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PORTFOLIO

Why Investors Are Moving Their
Retirement Funds Into Real Estate

ceo, udirect ira

Kaaren Hall

We brought in Kaaren Hall, Founder and CEO of uDirect IRA, to walk through how retirement funds can be used in real estate investments. Her team has helped thousands of investors move from market volatility into tangible, real assets.

You don’t need to be a tax attorney or CPA to understand it. You just need someone willing to answer the questions your brokerage won’t.

What We’re Doing — And How Retirement Funds Fit

We’re getting ready to break ground on The Moulin, a 241-unit Build-to-Rent community in Broussard, Louisiana.

The Crest — our first BTR project in Lafayette — is already leasing. This next one is set to start horizontal construction soon.

And we’re structuring this to include Self-Directed IRA investors from the start.

Why Investors Are Using Their IRA Accounts Here

01

You’re Not a Landlord. You’re a Lender.

✔ Passive. No tenants. No management headaches.

02

Fixed Returns That Don’t Flinch

✔ Earn 12 to 13.5 percent fixed annual interest.

03

Cash Flow That Shows Up Every Quarter

✔ Paid quarterly, with the option to compound.

04

Real People
on the Hook

✔ Backed by personal guarantees.

05

Keep It Tax-Deferred, Keep It Working

✔ No taxes or penalties for qualified retirement accounts.

Disclosure: This is not an offer to sell securities. All investments carry risk. Speak with your tax and legal advisors. Retirement accounts must be self-directed and compliant with IRS rules.

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