OUR RECENT ACQUISTIONS
CURRENTLY IN THE PIPELINE
Create more investment flexibility: Using Your Retirement Accounts for Real Estate
Benefits And Risks Of Investing In Self-storage Using Your Retirement Funds.
- DECEMBER 14th 2023
- 01 PM EST
- DECEMBER 14th 2023
- 01 PM EST
Meet Our Experts
Gain Insights from Industry Leaders
Anthony DeLuca
Vice President of Investor Relations
Anthony Deluca is a recognized expert in the field of wealth management and alternative investments. As a Principal and Wealth Manager for Delta Capital Management, Anthony is integral to the money management process.
Steve Maldonado
Director of Syndication Solutions
A student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development working with and building teams to adapt to new market trends in the alternative asset industry.
In The Session We Will Talk About
- Advantages of self-storage investments for IRA holders
- How To Invest In self-storage With Your IRA ?
- Self-Storage Investing: Why it is a Lucrative Option for Your IRA or Solo 401(k)
- Due diligence and selecting the right self-storage fund for your IRA
- Tax implications of IRA investments in self-storage
Why Invest in Self-Storage
with Your IRA or 401(k)?
Why Invest in Self-Storage with Your IRA or 401(k)?
Investing in self-storage with your IRA or 401(k) has several advantages for passive investors.
01.
Tax advantages
Investing in self-storage with your IRA or 401(k) can provide tax advantages. Any income generated from the investment will be tax-deferred or tax-free, depending on your account type. This can help you grow your wealth faster.
02.
Diversification
Self-storage can provide diversification in your investment portfolio. It is a real estate investment with different risk factors than other real estate investments, such as residential or commercial properties. This can help you mitigate risk and improve your overall returns.
03.
Consistent returns
Self-storage facilities can provide consistent returns. The demand for storage space is steady, and people are willing to pay a monthly fee. This can provide a reliable source of income for investors.
04.
Long-term appreciation
Self-storage facilities can appreciate over time. As the demand for storage space increases, the facility's value can also increase. This can provide a long-term appreciation for investors.
Time is Ticking – Reserve Your Seat!
Only a Few Spots Remain – Don't Miss Out!
Unlock the opportunity to invest in Self-Storage with your IRA or 401(K) and diversify your portfolio. Time is running out,claim your spot before it’s too late!
How you can invest in
self-storage with your IRA or 401(k)
How you can invest in
self-storage with your IRA or 401(k)
Investing in self-storage facilities can be a lucrative way to diversify your retirement portfolio. One way to do this is by using your Individual Retirement Account (IRA) or 401(k) to invest in a self-storage facility.
Step 1: Understand the Basics of Self-Storage Investment
Investing in a self-storage facility can be a good option for those who are looking for a low-risk, high-return investment. The demand for self-storage facilities is high, which means that occupancy rates are usually stable. This can translate to consistent rental income for the investor.
Step 2: Choose IRA or 401(k) Custodian
You cannot invest directly in self-storage with your IRA or 401(k). Instead, you’ll need to open a self-directed IRA or 401(k) with a custodian that specializes in alternative investments. Some of the most popular self-directed IRA or 401(k) custodians include Equity Trust Company, Camaplan, and The Entrust Group.
Step 3: Choose IRA or 401(k) CustodianTransfer funds into your self-directed IRA or 401(k)
Once you’ve chosen a custodian, you’ll need to transfer funds from your existing IRA or 401(k) account into the self-directed account. It’s important to note that you cannot use the funds in your current IRA or 401(k) for this investment. Instead, you’ll need to make a contribution to the new account.
Step 4: Find a Self-Storage Facility to Invest In
Once you have a self-directed IRA or solo 401(k), you’ll need to find a self-storage fund to invest in.
Step 5: Conduct Due Diligence
Before investing in a self-storage facility, it’s important to conduct due diligence to ensure that it’s a sound investment. This may involve researching the property’s location, occupancy rates, and rental income.
Self-Storage Unsophisticated & Undermanaged
Self-storage is a fractionalized industry that creates a very real opportunity for investors. The highly fragmented marketplace lacks a sophisticated operations platform and dynamic revenue management. Property values are eroded by below-market rents, bloated expense loads, and poor customer experiences.
74%
of Facilities are Owned by Small,Unsophisticated Operators
StorageUnits is built to take advantage of this industry fractionalization through a stronger brand defined by
Onsite Management Teams
Electronic Gate Access
Digital Security Surveillance Monitoring
Well-lit Corridors
Lack of Institutional Competition Drives Opportunity
Institutional buyers are primarily focused on large portfolio acquisitions and ground-up development. Many are not configured to grow a portfolio of operating facilities organically, potentially providing an opportunity for private investors.
A Vertical Story
Unlike many general contractors, the combination of Storage Units and Rapid Building Solutions has expertise across all phases of development, construction, and operations. The company can provide all the necessary services under one roof. This allows the self-storage experts at StorageUnits to reduce unnecessary expenses and avoid unforeseen delays that typically occur when dealing with several consultants at once.
What does Self Storage offer
to an investor?
What does Self Storage offer to an investor?
Americans love their stuff. But younger Americans REALLY love their stuff!
WANT TO LEARN MORE ABOUT SELF-STORAGE
INVESTING WITH YOUR IRA OR 401(K)?
Let us help you discover how it can boost your financial portfolio and provide passive income during recessions. Schedule your free investor Introductory session today and take the first step towards financial freedom