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Diversify Your IRA with REIT Investments

Open a Self-Directed IRA and gain real estate exposure through publicly traded REITs. IRA Financial provides the IRS-compliant structure, you choose the REITs and manage your investments.

  1. Select your own REITs through any brokerage linked to your IRA Financial account
  2. Access commercial, residential, and industrial real estate through a single investment vehicle
  3. Build a diversified portfolio with access to commercial, residential, and industrial properties
  4. Earn passive, tax-efficient growth without the headaches of managing tenants or properties

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What is a Real Estate Investment Trust?

A Real Estate Investment Trust (REIT) is a company that owns or finances income-producing real estate. REITs can include apartments, office buildings, retail centers, and more. By law, they must pay out at least 90% of their taxable income to investors in the form of dividends.

When held inside an IRA, REITs allow you to benefit from steady income and long-term growth without the hassles of managing property yourself. In a Traditional IRA, dividends are tax-deferred, while in a Roth IRA, they’re completely tax-free. This makes REITs an easy, hands-off way to add real estate exposure to your retirement portfolio.

Avoid UBTI

REIT dividends typically avoid UBTI, making them simpler to manage than direct real estate investments.

Simple & Easy

With no tenants, maintenance, or loan paperwork, you can buy and sell public REIT shares quickly and easily.

Built-in Diversification

A single REIT can hold hundreds of properties across sectors like commercial, residential, and industrial.

How Partnering with IRA Financial Works

When you invest in a REIT through your IRA, you need both an experienced custodian and a trusted investment provider. IRA Financial partners with REIT companies to make the process seamless, so you can grow your retirement savings with confidence.

Bring us your real estate investment, and IRA Financial will help you open and maintain your Self-Directed IRA account. You stay in control by choosing which REITs to invest in, while professionals handle the day-to-day management

Self-Directed IRA Details

  • Best value self-directed solution
  • Flexible investment options
  • Buy & sell easily in public REITS
  • Generally free from UBTI

Custodian Control

$0

setup fee

$495

annually

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The #1 Self-Directed Retirement Company

IRA Financial, founded in 2010, is a leading provider of self-directed retirement plans and dedicated to helping individuals and business owners invest freely and retire confidently.

Why IRA Financial?

  • Over $5 billion in retirement assets under custody
  • 25,000+ clients across all 50 states
  • 97% client retention rate
  • IRS-compliant platform designed for self-directed investors
  • Expert support from highly trained specialists
Trustpilot

Open Your Account in 3 Easy Steps

See if You Prequalify

Submit the form at the top of this page and apply online

Fund Your Account

Make a contribution or transfer from another IRA account

Choose Your Investments

Pick from any number of alternative asset investments

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See What Our Clients Have to Say

I’m beyond pleased with having my self-directed IRA in your teams capable hands. In a few short months, it’s already proving to be a solid retirement investment vehicle. The fees are insignificant compared to the value. Many thanks.

Ann M. C.

Illinois

The process of setting up my self-directed IRA was quick and painless. There were a lot of forms to be completed, but the customer service at IRA Financial Group is great and they are very quick to respond. I was able to complete my set up quickly and get my funds transferred very quickly. Thanks!

Christy

Virginia

I am extremely pleased with the service and professionalism provided by the IRA Financial Group. I don’t think you can find a better firm to handled Self Directed IRA accounts. Keep up the great work and I will always do business with you.

Owen S.

Texas

IRA Financial Group was invaluable in setting up my account. They explained all of the details involved with the process and made the entire evolution simple and efficient. If someone is considering a self-directed IRA, IRA Financial Group is the clear choice.

Michael J.

Utah

Ready To Take Control of Your Retirement?

Invest in alternative assets, like REITs, real estate, cryptocurrency, businesses, and more, through an IRS-compliant Self-Directed IRA. Start building long-term wealth with the trusted leader in self-directed investing.

Get Started

Ready to plan for your future?

Invest in alternative assets, like REITs, real estate, cryptocurrency, businesses, and more, through an IRS-compliant Self-Directed IRA. Start building long-term wealth with the trusted leader in self-directed investing.

Get Started