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

HIGH-YIELDING RENTALS IN NORTHERN CALIFORNIA!  It’s the HOLY GRAIL… the pixie dust…  the flawless diamond of cash-flow investing:  To own rental property with a STRONG cash flow in a SUPER-HOT MARKET that you can buy at a FAIR PRICE.  My friends… I’ve got it for you, right now, in the HOTTEST of hot markets in America.  I’m Bryan Ellis.  This is episode 166.-----Hello SDI Nation!  Welcome to the Podcast of Record for savvy self-directed investors like you.It was a great weekend this past weekend in Sacramento where I had the pleasure of meeting with investors in the SDI Private Equity fund.  That’s a great group of people and the real estate opportunities we have those folks involved in are… well… shall I say… QUITE IMPRESSIVE?  HeheheheIt was such a pleasure to meet all of our new clients along with many of you guys who are involved in other projects with us and chose to move forward on our Northern California investment adventures as well.  These are exciting times, folks!And I’d like to say to Karim – your

What are the CORE BELIEFS of the true self-directed investor?  This isn’t a touchy-feely notion.  When it comes to the financial security of yourself, your family, of future generations… and of the world-changing causes you believe in, your CORE BELIEFS as a self-directed investor….  What are they?  Or rather, what should they be?  I’m Bryan Ellis.  Let’s talk it through right now in Episode 165.----Hello, SDI Nation.  Welcome to the podcast of record for savvy self-directed investors like you!So, folks, I’ve usually got a very clear idea of where I want to go with a show before I start it.Today… I’ve got an inkling, but not perfect clarity.Here’s the deal… There are certain core issues that bind people like me and you together.  Or, maybe not.  That’s really the issue.  I want to find the words that get to the commonalities that will be like a bright-shining beacon in the night to those who understand self-directed investing – and the opportunities and responsibilities of wealth – in the same way I do.You se

What is ARROGANT MONEY?  ARROGANT MONEY sometimes disguises itself as conservative, careful decision making.  But at the end of the day, it’s simple foolishness, disguised as experience.  I’m Bryan Ellis.  I’ll help you to know if yours is ARROGANT MONEY right now in Episode #164.----Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you.Arrogant money… it’s a funny thing.Ever heard of it?  It’s kind of like “Old Money” because it really refers to the owner of the money more than the money itself.Arrogant Money describes the person who has had some success in one kind of investment, and thus presumes himself to be expert in all others as well.I’d like to tell you about a recent example of Arrogant Money… and I hope you hear the caution in the story.There’s a guy named Will.  Real guy, but that’s not his real name.Will is in his 80’s and is clearly a very smart guy.  For years he focused his investments on note investing.  In other words, he’d lend out his money to home

Want to get cash flow, appreciation and tax benefits from Real Estate?  Listen to this episode before you even think about buying another piece of rental property.  I’m Bryan Ellis.  This is Episode #163.-----Hello, SDI Nation.  Welcome to the podcast of record for savvy self-directed investors like you.I’ve got a dream… a vision… a new way of SERVING you, the affluent individual investor who seeks all of the great things that real estate investing can offer, like cash flow, appreciation and tax benefits.This vision is burning in me, and it’s going to change the game… just mark my word.So here’s the inside game that’s going on in my head that I’d like to share with you.For many years, I’ve been PROFOUNDLY fascinated with self-directed IRA’s and their potential.  Really cool stuff, to be sure.  So I learned a lot about them, did a few things, made a few mistakes… and really got to know the topic along the way.Then along came self-directed 401k’s… another huge change… another step up in potential… more great st

It’s CASE STUDY FRIDAY here at SDI Radio… Get ready for a real, recent example of a deal that’s going to motivate you because it’s REAL and because it’s REPEATABLE.  I’m Bryan Ellis.  This is episode #162.----Hello, SDI Nation!  Welcome to the podcast of record for Savvy, Self-Directed Investors like you!About 10 days ago, I shared with you an EXTRAORDINARY opportunity involving our passive property flipping program.  The basic idea is this:  In select, strategic markets, we at Self Directed Investor Society serve our clients by providing access to the SDI Flipping teams, who acquire, renovate and resell properties for our clients.Our numbers have been consistently EXTRAORDINARY… in fact, we had another closing just yesterday in Phoenix.  I’ll share the numbers with you on that one in a couple of days.But as for today, there’s another deal I’d like to share with you… and this one is in our hottest target market, Stockton, CA.  In that market, we purchase great properties – usually from the trustee sale – then

