Lunch and Learn with Advanta IRA: Commercial Real Estate Investments with Self-Directed IRAs

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Self-directed IRAs are favored by investors who want control of their own funds and investment decisions. Advanta IRA and guest Bob Godard, CEO of Compass Real Estate discuss the use of these accounts to make commercial real estate investments to build wealth for retirement.

commercial real estate, self-directed iras
Savvy investors capitalize on their own knowledge to acquire alternative investments in self-directed IRAs.

A self-directed IRA is a unique retirement account that gives owners absolute control over their own investment funds and choosing their own investments. Those who self-direct understand their chances of success are better if they invest in things they know and understand. Commercial real estate investments are permissible in these accounts and can prove to be potentially lucrative for those who have knowledge in that area.

There are two types of investment types one can make regarding commercial property. Active investments are those wherein the investor is involved in the management and/or improvement of the property, which can be quite an undertaking. In a passive investment, a third-party property manager is hired to perform these duties.

During this lunch and learn, Education and Marketing Director, Monte Smith, of Advanta IRA Administration and Bob Godard talk to attendees about the advantages passive commercial real estate investments involve. Godard, CEO of Compass Real Estate, has been investing in real estate for 20 years and also has experience working with IRA investors. He will share his expertise and experience regarding these transactions. Smith will cover using self-directed IRAs to acquire these assets, the administrative details involved, as well as rules of investing with retirement funds.

“Savvy investors capitalize on their own knowledge to acquire alternative investments in self-directed IRAs,” says Jack Callahan, managing partner of Advanta IRA Administration. “Those who are familiar with commercial real estate transactions may find these investments are worth looking into—and can provide diversity in their portfolios.”

Advanta IRA offers educational events weekly for investors who wish to learn more about self-direction. Those interested in commercial real estate investments are encouraged to attend this upcoming complimentary lunch and learn.

Event: Lunch and Learn – Passive Investing in Commercial Real Estate Using a Self-Directed IRA
Date: November 21, 2014
Time: 12:00 – 1:00 pm EST
Location: Advanta IRA Administration, 3525 Piedmont Rd NE, Bldg 8, Ste 101, Atlanta, GA 30305
Cost: No charge; lunch is provided
Register: by 5 pm (EST) on November 20 by emailing Larissa Greene at or call (800) 416-8736 ext. 1140.

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over 10 years, providing administrative service to owners of self-directed IRAs throughout the nation. Advanta IRA Administration offers a second location in Atlanta, Georgia. Both offices are managed by Jack Callahan, J.D., CFP™. Advanta IRA offers classes, seminars and other educational tools designed to assist clients in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize IRA earnings on a tax-free or tax-deferred basis.

About Jack Callahan

Jack M. Callahan, J.D., CFP™, is the managing partner at Advanta IRA Services in Largo, FL and Advanta IRA Administration in Atlanta, GA. Jack established the corporate office, Advanta IRA Services, in 2003. Prior to that, Jack delivered specialized counsel to real estate investors, small business owners and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on the topic of self-directed retirement plans and an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants. He earned his bachelor of science degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law.

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