Unraveling the Mystery of Investing in Notes inside Self-Directed IRAs

Buying Notes Secured by Deeds of Trusts or Mortgages

What does that mean?  What are the benefits of buying notes?  How can you get started?  Our guest describes it as “Dancing between property and paper.”  Dawn Rickabaugh is the owner of NQ Capital (NoteQueen.com), a small, family-operated investment company that buys both property and paper.  She buys seller-financed notes across the country and helps others get started investing in promissory notes secured by deeds of trust, too.  She also buys & sells real estate in Carson City, Nevada (Reno-Tahoe area), and consults in real estate transactions that involve owner financing.  

Investing in Notes Inside Self-Directed IRAs or 401(k)s

Self-Directed IRA and Individual 401(k) Plan account owners have become increasingly frustrated with Wall Street.  Real estate investors want to invest in what they know, understand, and love – real estate.  And yet, so many IRA Custodians only allow stocks, bonds, and mutual funds as investment vehicles.  

Investors want options, choices, especially when it comes to real estate.  Investing in promissory notes secured by real estate – often referred to as buying paper – inside of a Self-Directed IRA and Individual 401(k) Plan is one such option.  You can buy and invest in real estate, deeds of trust, mortgages, promissory notes and other “paper” inside Self-Directed IRAs and Individual 401(k) Plans.  Join Dawn Rickabaugh and host Bill Exeter as they unravel this mystery today! 

 

Email your Self-Directed IRA and Individual 401(k) Plan questions to ASK@exeterco.com and we’ll address them in our next episode.

Investing in Promissory Notes Secured by Deeds of Trust and Mortgages Inside a Self-Directed IRA or Individual 401(k) Plan

Next Episode of Go Ahead, ASK! Podcast 

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of investing in Delaware Statutory Trusts (DSTs) as replacement property options for 1031 Exchanges.  You can email your Delaware Statutory Trust (DST) questions to ASK@exeterco.com or call (619) 239-3091 and we'll cover them on the Podcast. 

Unraveling the Mystery of California Proposition 19 by Go Ahead, ASK Podcast

California Property Taxes Get More Complicated 

Property taxes get more and more complicated, especially in the state of California.  California Proposition 19 was passed by voters in November 2020.  Proposition 19 has significant negative effects on the transfer of real estate – both primary residences and rental or investment property – to children and grandchildren.  

Unraveling the Mystery of California Proposition 19

The Exeter Group Unravels the Mystery of California Proposition 19 on Go Ahead, ASK! Podcast.  The discussion includes how California Proposition 19 impacts current California property tax laws, including the Parent to Child (Prop 58), Grandparent to Grandchild (Prop 193) and Senior Exclusion from Reassessment (Prop 60 and Prop 90).  

Join expert guests Tony Krvaric, President and CEO, Krvaric Capital, and Jordan Marks, Esq., Taxpayer Advocate, San Diego County Assessor/Recorder/County Clerk for an in-depth discussion of California Proposition 19. Email your questions to ASK@exeterco.com and we’ll address them in our next episode.

California Proposition 19

Next Episode of Go Ahead, ASK! Podcast 

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of investing in notes inside Self-Directed IRAs and Individual 401(k) Plans (Solo Ks).  You can email your note or paper investing questions to ASK@exeterco.com or call (619) 239-3091 and we'll cover them on the Podcast.  

Unraveling the Mystery of Commercial R.E. in Illinois & Beyond on Go Ahead, ASK!

Investing in Chicago Illinois Commercial Real Estate 

Have you considered investing in commercial real estate in Chicago, Illinois or beyond?  Are you thinking about selling commercial real estate in another state and repositioning in the greater Chicago, Illinois real estate market?  

Alex Ruggieri with SVN Ramshaw Real Estate

Alex Ruggieri with SVN Ramshaw Real Estate and with NexTrend Securities, Inc. has over 40 years in the real estate brokerage business and can help shed some light on the commercial real estate market in Illinois for investors looking to get into the market.  He also has experience in Delaware Statutory Trusts or DSTs.  