QUICK!  When $1.2 million drops in your lap, how do you invest it?  I’m Bryan Ellis.  I’ll tell you exactly how RIGHT NOW in episode #161.----Hello SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!What would you do if $1.2M in investment capital just dropped in your lap?  That’s what happened to Ted, a listener to this show who recently completed the sale of one of his businesses and now has a cool $1.2 million of after-tax money just sitting there, waiting to be deployed.Ted is a VERY SMART GUY.  Brain surgeon level.But for Ted – like so many other people who are very successful in their own fields of endeavor – well, when it comes to investing, his logic turns off.So Ted called me up and said:  Bryan, I’ve got $1.2M.  I’ve heard you talking a lot about these little houses in Birmingham that I can buy for under $60,000 each.  And that are yielding net returns of 10-15%.  My calculations say that I could buy 20 of them and would immediately have a net income of at least

Why does this show – Self Directed Investor Radio – even exist, and why is it strategically wise for you to be a listener?  Today I open up about my motivations for doing this show… and my friends, it’s all about YOU.  I’m Bryan Ellis.  Listen in right now to discover whether I really know who YOU are, or not!  This is Special Episode #160.----Hello SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like YOU!It’s another beautiful Monday morning, and I’m SO GLAD to have another day on planet earth and another 7 minutes to spend with you!Let’s cut straight to the heart of the matter, shall we?This show is designed to serve the unique needs of the affluent self-directed investor.  What does that really mean… who is this show really for?First, you must have an interest in growing your financial portfolio.  In other words, you must be an investor.  Second, is “Self Directed”.  While you might have a financial advisor and a conventional portfolio of stocks and mutual funds, chances are

Every American walks around with a bazooka strapped to their should all of the time, right?  What CORE BELIEFS of yours are totally false… and are costing you the chance to enjoy astounding investment results?  I’m Bryan Ellis.  I’ll expose the profit-sucking bias you don’t even know is controlling your mind RIGHT NOW in Episode 159.----Hello SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!So there we were in an elevator.  My wife and I were heading downstairs in a hotel to a presentation to some affluent investors.  I had a large cylinder strapped over my should which contained a poster I was going to use in the presentation.  The doors opened on another floor for a lady to get in, and when she said “hello”… it was clear she was European.But she kept staring at my poster tube.  She seemed really uncomfortable.So, clearly joking, I looked at her and said – “This is my bazooka.  Where’s yours?”  If you don’t know, a bazooka is a cylindrical weapon used to launch grenade

Ever had a BIG SETBACK in your investing objectives?  Yesterday, I had one, and I’d like to tell you about it so we can all learn together.  This one is expensive, folks… and will be good for you to know.  I’m Bryan Ellis.  This is Episode 158.----Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you.Folks, I’m guilty of something that I’d like to confess.  It’s not really a sin or a moral failing, but something that I need to correct nonetheless.This show… which I LOVE doing… I mean I truly LOVE it… every episode is like a dream fulfilled for me, well… I’ve not been as fully authentic with you as I want.  That’s not to say I’ve been deceptive… that’s far from the truth.  In fact, I pride myself on offering you brutal honesty.  And that must come through, given then really nice review that Dave the Cop left for this show on iTunes where he said “Bryan’s program and information is refreshing!  His honesty and integrity come through.”Dave, I really… REALLY appreciate th

WHAT IF you could buy a GREAT MUTIFAMILY property that stands on it’s own as a GREAT INVESTMENT… but without spending a single penny more, you get a HUGE tax benefit for this year’s taxes… and in the process, you feed over 1,500 desperately poor children 2 meals every single day?  Today’s DEAL OF THE WEEK is the ultimate example of doing very well for yourself while doing great good for others.  I’m Bryan Ellis… this is Episode 157.----Hello SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!I’m REALLY JAZZED about today’s show, people!  You’re going to hear about an awesome investment opportunity that – even if there wasn’t an EXTRAORDINARY social and spiritual benefit attached to it – would be a great deal all by itself.  But with this add-on benefit… wow… this one is impossible to ignore.So here’s the thing…My wife Carole and I have a burning desire to bring practical help to people who are desperately poor and without hope.  We don’t talk publicly about this private p

