Frequently asked questions
As real estate developers SDIRA Wealth offers build to rent real estate investments, committed to helping others save taxes, protect wealth, and achieve financial freedom.
Starting in 2001 our goal has been “Build to Empower and Serve for a greater Purpose.”
Our mission is: to empower people to move beyond status quo and achieve their goals by creating the best possible experience.
Our investors have acquired more than $2 billion worth of income-producing properties in thriving markets. Over 70% of our clients are loyal repeat investors, consistently expanding their portfolios.
GENERAL QUESTIONS
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SDIRA Wealth is a full-service real estate development company that specializes in helping investors achieve financial independence through new construction real estate properties. The company provides end-to-end solutions for real estate investing, including property acquisition, tax strategies, and wealth management.
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SDIRA Wealth began in 2001, starting with real estate builds in Iowa. Over the years, the company expanded significantly, with more than $2 billion in properties sold across 15 states and over 10,000 transactions completed.
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New construction properties offer several advantages, including lower maintenance costs, modern designs, and compliance with the latest building codes. These factors help investors maximize cash flow and long-term returns.
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At SDIRA Wealth, “full-service” means providing clients with personalized programs that cater to their unique investment needs at every stage of the journey. This comprehensive support includes free educational resources, guidance with property acquisition, access to preferred property management teams, financing solutions, and customized tax strategies. Additionally, SDIRA Wealth continues to offer ongoing assistance after the sale, empowering clients to expand and manage their portfolios for long-term success.
INVESTMENT APPROACH
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SDIRA Wealth focuses on top growth markets characterized by robust economic indicators, population growth, and strong job prospects to ensure lasting potential for property appreciation and rental income. The team conducts extensive research, typically spending over two years evaluating 15-20 markets per month and hundreds of markets annually before selecting the prime areas for development.
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Today the company develops over 2000 properties annually. About 70-75% of these properties are purchased by existing clients who have previously invested with SDIRA Wealth.
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Yes, while SDIRA Wealth primarily helps individual clients build property portfolios, it also accommodates large investors interested in bulk purchases or entire developments.
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No, SDIRA Wealth sells properties directly to investors, which helps clients save on realtor commissions and ensures they get exclusive benefits and pricing advantages.
Self-directed iras and tax strategies
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A Self-Directed IRA is a retirement account that allows investors to hold alternative assets, such as real estate. SDIRA Wealth launched a Self-Directed IRA Program in 2006, enabling clients to grow their portfolios through real estate investment within their retirement accounts.
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SDIRA Wealth offers comprehensive tax planning services, including cost segregation studies and customized tax strategies to help high-net-worth clients maximize deductions and enhance their wealth management. As a leading resource for wealth firms and financial advisors, SDIRA Wealth specializes in helping clients offset taxes through build-to-rent property investments.
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Cost segregation is a tax strategy that accelerates depreciation on certain property components, allowing investors to reduce taxable income. SDIRA Wealth introduced its Cost Segregation Program in 2007 to help clients take advantage of these tax savings.
property management and cash flow
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SDIRA Wealth collaborates with property management teams that bring years of experience, maintain a 95% or higher occupancy rate, and demonstrate excellent communication skills. These teams provide discounted management fees for SDIRA Wealth clients far below the national average rate. Clients can choose the property management team that best aligns with their needs and investment goals.
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Yes, by building in top growth markets and leveraging bulk pricing benefits, SDIRA Wealth ensures its projects remain cash flow positive, even in changing economic conditions.
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Yes, SDIRA Wealth has partnerships with vetted property management companies to ensure clients receive high-quality services and competitive rates.
Programs and Partnerships
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Launched in 2014, this program connects SDIRA Wealth clients with top wealth and tax professionals who offer personalized tax strategies and financial advisory services to support long-term investment goals.
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In 2017, SDIRA Wealth partnered with Clayton Morris to launch a free educational platform, offering resources, webinars, and materials to guide real estate investors on build-to-rent opportunities. Today, it has grown into the largest community of investors focused on building financial freedom, reducing taxes, and safeguarding their wealth.
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The Freedom Five Formula is a strategy developed by SDIRA Wealth to help investors achieve financial freedom. It involves acquiring five new construction properties, holding them for 10-15 years, and leveraging time in the market to build equity and cash flow.
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In 2024, SDIRA Wealth partnered with the Tim Tebow Foundation to support philanthropic initiatives, aligning the company’s mission with impactful causes.
