Investing your self-directed IRA into private equity and assets.
Savvy investors realize that a private equity investment can deliver significant rewards. When those investments are held in a tax-advantaged IRA, the returns can be even more compelling.
What Is Private Equity?
Private equity, sometimes referred to as a private placement, consists of ownership interest in companies that are not publicly traded on a stock exchange. These investments can be made in an operating business, a real estate venture, or an investment partnership, among others.
Perhaps the best-known form of private equity investing is buying a stake in young, growing companies. Many of them turn initially to individuals, or “angel” investors, for funding to add people, equipment, technology, expertise, and marketing.
How Can I Invest in Private Equity With My IRA?
There are two primary ways your self-directed IRA can invest in private equity:
- Through a fund. This may include Private Equity funds, Venture Capital (VC) funds, and funds of funds.
- Directly in a company. This means putting money into private companies, including potentially, your current employer.
The investments available range from debt with the security of converting direct into equity, as well as the high-risk high-reward potential of angel investments in start-ups.
You can use your Pacific Premier Trust self-directed IRA to purchase ownership in everything from micro-businesses to billion-dollar global companies — as well as less conventional opportunities, such as land trusts. Some available investments include:
- Limited Liability Companies (LLC) and Limited Partnerships (LP)
- Private common stock, preferred stock, options, rights, and warrants
- Private hedge funds and funds of funds
- Private and non-exchange traded Real Estate Investment Trusts (REITs)
- Exchange traded funds or funds of funds investing in privately held companies
- Convertible notes
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