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City2Shore Real Estate, Arete Collection

The Plain-English Guide to Buying Real Estate With a Self-Directed IRA

A short, honest guide for people with retirement money and real estate goals. No hype, no jargon, no promises. Just how the process works and where it goes wrong.

What is inside

  • What a self-directed IRA is, in one page
  • How to confirm eligibility with your plan administrator and custodian
  • The prohibited-transaction rules that end deals
  • Who counts as a disqualified person
  • Financing, UBIT, and UDFI without the jargon
  • The property-level due-diligence checklist
  • The professionals you need and what each one does
  • Questions to ask before you sign anything

Request the guide

No forms here. Send Rennie a quick email — the message is already written for you — and he will reply with the guide personally, along with any notes relevant to your situation.

Educational information only, not legal, tax, or investment advice.

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