What is the HOTTEST REAL ESTATE MARKET in America?  A “top 20 hottest markets in America” list was just released by a big real estate organization… but I’ll tell you why their #1 market isn’t even close… and what part of the country absolutely is LIGHTING IT UP where real estate appreciation is concerned… and how YOU can profit from it, no matter where you live!  I’m Bryan Ellis.  This is episode 156.-----Hello SDI Nation!  Welcome to the podcast of record for savvy, self-directed investors like you!Ok, people, I get it!  You missed me!  Hehehehe.  Thank you for all of the nice emails so many of you have sent me in the last few days as I had to step back and focus on our real estate business a bit.  There are some crazy exciting things happening and it’s been so much fun to watch.  Carole and I have about 13 real estate transactions in progress right now and 3 of them are closing in the coming week alone.  So things are just crazy right now… crazy wonderful!So… you want to know about the hottest market in Ame

You want great investment opportunities in the Golden State of California!  Well, we’ve got the great opportunities you’ve been looking for in Cali, and I’ll tell you all about them right now.  I’m Bryan Ellis.  This is Episode 155.----Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!Here we are on another glorious Monday!  I don’t know if you look forward to Monday like I do, but my friends… it’s got to be my favorite day of the week… Except for the other 6, which I also love!Folks, a disproportionately large number of you, my dear listeners, live out in California.  And a lot of you who don’t live there would like the opportunity to invest there.Today, I’m going to tell you about a way to do that that’s Simple… Safe… and Strong.  Crazy strong, actually.Let’s start with a little example, shall we?Just a few weeks ago, the SDI Flipping Team in northern California closed a very good – and rather typical for us – real estate flip transaction.Will you bear with me f

Want a BRILLIANT way to find a high-quality tenant for your rental property?  This one is so simple, and so powerful, it’ll SHOCK you.  I’m Bryan Ellis… this is Episode 154.----Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!If you’re buying nice houses in nice neighborhoods as rentals, one thing is for sure:  You have a HUGE vested interest in making sure that you’re finding great, high-quality tenants.  In fact, when you’re buying into “Class A” type homes, the lower the concentration of rental properties versus owner occupants is for your target area, the more important it is that you find what I call “owner-quality” renters.Good news:  I’ve got a brilliant and simple way to do that.But here’s the thing – you shouldn’t be managing your own property, even if you live next door.  Let property managers do what they do, and you focus on building your portfolio.  So, maybe you should tell your property manager to listen to this episode for your benefit.  Just tell

Want a way to generate monthly cash flow that’s MORE PROFITABLE and LOWER STRESS even than a well-managed rental property?  How’s 12% per year - or more - sound?  I’m Bryan Ellis, and I’ll tell you how to do it RIGHT NOW in Episode 153.----Hello SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!People, people, people… I’ve been getting a lot of notes lately saying something like… “Bryan… you used to talk a lot about real estate notes as the best asset class, and now all I hear you talking about is rental properties.  Aren’t notes still a good option?”My friends, not only are high-quality real estate notes a good option, but they remain a MUCH BETTER FOUNDATION for your portfolio than anything else… including rental properties!For those of you who may be new listeners, a note – also called a mortgage – is just a loan for which real estate is placed as collateral.  So let’s say you have $100,000.  You might choose to lend that to someone in exchange for a certain interest

There’s been a IMPORTANT RULING in federal court that’s big for owners of rental properties… and this one is all about MANDATORY GOVERNMENT INSPECTIONS of rental houses.  If you’re a prospective owner of rental property, pay close attention to this one.  I’m Bryan Ellis.  This is episode 152.----Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!If you’re a rental property owner with property located in a jurisdiction that has mandatory rental property inspections – particularly in the jurisdictions that FORCE the inspection and DEMAND that you pay for it, too – you know how much of a problem those inspections can be, with very substantial, very detailed, and sometimes very ARBITRARY standards which can cost property owners thousands of dollars, even for very well maintained properties.Many locales even include CRIMINAL penalties for landlords who fail to comply with the inspection requirement.  That’s right… I said CRIMINAL penalties.  It’s a big deal.But there’s

