Tax-Smart Retirement Investing

[Jim Hitt]

American IRA will be hosting Steve Kelly, Vice President of National Accounts at MLG Capital, for a webinar on accessing private real estate through retirement accounts. Steve shares insights into MLG's Dividend Fund, a structure designed to provide exposure to value-add real estate while targeting the elimination of UBTI and multi-state tax filings.

The discussion explores how the fund invests in multifamily and industrial properties, backed by MLG Capital’s 38+ years of private real estate experience. Attendees will also learn about the fund’s structure, quarterly distributions, preferred return, and profit-sharing model.

Register Now

What You’ll Learn

1. Access Private Real Estate Through Tax‑Smart Retirement Vehicles: Explore a pathway to bring private real estate into retirement allocations with reduced tax and filing friction. Discover why an alternate entry vehicle can shift how you think about long-term portfolio construction.

2. Discover Off‑Market Opportunities with a Proven Sourcing Engine: Peek behind a relationship-driven sourcing approach that surfaces overlooked, high-potential assets. Learn how a deep pipeline can create optionality and asymmetric opportunity for investors.

3. Build Resilient Returns with Diversified, Active Management: Learn a philosophy that balances growth and preservation through deliberate diversification and conservative structuring. See how active management and aligned incentives aim to navigate cycles and prioritize investor outcomes.

Register to Access:

• Early Access Recording.
• A First Look at What’s in The Works.
• Get Expert Answers.

Save the Date: September 2nd at 12:00 PM ET