Did you know you may be able to use financing to purchase investment real estate within a Self-Directed IRA—without personally guaranteeing the loan?

Join SDIRA Wealth for an educational workshop exploring non-recourse financing, a unique lending option that allows eligible retirement accounts to purchase investment properties using financing secured by the property itself.

Curious about using retirement funds to invest beyond traditional stocks and bonds?

Join us for Self-Directed IRA 101, featuring Lindsay from the Directed IRA team. She’ll explain what a self-directed IRA is, how it works and how real estate may fit into a broader retirement strategy.

This educational workshop will cover the basic process, important rules and questions to consider before getting started. Whether you’re new to self-directed investing or simply exploring your options, this session will help you better understand the possibilities and responsibilities involved.

Short-term rentals can offer investors another way to approach real estate, but operating one successfully requires more than furnishing a property and creating an online listing.

Join us for an educational Wealth Workshop covering the complete short-term rental process, from evaluating markets and selecting a property to preparing for guests and coordinating professional property management.

In this follow-up Wealth Workshop, we’ll take you behind the scenes of how SDIRA Wealth helps clients evaluate, coordinate and execute a cost segregation strategy after purchasing an investment property. We’ll walk through the process from closing to completion and explain how the investor, Wealth Strategy Advisor, CPA and cost segregation specialist work together.

What is a cost segregation study, and how can it fit into a real estate investor’s broader tax strategy? In this introductory Wealth Workshop, we’ll break down cost segregation in clear, practical terms. You’ll learn how a study identifies and reclassifies qualifying components of an investment property, potentially allowing certain depreciation deductions to be accelerated.

Buying a rental property is only the beginning. What happens after closing, and what does ownership actually look like from month to month?

Join the SDIRA Wealth team for a practical Wealth Workshop covering the next stage of the real estate investing journey. We’ll walk through tenant placement, property management, monthly statements, maintenance requests, tax considerations, portfolio reviews, and the decisions investors may face as rental income begins coming in.

Owning real estate is only the beginning. As your income, goals, family, and market conditions change, your investment strategy may need to change with them.

Join the SDIRA Wealth team for a practical annual review designed to help real estate investors evaluate where they are today and determine what may need attention next. We’ll discuss changes to your Freedom Number, rental performance, property equity, tax strategy, insurance coverage, refinancing opportunities, cash reserves, and potential gaps in your portfolio.

Join us for a live interview with SDIRA Wealth founder and Freedom 5 Formula author Justin French as he shares the principles behind his approach to building long-term wealth through real estate.

Justin will explain the five core elements of the formula and discuss how cash flow, appreciation, principal paydown, rent growth and potential tax advantages can work together over time. He’ll also share lessons drawn from more than 25 years of experience and explain why a clear strategy, quality properties and the right support team can be so important.

Join SDIRA Wealth’s Matt and Josh for a candid conversation about using home equity lines of credit and securities-backed lines of credit to purchase real estate. They’ll explain how each option works, why investors may consider them, and the risks that can arise when borrowed funds meet variable rates, vacancies, market volatility, and unexpected expenses.

We’ll explore the factors that matter most—including population and job growth, housing affordability, rental demand, vacancy rates, available inventory, major employers, economic diversity, new development, infrastructure, and landlord-friendly laws.

You’ll also learn why even a great property can underperform when it’s located in the wrong market—and how strong market fundamentals can support a more informed, long-term investment strategy.

What’s really keeping you from purchasing your first investment property? In this live Wealth Workshop, we’ll explore the most common reasons people remain on the sidelines and compare them with the practical steps active investors take to move forward. You’ll be challenged to identify the concern that has delayed you the longest and begin replacing uncertainty with a clearer, more informed path to action.

Learn how to move from purchasing your first investment property to building a purposeful, scalable real estate portfolio. We’ll explore the key decisions at each stage, including setting clear goals, selecting the right properties, using financing strategically, managing cash flow, and knowing when you may be ready to grow. Whether you’re preparing for your first investment or planning your next acquisition, this live workshop will help you better understand the path toward long-term portfolio growth.

Learn how to evaluate, select, and collaborate with the right property management team for your real estate investments. We’ll cover the questions to ask, qualities to look for, expectations to establish, and communication practices that can help protect your property and support long-term performance.