All Forum Posts by: John Hager

I had a tax related question regarding a self storage investment I am getting into. I am trying to figure the best way to fund the investment - either cash or through cash in a self directed (traditional, not Roth) IRA I am setting up. It is a 506b syndication, reg D offered by a syndication company that specializes in these kinds of investments. I talked to the administrator. According to the proforma, the investment is slated to make a gain of +/- 50% at maturity at about yr 5 but will incur losses at yr 1 based on their investments in facility improvements. He said that I may want to consider paying cash as opposed to paying through my SDIRA, thereby offsetting gains in my rental property with losses in the syndication through them. I have one single fam rental property with an approximate monthly cash flow of $300. I have been making improvements to the basement perimeter drainage which may represent losses too.
Would you agree with his advice or maybe you have additional questions? Just curious. I need to make a decision this week.

Thanks all.  That is helpful.  I am in another Fundrise fund.  I will look at that one and the others mentioned.

I really enjoyed listening to Bob Van Horn on podcast #273.  He mentioned real estate note funds but the only ones I find are for accredited investors.  His fund through PPR requires a $10k min. investment.  I could swing that but not the requirements for accreditation.  Does anyone know of a fund us non-millionaire folks?