1. Using Self-Directed IRAs and Real Estate Capital Investment Funds to Generate Passive Income with Heather Dreeves Alex Escobar and Aziz Yousuf 36:17

Heather Dreeves is the Director of Funding at Secured Investment Corp and fund manager with one of the fastest-growing companies in the private money marketplace in the US, focusing on residential real estate investments. Heather is passionate about helping self-employed entrepreneurs and their families build wealth and success in their business ventures and helping investors deploy capital that is looking for a high-yielding passive investment backed by residential real estate. She has seen real estate investors succeed and fail, and is committed to tipping the scale to the side of success for everyone she can.

 

[00:00 – 07:25] How to Invest in Alternative Investments without High Net Worth

  • Heather Dreeves is from Spokane, Washington, and has a background in soccer Coaching and private money investing.
  • Heather started working with private money investors and learned about alternative investments, which she now focuses on in her work as a financial advisor.
  • Heather believes that more people are interested in investing in alternative investments outside of the stock market due to the current climate of uncertainty.

 

[07:25 – 14:20] How to overcome fear and get started investing

  • Heather and her husband started investing in real estate after they retired, and she got her securities license.
  • They’ve also flipped houses and own rentals.
  • Heather sees the path to financial freedom through these types of investments and activities, whether you’re an active investor or something looking for something passive.
  • She has a passion to educate people on this because there’s not enough information out there about it.

 

[14:20 – 22:02] How to make money in the current market downturn: Real estate fund still profitable

  • How the real estate market is shifting and how this could impact borrowers and landlords.
  • How the fund is diversified and able to lend money to borrowers for a variety of purposes, including purchase money, rehab money, and interest payments.
  • How the fund is successful in getting borrowers to exit their loans, even in a downturn.
  • The fund is able to offer a rental product to borrowers who have been refinanced from their loans.

 

[22:03 – 29:16] How to Invest in a Regulation A Plus Fund

  • It can take up to a year to set up a self-directed IRA account with an accredited investor fund.
  • The minimum investment for the unaccredited investor fund is $5,000.
  • The self-directed IRA account will pay out 8.5% or more annually, depending on the fund.

 

[29:16 – 33:13] Roth IRA Inheritance Tax-Free

  • There are a lot of Roth IRAs available, and they’re great because they allow you to collect your earnings tax-free.
  • If you inherit a Roth IRA, you don’t pay taxes on it either.
  • The notes that Secured Investment Corp sells are the same as the notes in its funds, but the company manages them for the client.
  • The company offers consultations to help people decide if investing in its products is a good fit for them.

 

 

 

[33:14 – 36:16] Closing Segment

 

 

 

 

CONNECT WITH US

Screwthestockmarket.com

 

LEAVE A REVIEW + help someone who wants to explore the different faces of real estate by sharing this episode.

 

Tweetable Quotes:

 

“Get that money to work, do your minimum or your maximum contribution into your IRA or college savings accounts, health savings accounts. You can set all those kinds of accounts up with self-directed custodians. And those are the perfect kind of accounts to invest in that, because usually, they’re small dollars, right? You really don’t have a home for ’em.”

– Heather Dreeves

 

“What I come to find is a lot of people just don’t take action, and I’m no different. I’ve done the same thing where I’ve got all the information and it’s scary, but you can’t start creating wealth if you don’t start taking action, and you don’t have to have large dollars to start investing.” – Heather Dreeves

 

Most Recent Episodes
Load More Episodes
Alex Escobar Podcaster

Alex is a Realtor and an investor that buys income producing apartment buildings and offers the opportunity for others to partner with him, sometimes for less cash than it would take to buy a single family investment property.

In addition to co-hosting the Screw The Stockmarket podcast, Aziz is an avid investor and burgeoning entrepreneur, with a deep interest in long-term financial growth opportunities. He is also a trained legal professional, and an expert international development and business advisor.