Find the Right Partner to Invest Tax-Free
Using a self-directed IRA to invest in real estate can be one of the most powerful ways to build long-term, tax-advantaged wealth. But it also comes with strict IRS rules — and choosing the wrong custodian or advisor can result in costly mistakes.
At RealWealth, we don’t provide SDIRA services, but we’ve worked with thousands of investors who can benefit from companies that do. That’s why we’ve curated a list of vetted self-directed IRA custodians, facilitators, and attorneys specializing in real estate investments.
Why the Right SDIRA Professional Matters
Stay IRS-Compliant
One wrong move, like working with a disqualified person or taking indirect possession of property, can blow up your IRA. The right pro helps you stay compliant.
Invest in Real Estate Confidently
Whether buying a single-family rental or investing in a syndication, you need an expert who understands how real estate works inside an IRA.
Coordinate Your Team
A good SDIRA custodian works seamlessly with your CPA, attorney, and investment sponsor to ensure funds are moved and documented properly.
Our Trusted Self-Directed IRA Partners
These professionals have been vetted by RealWealth and are known for their experience, responsiveness, and investor-first service. Many offer flat fees, digital dashboards, and support for both traditional and Roth SDIRAs.
What to Look for in a Self-Directed IRA Custodian
- Real estate transaction experience
- Clear fee structure (flat vs. asset-based)
- Fast turnaround times
- Compliance support and education
- Strong customer service and account access
Frequently Asked Questions
What is a self-directed IRA for real estate?
A self-directed IRA allows you to use retirement funds to invest in real estate, private notes, syndications, and more, with tax-deferred or tax-free growth.
Can I manage the property myself?
No. Direct management by the IRA holder is considered a prohibited transaction. You must use a third-party manager or operate passively (like in a syndication).
What’s the difference between a custodian and a facilitator?
The custodian holds and reports your assets to the IRS. A facilitator helps with paperwork, transfers, and coordination — but doesn’t hold funds.
Do all custodians allow real estate investments?
No. Many traditional IRA custodians do not. You’ll need a self-directed IRA custodian that specifically supports alternative assets like real estate.
Can I invest in syndications with an SDIRA?
Yes. As long as it’s structured correctly and doesn’t involve disqualified parties, you can invest in private deals and earn income tax-deferred or tax-free (with a Roth SDIRA).
Already Educated on SDIRAs? Ready to Act?
You can read more about how self-directed IRAs work for real estate in our complete guide here. But if you’re ready to take the next step and open or fund an account, start by connecting with one of our trusted partners!
