WS1573: Using IRA & 401(k) Money for Syndications | Mat Sorensen

Feb 10, 2023

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If you have not considered tapping a self-directed IRA and 401 (k) in investing in multifamily syndication, then you better listen to this episode to learn how you can do that and start earning. In this episode, Josh McCallen speaks with Mat Sorensen who is an attorney, podcast host, entrepreneur, and author of the best-selling book, "The Self Directed IRA Handbook: An Authoritative Guide For Self Directed Retirement Plan Investors and Their Advisors."

Mat reveals that if you raise capital, there is a more sure way to do it through the self-directed IRA vehicle. He also talks about how trouble as he sees it from investing for all these years is an opportunity, how the IRAs and the world of the IRAs probably are one of the main solutions to that trouble, and the opportunity in 2023 and beyond. Click the play button now and learn wisdom from Mat!

Key Points From This Episode:

Mat talks about his company Directed IRA and what they do.
Mat shares that people who want to invest using their IRA or 401 K are mostly looking at investing in real estate.
Mat defines what a self-directed IRA is and he addresses the confusion over what he does.
Mat talks about the joint webinars he does with people that have communities of investors.
The importance of education, conversation, and trust building.
Why do people get confused when talking about investing in self-directed IRAs for the first time and how to avoid that?
Mat breaks down the current economy and what it means for investors.
What happens when rates stay high for a period of time?
Mat talks about private debt funds.
Mat emphasizes the importance of having a strategy and a deal flow.
Mat defines what a REIT is.
How can you use REIT in syndication?

Tweetables:

“We're all about people taking their IRA or 401 (k) dollars to invest in what they want – which real estate happens to be one of the most popular things people actually want to invest their money in.”

“Frankly, most people don't even know what their IRA or 401 (k)'s invested in.”

“There's an education and a conversation and some trust building that needs to happen.”

“I think a lot of people are out there going to see rates are going to stay high, there's going to be some corrections, there's going to be some distressed property, guys, that's opportunity. And what it's going to take to seize on t

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