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Wayne C.
  • Investor
  • Houston, TX
5
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16
Posts

SDIRA Investment Recommendations

Wayne C.
  • Investor
  • Houston, TX
Posted

I have recently invested some SDIRA funds in a commercial real estate income fund that provides short term real estate bridge loans. Past performance of the fund is attractive, and since I want maximum growth and not monthly income, the fund facilitates automatic reinvestment of monthly interest for compounding of my investment. The fund uses no leverage, so for a SDIRA, it does not trigger UBIT. If it continues to perform well, this checks all the boxes for me as a one-and-done investment...no distributions for me to manage and reinvest somewhere. If anyone knows of or has  experience with a SDIRA investment that has similar features, I would welcome recommendations so I can research alternate investments if needed.

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