For IRA Investors, a Stock Market Alternative: High-Yielding Notes Secured by Real Estate

Share Article

Real estate investing in Individual Retirement Accounts will be the focus of a friendly live web event, open to all, as two companies collaborate to shed light on a safe and high-yielding alternative to the rollercoaster ride of financial markets. The webinar will take place on Thursday, February 19, at 4pm MST, with replays available at

It suprises a lot of people, but we have IRA clients who invest in all kinds of real estate including golf courses, motels and marinas

Real estate entrepreneur Christopher Yates, President of CM Yates Inc., will explain how to invest in Notes secured by the deeds of trust of income properties. Third in a series of popular webinars, this session features Mr. Yates detailing step-by-step an actual investment made through his company from start to finish, including the lending process and returns on the note once the project is completed and sold.

Real estate investing is an effective way for people with self-directed IRAs to diversify their holdings, according to Bill Humphrey, principle officer at Entrust New Direction IRA. The Lafayette, Colorado-based firm again co-hosts and will record the February 19th event with Yates. "It suprises a lot of people, but we have IRA clients who invest in all kinds of real estate including golf courses, motels and marinas," said Humphrey. Also common are financial instruments secured by real estate such as those offered by CM Yates.

Patrick Hagen from Entrust New Direction IRA will be co-hosting the webinar, detailing an actual transaction where the investor used IRA funds to lend money to an individual, securing the note with real estate. Patrick Hagan has been with Entrust New Directions IRA in Colorado since 2004, and prior to that was manager of an Entrust office in Gainesville, Florida. He frequently teaches accredited continuing education courses for CPA's, Attorneys, Realtors, and Financial Planners.

CM Yates Inc., led by Christopher Yates, offers investments not only in high-yielding notes, but in individual residential properties. The company buys about 10 Denver properties per month and is expanding nationwide. It specializes in acquiring foreclosure homes at steep discounts to prevailing market values. While some are offered for sale, most become part of the company's growing, income-producing portfolio.

Yates has been featured in national and international media. Personal Real Estate Investor magazine (November/December 2008 issue) praises his creative financing strategies in a feature titled "Assured Returns by the Numbers." A recent interview at reports his views about recovery of the U.S. real estate market. His expertise was sought and recently published by a prominent Russian real estate journal. Articles and interviews are available at

"Home values seem to have stabilized in certain parts of the country," said Yates. "But investing in individual properties is too tricky and time-consuming for most people. Our Private Lender program gives them a way to participate in the upside of an improving market with none of the hassles."

That program offers exceptional out-of-the-box simplicity, said Humphrey, who has handled hundreds of real estate transactions in his Entrust office. Others are often more complicated. To avoid loosing the tax advantages of an IRA, investors must do a lot of things by the book. For example, a purchase offer must be submitted formally by the IRA, not personally by the account owner. A self-directed IRA must be opened and administered properly by an IRS-approved
custodian, such as Entrust New Direction IRA. The company strives to simplify what is, without proper guidance, a process fraught with perilous legal and tax consequences, according to Humphrey. Like its webinar co-sponsor CM Yates Inc., he said, Entrust aims ultimately to empower individual investors to succeed.

To register for the free webinar:

Replays of the entire webinar series, Levels 1, 2, and 3 are available at


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Vicki Clinebell


Email >
Visit website