IRA Investments in Real Estate - Part 2

Real Estate Continuing Education Course

Course Rating:  


4.3 stars

Course Difficulty:  



This course will dig a little deeper into the ins and outs of using IRA investments in real estate. A more detailed understanding of IRA accounts, Disqualified persons, purchasing with an entity and background into relevant case studies will be presented. Brokers will understand The Rollins Decision, elements of LLC operation in relation to IRA investing and selling IRA-owned real estate. This course helps protect the public by keeping brokers informed of options involved with the IRA market. (Part 1 is not a prerequisite, but Part 2 will build on the information presented in Part 1.)

Learning Objectives

At the completion of this course the student will be able to:

  • Define a disqualified person
  • Outline the process for partnering with other IRA accounts
  • Explain LLC basics for purchasing with an entity
  • Explain ?The Rollins Decision?
  • Identify prohibited transactions
  • Explain the differences in selling IRA-owned real estate

Course Outline

  1. Introduction
  2. Partnering With IRAs
    • Partnering with IRA Owner or Disqualified Person
    • Partner with Third Party
    • Exercise w Q&A
    • Partner with other IRA Accounts
  3. Case Studies ? Debt
    • Leverage, Rate of Return, Owner Financing & Q&A tab
    • Lender Financing & Q&A tab
    • Recourse Debt w Partner Guarantee & Q&A tab
    • UBIT, Non Profits
    • UBIT & Leverage
    • UBIT Illustrated
  4. Purchasing with an entity
    • LLC Basics
    • Operating agreement Issues
    • LLC Elements & Summary
    • Single Member, Multiple Member
    • C Corporations
  5. The Rollins Decision
    • Prohibited Transactions
    • Definition of ?Disqualified Person?
    • The Rollins Dec
    • Judicial Observations
    • Good Deal/Bad Deal
  6. Notes
    • Types of Notes
    • The Lender
    • Servicing
    • Case Study
  7. Selling IRA-Owned Real Estate
    • Process
    • Prohibited Transactions
  8. Matching Exercises

The course contains numerous multiple choice quizzes, interactive exercises, and is completed with a multiple choice final exam

Approved States: CO