Today you learn why the “wealth building” model you’ve been taught about rental property investing is – well, it’s totally ASS-BACKWARDS – and I’ll teach you a MUCH SMARTER way that can yield you a portfolio of 15 reliable, high-yielding rental properties for a one-time investment of ONLY $150,000.  I’m Bryan Ellis… get ready to have you mind blown right now in Episode 151.----Hello, SDI Nation!  Welcome to the podcast of record for savvy self-directed investors like you!I hope you’ll forgive my use of the mildly vulgar word in today’s introduction, but this one is worth shocking you to get your attention.There’s a belief that’s pervasive… and it’s true.  The belief is this:  Rental property investing can make you wealthy over the long term.That’s very, very true.  Folks, the advantages of owning rental real estate are almost too vast to mention… regular income, appreciation, tax benefits… it’s like the ultimate cornucopia of investment benefits.But the way you’re taught to achieve it is, well… it’s totally b

Want to know what a REALLY sexy rental property cash flow deal looks like?  I’ll profile one for you right now… and tell you how to find deals like this little jewel for yourself… maybe even this exact property!  I’m Bryan Ellis.  This is episode 150.-----Hello, SDI Nation.  Welcome to the podcast of record for savvy, self-directed investors like you!My friends, there’s great wealth to be built by owning alternative assets – you know, assets other than those your financial advisor would sell to you.  Nothing wrong with a good financial advisor, they certainly have their place, but I’ve observed that almost exclusively, the only thing they’ll offer you are assets that come from Wall Street.  But is there a better way?The answer is, without a doubt, YES.  I’d like to give you a REAL example today.  And you’re going to want to pay close attention to this for two reasons:First, it’s a GREAT case study of a particular type of cash flow-generating asset that has a place in nearly every portfolio… quite certainly, i

Find This Episode - and All Resources - here: https://SelfDirected.org/podcasts/investor-talk/big-lie-ira-not-limited-using-non-recourse-loans-episode-149   Interested in borrowing money in your IRA to do bigger deals?  Have you been told you’ve got to use a Non-Recourse loan?  THINK AGAIN… It’s just not true!  In fact… I’ll tell you why even some “Non-Recourse” loans don’t even qualify for use in an IRA.  I’m Bryan Ellis.  I’ll tell you the brutal details RIGHT NOW in Episode 149 of Self Directed Investor Talk. ---- Hello, SDI Nation!  Welcome to the podcast of record for SAVVY self-directed investors like you! There’s been a whirlwind of activity here at SDI Headquarters.  We’re doing a lot of great deals with our clients and we’ve got a couple of really, really solid multifamily properties that, frankly, are truly solid deals – one of them a 5-unit building in the $250,000 price range and a 12-unit building around $800K.  Both fully renovated with highly reliable cash flows and double digit cap rates… a

STOP THE PRESSES!  I was WRONG about investing in Gold in your retirement account!  Yes, I made a rare error, and I’m here to correct the record.  But WAIT A MINUTE… you’re going to be surprised about HOW I was wrong… and you’ll learn something very valuable in the process.  Plus, you’ll hear about an EXTRAORDINARY multi-family investment property opportunity.  I’m Bryan Ellis.  You’ll get it all right now in Episode 148.----Hello, SDI Nation.  Welcome to the podcast of record for savvy self-directed investors like you!Yes, you heard it right:  I screwed up.  Sort of.  But people… not a single one of you caught my error.  What’s up with you people?Hehehehe.  It actually took the watchful eye of the venerable expert Mr. Tim Berry, IRA & 401k attorney extraordinaire out in Phoenix.  Tim, thanks for catching my error… but don’t you have better things to do than listen to this little podcast?  Ha!  Of course you don’t… because this is the PODCAST of RECORD for savvy self-directed investors!  Seriously Tim, th

GOLD!  No matter how expensive or cheap gold is, there’s always a lot of conversation about investing in it through an IRA or 401k.  But the IRS says you can’t use your IRA to invest in collectibles, which includes metals and coins.  Is it even possible or legal to buy gold in your IRA or 401k?  I’m Bryan Ellis.  I’ll tell you the answer right now in Episode 147.-----Hello, SDI Nation!  Welcome to the podcast of record for savvy, self-directed investors like you!It’s always easy to stir up conversation and find out what a person’s world view is by bringing up the topic of gold investing.  Gold is the one asset where many otherwise intelligent investors are wholly willing to completely ignore declining value just because of the feeling of security offered by ownership of the asset.  It’s as if Gold occupies some rarified plain of uniqueness among asset classes.And you know, I’m not really going to argue with that.  I’m not a total brainwashee to the whole “gold” thing… but I certainly see the point of those wh