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.
Many self-directed IRA owners invest in real estate with their retirement funds, but not all IRA owners have enough cash in their account to purc... Read this article »
The U.S. housing market entered 2020 with a rosy forecast. Then the coronavirus pandemic struck and the U.S. economy effectively ground to a halt... Read this article »
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 »