Alternative Investments Provide Many Options for Self-Directed IRAs

Authored by Tracy Stein – CEO & President of Prime Pinnacle Investments

The world of alternative investments was once a sleepy province populated by institutional investors making modest investments in start-ups and smaller companies. Today, the alternative investment landscape encompasses global markets in a variety of asset classes and thousands of investment firms managing trillions of dollars across the globe.

Self-directed IRAs provide an opportunity for investors to invest in alternative assets, either directly or through managed funds. When the assets are private – that is, not registered with the SEC – ownership might be limited to accredited (i.e., wealthy) investors. Purchasing individual assets or shares in alternative-asset funds offers IRA owners several benefits, including: Continue reading

Private Lenders and Note Investors: 3 Tips from an Industry Radical

Written by: Doug Smith, Portfolio Manager – Castle Rock Capital Management

For more than 25 years, I’ve had the pleasure of working with some of the best credit minds in the country. I’ve also had the painful experience of watching scores of private lenders and note buyers with no formal credit background whatsoever make fatal mistakes when underwriting private loans and notes for purchase. Making private loans or buying performing and non-performing loans can be a very fruitful and worthwhile proposition, but many lenders and investors don’t follow sound underwriting principals when making a decision about purchasing or originating a loan. Continue reading

The Bauman Letter | Real Estate: The Real Secret of Self-Directed IRAs

The most recent Bauman Letter focused on real estate and the secrets of self-directed IRAs mentioning NuView IRA as their preferred self-directed IRA service provider.  The May 2017 publication is choked-full of valuable information about self-directing your IRA. It’s definitely a great read for novice and experienced investors alike.

Ted Bauman is the editor of the Bauman Letter, a newsletter that’s brimming with up-to-the-minute asset protection strategies, tips on buying and investing in real estate abroad, and retirement and residency secrets in American-friendly countries around the globe.

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19 Fatal Investor Mistakes – Part 3

Did you miss Part 1 and Part 2 of this article?

Click the links before proceeding to Part 3 of Common Investment Mistakes.

13) Do you charge application fees to potential tenants?

You can’t allow this question to be a deal breaker when you’re shopping; unfortunately, the overwhelming majority of turnkey outfits are going to answer “yes” because application fees are a huge profit center for management companies. If you’re lucky enough to stumble across a management company that absorbs the cost of applications, you’ve found a good one. Continue reading

Client Success Story: Diversifying Your Investments

This month we’re featuring our client Mike who is an IT Director residing in St Augustine, Florida. While investing is not his main career, he is seasoned in many types of investments ranging from rentals and flips, hard money loans, precious metals (gold), and even bitcoin. With all of these investments under his belt using his IRA, Mike has some great advice to share for both newbies and professional investors. Continue reading

19 Fatal Investor Mistakes – Part 2

You can read Part 1 here: 19 Fatal Investor Mistakes

 

6) Since I can’t get a 30-year mortgage on the un-renovated property you’re selling, I’ll have to borrow money from a private lender and then do a second closing once   the property is habitable. What are the pros and cons of this type of transaction versus buying a property that is already renovated and cash flowing?

I’ll admit that this is a loaded question because there’s hardly any comparison between the two options. Without a doubt one of the biggest ways new or out of town investors get in trouble is by purchasing a vacant, distressed property based on the seller’s opinions of the following: Continue reading

Chairing the Love in Our Local Community

The NuView team recently had the pleasure of delivering a brand new wheelchair to a local Seminole county resident who was in need of mobility in order to be discharged from the Central Florida Hospital. Glen Mather, President of NuView IRA, and Emily Brand personally delivered the wheelchair to Derrick M. in his hotel room and got to spend some time chatting with the patient about his injuries.

chair the love wheelchair foundation donation

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Annual IRA Contributions: Are You Maxed Out?

Written By: Austin Holloway, Business Development – Nuview IRA

Year after year many clients of NuView IRA invest their retirement dollars making killer returns, many consistently in the double digits! But around the middle of April each year our telephones will start to ring; each investor calling seems to be asking the same question… Should I make an annual contribution to my account? Continue reading

NuView’s CEO, Glen Mather, Wins the 2017 CEO Nexus Cup

Congratulations to our very own President & CEO of NuVuiew IRA, Glen Mather, for receiving the CEO Nexus Cup on March 7th, 2017 at the CEO Forum in Central Florida! The CEO Nexus Cup is a traveling trophy and member-recognition award, lauding those companies that have achieved sustained growth and significant entrepreneurial success, in part due to their collaboration with GrowFL and CEO Nexus along with Rollins Center for Advanced Entrepreneurship. Continue reading