Company Growth and Milestones
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Key milestones include reaching $1 billion in sales in 2012, surpassing $2 billion in 2022, and expanding operations to 15 states. Other important achievements include launching the Self-Directed IRA Program in 2006 and the Wealth Advisor Partnership Program in 2014.
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SDIRA Wealth started with small-scale projects and grew by expanding into new markets, launching specialized programs for investors, and forming strategic partnerships with wealth and tax professionals.
Services and Benefits
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SDIRA Wealth provides a comprehensive, full-service approach with personalized support, bulk pricing advantages, and exclusive deals on exclusive new construction properties tailored for investors. Clients enjoy continuous guidance, customized programs, tax strategies, and access to top-tier property management teams.
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By purchasing materials in bulk, SDIRA Wealth significantly reduces construction costs, allowing the company to build at a lower overall expense. This cost-efficiency enables SDIRA Wealth to offer services without additional charges. Furthermore, by building in volume and selling directly to investors, the company eliminates extra costs such as realtor commissions, ensuring clients receive the best pricing and exclusive benefits from day one that are not available anywhere else.
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SDIRA Wealth focuses on new construction properties, including single-family homes, and build-to-rent projects, designed to maximize cash flow and long-term appreciation.
Real Estate investing
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New construction properties often have lower maintenance costs, updated designs, and compliance with modern building codes, which can result in higher rental demand and better long-term returns.
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The company offers guidance on market selection, property types, and tax strategies, helping investors diversify across different growth markets and property classes.
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Clients begin the process by scheduling a call with a portfolio manager. During this consultation, they receive a personalized plan tailored through SDIRA Wealth’s client-focused programs. From there, clients select properties that align with their specific needs and collaborate with the SDIRA Wealth team to arrange financing, finalize paperwork, and set up property management services, ensuring a smooth and seamless investment experience.
Client Success and Satisfaction
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SDIRA Wealth tracks client success through repeat purchases and referrals. About 70% of clients are repeat buyers, and 80% refer friends and family, indicating high satisfaction levels.
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SDIRA Wealth prioritizes a personalized, full-service approach that addresses clients’ unique investment needs, offering continuous support throughout the investment journey. The company’s commitment to customer success is reflected in its high retention rate, with many clients returning for additional investments and referring friends and family.
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Approximately 70% of clients are repeat buyers on an annual basis, demonstrating SDIRA Wealth’s strong commitment to customer satisfaction and successful investment outcomes. Additionally, 85% of current clients refer friends and family, taking advantage of the benefits offered through the SDIRA Wealth referral program.
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The company partners with organizations like the Tim Tebow Foundation to support meaningful causes, furthering its commitment to making a positive impact beyond real estate investing.
These FAQs provide a comprehensive overview of SDIRA Wealth’s services, history, investment approach, and commitment to client success, offering valuable insights for prospective investors.
What is the meaning behind the company name?
Many people mistakenly believe they only build properties for self-directed IRAs, but that is just one of their customized programs.
SDIRA = Wealth
SDIRA is an acronym that stands for Strategically Diversified In Real Estate Assets
At SDIRA Wealth, Strategically Diversified In Real Estate Assets represents our core investment philosophy—helping individuals build long-term wealth through a structured, diversified, and strategic approach to real estate.
• Strategically – We take a smart, data-driven approach to real estate investing, leveraging market insights, expert guidance, and proven systems to maximize returns. Our focus on build-to-rent (BTR) properties ensures investors benefit from stable, cash-flowing assets in high-demand markets.
• Diversified – A well-balanced portfolio is essential for financial success. We specialize in new construction properties across multiple markets, reducing risk while enhancing long-term appreciation and income potential.
• In Real Estate – Real estate is one of the most powerful tools for wealth creation. Unlike stocks, it provides tangible value, consistent cash flow, significant tax advantages, and long-term appreciation—all crucial elements in building financial freedom.
• Assets – True financial independence comes from owning income-generating assets that work for you. We guide investors in acquiring and managing real estate assets, ensuring they are positioned for lasting success.
At SDIRA Wealth, our mission is to help investors achieve financial independence through real estate by making it simple, strategic, and scalable. By focusing on build-to-rent properties, tax-advantaged investment strategies, and a hands-off investing experience, we empower individuals to create generational wealth with confidence.
Our Freedom Five Formula is the foundation of this approach—helping investors acquire five new construction properties, hold them for 10-15 years, and leverage time in the market to build equity and cash flow. This proven strategy allows investors to maximize returns, minimize risk, and accelerate their path to financial freedom through smart real estate investing.
