use IRA’s versus their less affluent counterparts.  It’s not as a vehicle for retirement savings, but as a tool for estate planning.Now, my friends, much of this audience is, in fact, sufficiently wealthy that this is directly relevant to them.  But even for those of you who are merely affluent, and not truly “swimming in it”… well, this information is highly relevant for you, too.See, here’s the thing:  IRA’s offer

Did you know that the Feds are talking about setting NEGATIVE interest rates?  I’ll prove it to you… and tell you the real effect of insanely low interest rates on YOU as a self-directed investor  RIGHT NOW in Episode #135-----Hello, SDI Nation!  Welcome to the podcast of record for savvy, self-directed investors like you!  What you hear on this show will invariably be on all of the other shows you listen to… because those show hosts listen to SDI Radio just like you do!Negative interest rates… what a weird concept!  Even weirder to have the concept being raised at Federal Reserve meetings, and then hearing denials from the Federal Reserve Chairwoman that sound, overwhelmingly, like non-denials.  And my friends, just like every episode, this isn’t some fluffy theoretical discussion.  It has a real impact on your finances… all the way down to the fees you pay for your self-directed IRA!  More on that in a minute.First, I’d like to thank you folks again for being so patient with me while I’ve been ill.  I’m sti

What is a SERIES LLC, and why are self-directed investors so excited about this new legal structure?  I’m Bryan Ellis.  I’ll tell you the good AND the bad about Series LLC’s right now in Episode #134.-----Hello, SDI Nation!  Welcome to the PODCAST of RECORD for savvy self-directed investors like you!So have you heard of it?  This thing called a “series LLC”?  It’s a relatively new type of legal structure that offers the flexibility of multiple legal entities in one, in a manner of speaking.So, for example, let’s say you create a new LLC called SDI LLC and you register it as a “Series” LLC.  What this means is that by creating that one entity, you have actually created a virtually unlimited number of entities because you can then, without paying additional registration fees, create additional entities such as SDI Series 1 LLC, SDI Series 2 LLC, SDI Series 3 LLC, etc…Now here’s what’s cool about that… the governing law for this type of structure explicitly states that, in the eyes of the law, that each of those

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You don’t know my voice… but as a listener to this show, you know my work, as you’ll soon see!  I’m filling in today for Bryan while he’s ill, but we’re not going to miss a beat. Today you learn how to confirm beyond any shadow of a doubt that the latest, greatest self-directed retirement account strategies you’re hearing about are officially kosher with the IRS before you ever take the plunge.  I’m Carole Ellis.  This is episode 132.----Hello, listeners in America and the world over!  It’s so exciting to be with you today!I’m sitting in for Bryan today, who is, despite his stubborn insistence to the contrary, still quite ill.  He’s been struggling with some rather severe respiratory illness, and hopes to be back to full health soon.  But you folks should feel honored:  Each day, for the past 2 weeks, he’s only been able to work about 2-3 productive hours per day before being too exhausted to continue, and each day, he’s given that time to you guys, because he LOVES doing this show.  It really makes him very

Real estate can be a great investment for retirement.  Retirement accounts can be a great way to eliminate taxes.  So you might be surprised to discover it may be a TERRIBLE idea to buy real estate inside your IRA or 401k.  I’m Bryan Ellis.  I’ll tell you why RIGHT NOW in Episode #131.-----Hello SDI Nation!  Welcome to the podcast of record for savvy, self-directed investors like you!No secret here, my friends:  I love self-directed retirement accounts… particularly roth accounts.  The tax advantages are really amazing and for many people, the bigger and less well-known benefit comes from the estate planning potential of those accounts.So it’s my default to assume that if an investment can be done inside of a self-directed IRA or 401k, that it should be.  And while it turns out that’s a reasonable DEFAULT for nearly every other asset class, that default is absolutely NOT true for real estate, and we’ll talk about why right now.But first, a quick announcement for those of you who own real estate notes.  If you

Donald Trump!  He’s soaking up all of the headlines in the Presidential race, but nobody really knows much about what he believes.  Is there a right way to see Trump from the perspective of a wise, responsible self-directed investor?  There sure is.  I’m Bryan Ellis.  I’ll help you see that perspective RIGHT NOW in Episode #130.------Hello, SDI Nation!  It is SO GOOD to be back in the saddle.  For the last two weeks, I’ve struggled with a combination of pneumonia and bronchitis… and it’s been MISERABLE!  I’m not at 100% yet – probably still only about 85% - but I’ll give every bit that I have to making this an unforgettable experience as you listen to this, the podcast of record for savvy, self-directed investors like you!Thank you for the rather overwhelming response to the last episode, #129 – available at SDIRadio.com/129 – where I encouraged you to view “bankruptcy” not as a financial escape hatch, but as a standard of financial preparedness.  My theory is this:  Bankruptcy is the one situation in which a

BANKRUPTCY!  If you’ve done it, you don’t like to talk about it.  If you’ve never done it, you might with contempt on those who have.  But I’m about to tell you why BANKRUPTCY is more important to those of you who are financially strong than for anyone else… and for a reason you’d never, ever guess.  Get ready for a perspective on Bankruptcy you’ve never heard before.  I’m Bryan Ellis.  This is Episode 129.-------Hello, SDI Nation!  Welcome to the podcast of record for brilliant, discerning self-directed investors like you!Apologies once again for the raspy voice.  This respiratory challenge is really taking it out of me, folks, but I find it impossible to resist the urge to spend this time with you each day, and am so grateful for your time and attention, so let’s get started.I’d like to begin with an interesting formal announcement from the IRS.  Apparently, they will no longer accept checks for tax payments in excess of $99,999,999.00.  That’s right.  So for those of you who might have to write a check for

Conventional wisdom says that you’ve got a good rental property deal if your rent equals 1% of the purchase price.  Sure, go ahead… but it’s a dangerous smokescreen that could thrash your portfolio.  I’m Bryan Ellis.  I’ll tell you exactly why RIGHT now in Episode #128.-----Hello, SDI Nation.  I’m still sounding awful, but starting to recover from my bout with pneumonia and bronchitis, thankfully.  And do you know what?  There’s NOWHERE I’d rather be than RIGHT HERE with you on the podcast of record for savvy self-directed investors like YOU!I feel the need to gush over you guys again and how amazingly well you’re supporting this show.  I’ll just summarize that by saying… THANK YOU!  You people are awesome.So, I had an interesting experience recently that I wanted to tell you about.I had a great rental property investment available, and called one of my clients who had expressed an interest in acquiring new cash flow deals.  Now, who is named Cathy, is a very smart lady.  I respect her opinion.  So when she r