Unraveling the Mystery of Commercial Real Estate in Illinois 

Commercial real estate investments can be extremely complex transactions.  Questions like what type of investment real estate should you buy?  What geographic areas should you explore?  What commercial real estate asset classes are doing well and those that are not doing well?  

Lauren Speidel, Regional Manager, Midwest Regional Office, and Bill Exeter, President and CEO, Exeter 1031 Exchange Services, LLC interview Alex Ruggieri to demystify these questions and focus on the commercial real estate investment markets in Illinois.  

Discussion includes commercial real estate investment areas/sectors in Illinois, asset classes/geographic areas seeing the most growth and those that are underperforming in Illinois, commercial real estate trends in Illinois and beyond, using Delaware Statutory Trusts (DSTs) in a real estate investors portfolio, and why investors might want to consider investing in commercial real estate in Illinois. 

Commercial Real Estate in Chicago, Illinois and Beyond

Next Episode on Go Ahead, ASK! Podcast

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of  California Proposition 19 with Jordan Marks, Esq., Taxpayer Advocate, San Diego County Recorders/Assessors Office, and Tony Krvaric with Krvaric Capital.  You can email your Proposition 19 questions to ASK@exeterco.com or call (619) 239-3091 and we'll cover them on the Podcast.  

Unraveling the Mystery of Net Lease Properties (NNN) on Go Ahead, ASK!

The Terrible "T's" 

Have you gotten to the point where you are just tired of "The Terrible T's, that you are just over them?" You are absolutely not alone. More and more investors find themselves in this predicament as they enter or enjoy retirement. 

Wait! What are The Terrible T's you ask?  The "T's" stand for tenants, turnover, taxes, toilets, teenagers, toddlers, and trash just to name a few.  Investors are often looking for solutions to The Terrible T's.  They want to get out of the day-to-day landlord headaches, but they do not want to get killed on taxes.  They often have a very large taxable gain after owning their rental properties over the years. 

Passive Investment Options 

There are a number of solutions to The Terrible T's and we will be unraveling this mystery over the next few months on Go Ahead, ASK! Podcast.  We decided to start with Net Lease Properties, often referred to as Triple Net Lease Properties or NNN Properties.  There are many other varieties here, including, but not limited to, Net, Double Net, Triple Net, Absolute Net Lease properties, and Ground Leases. 

The Exeter Group Unravels the Mystery of Net Lease Properties on Go Ahead, ASK! Podcast Ep. 13 with Bill Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC and his guest Joel Owens, President NNN Invest (www.nnninvest.com). 

Net Lease Properties 

Next Episode of Go Ahead, ASK! Podcast 

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of  California Proposition 19 with Jordan Marks, Esq., Taxpayer Advocate, San Diego County Recorders/Assessors Office, and Tony Krvaric with Krvaric Capital.  You can email your Proposition 19 questions to ASK@exeterco.com or call (619) 239-3091 and we'll cover them on the Podcast.  

Unraveling the Mystery of Title Holding Trusts (Land Trusts) on Go Ahead, ASK!

Have you ever wondered how Walt Disney was able to acquire the real property needed in Florida to build Disneyworld without anyone knowing, or how individuals in the political, entertainment, law enforcement or business world can keep their ownership interests out of the public record?

There are many reasons why you might want or need to acquire, hold, exchange or sell real estate or personal property on a confidential and private basis.  People want privacy.  People want to keep their names and real and personal property out of the public domain for liability reasons.  

Title Holding Trusts (Land Trusts) Discussion 

Individuals, corporations and institutions can buy, hold, exchange and sell real estate and personal property on a confidential and private basis through the use of a Title Holding Trust (often referred to as an Illinois Land Trust, Florida Land Trust or just Land Trust).  

The Exeter Group Unravels the Mystery of Title Holding Trusts (Land Trusts) on Go Ahead, ASK! Podcast Ep. 12 with Bill Exeter, Chief Executive Officer, Exeter Trust Company. 

Title Holding Trusts (Land Trusts) 

Next Episode of Go Ahead, ASK! Podcast

Join us on the next episode of Go Ahead, ASK Podcast as we unravel the mystery of net lease properties or Triple Net Lease properties (NNN) with Joel Owen of NNNInvest.com.  You can email your questions to ASK@exeterco.com or call (619) 239-3091.