Pacific Premier Trust Blog
Fresh alternative asset insights and the latest news on real estate and private equity investing.
In his managerial role at PENSCO, Matt White uses his expert-level knowledge of alternative assets--including private equity, real estate, and promissory notes--to determine whether investment opportunities meet administrative feasibility and can be held in self-directed IRAs. He and his team are also responsible for the maintenance of existing assets, such as corporate actions/restructures, valuations, and liquidations. On a daily basis they move millions of dollars to fund a wide range of asset types.
Matt received a Colorado real estate broker's license, holds a B.A. from the Metropolitan State University of Denver, and is a Certified IRA Services Professional through the American Bankers Association.
When markets swoon, investors often seek shelter—some much more literally than others. To guard against drastic market swings, like those witnes... Read this article »
Editor's Note: This blog was originally published before the CARES Act became law. To learn how the Act affects RMDs, please read our recent blog... Read this article »
Investment income generated by most passive investments held in an IRA—like dividends, interest on loans, or gains on the sale of real estate—are... Read this article »
Investing directly in real estate using a self-directed IRA is a popular way to diversify a portfolio and allow a real estate investment to appre... Read this article »
Real estate investors, take note: A new report from the National Association of Realtors (NAR) highlights ten US market areas—including Tampa, La... Read this article »