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Pacific Premier Trust Blog

Pacific Premier Trust Blog

Fresh alternative asset insights and the latest news on real estate and private equity investing.

Matthew White, CISP

Manager, Private Equity

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.

Related Articles

Non-Recourse Loans: Investing in Real Estate with an IRA

  |  By Matthew White, CISP

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 »

Housing Market Forecast: Weighing the Impact of Coronavirus

  |  By Matthew White, CISP

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 »

Using IRA Funds for Real Estate Investments to Hedge Market Volatility

  |  By Matthew White, CISP

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 »

Miniaturized House Held Up by Hand to Setting Sun

How to Take an RMD When Your IRA Owns Real Estate

  |  By Matthew White, CISP

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 »

Stick figure at chalkboard to teach Taxable Income lesson

IRA Owners: Learn About Unrelated Business Taxable Income

  |  By Matthew White, CISP

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 »

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