Real Estate

Mountain West IRA's Real Estate services provide investors with access to a wide range of real estate opportunities, enabling them to capitalize on the potential for long-term growth and stable returns within the real estate market.

Forms and Documents

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Direction of Investment Real Estate
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Form 990-T
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Form 990-T
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Loan Payoff Confirmation
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Payment Authorization Letter - Recurring
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Payment Authorization Letter - Single Use
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Payment Authorization Letter – Property Tax
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Qualified Plan – Real Estate Purchase Kit
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Real Estate Purchase Kit
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Sell Direction Letter – Real Estate
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The Do’s and Don’ts of Real Estate in Your IRA

Blog Articles

Investing In Senior Living Real Estate

The growing senior population in the United States gives rise to some interesting allowable investments.

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5 Must-Have Characteristics for Successful Real Estate Investing

Real estate investments have long offered a potent mix of appreciation and income, making them an attractive option for many investors. Investing in real estate through a self-directed IRA has become increasingly popular, offering unique benefits and opportunities to diversify and take greater control of your assets. Remember that while there isn't a definitive formula for success in real estate investing, many successful investors share certain key characteristics.

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Self-Directed IRAs and Real Estate

Self-directed retirement accounts have gained popularity over the years.

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Using Real Estate as Diversification in Asset Allocation

Throughout the last three decades, “financial planning” has developed from non-existent to hot button marketing for hundreds of firms. Where did all of the terminology come from that lead investors to a barrage of confusion?

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Mountain West IRA Announces Major Expansion for 2014

Mountain West IRA will be expanding our business to the states of Washington and Florida.

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Self Directed IRAs and Real Estate Investments

Although the options are nearly unlimited when investing in real estate with a self directed IRA, it is extremely important to understand and follow the IRS guidelines to avoid hefty penalties for violations.

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Self-Directed IRAs and Real Estate

Self-directed IRAs (SDIRAs) offer an expansive range of opportunities for diversifying retirement portfolios, with real estate assets standing out as a prime choice for many. While the options are nearly limitless—encompassing everything from residential to commercial properties and even vacant land—it’s crucial for investors to stay informed and compliant with IRS regulations. Failure to do so could lead to hefty penalties, which can derail retirement plans.

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Alt Assets 101 - Why Alternative Assets

Let’s get the obvious question out of the way first. What is an alternative investment?

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Video Library

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Frequently Asked Questions

What if I don’t have enough cash to buy real estate in my IRA?

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Can I personally partner with my IRA to purchase real estate?

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Can I purchase a house and personally live in it?

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Can I purchase an investment property I already own?

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Can I purchase an investment property for my child to live in, but the roommates pay rent?

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Can my IRA take a loan to enhance the purchasing power of the IRA?

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How does an IRA purchase real estate without taking a distribution?

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I own a construction company or property management company, can my IRA pay my company to do the construction or property management?

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What real estate purchases can be made with an IRA?

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Where can I get a loan for real estate purchases using my IRA?

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Who manages the property when my IRA owns it?

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Meet with our team to explore your personalized journey of building wealth through investing in real estate, promissory notes, precious metals, and other assets using your retirement fund.

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