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PENSCO Blog

Fresh alternative asset insights and the latest news on real estate and private equity investing.

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Chris Shanahan, CISP®

Director, Investment Review

In his role as Director, Investment Review at PENSCO, Chris Shanahan uses his expert level of knowledge of alternative assets, including promissory notes, REITs and real estate, to determine whether investment opportunities can be held in self-directed IRAs. This might entail working with a mortgage broker or investment sponsor to determine if their latest deal is eligible to accept IRA funds, or helping a PENSCO client successfully invest IRA dollars in a new real estate opportunity.

Chris also spends his time attending sales conferences, meeting with mortgage brokers and investments sponsors to keep up-to-date on the latest real estate investment trends.

Chris holds a B.S. from the University of San Francisco, and is a Certified IRA Services Professional through the American Bankers Association.

Related Articles


Roth IRA Withdrawal Rules For Self-Directed Accounts

Roth IRA Withdrawal Rules For Self-Directed Accounts

  |  By Chris Shanahan, CISP®

Using a Roth IRA, you can save for retirement by making contributions[1] with after-tax dollars, allowing the investments in your retirement acco... Read this article »


IRA Withdrawal Rules: Distributions From a Traditional IRA

IRA Withdrawal Rules: Distributions From a Traditional IRA

  |  By Chris Shanahan, CISP®

Saving for your retirement with a tax-advantaged account, like a traditional IRA, is one of the most important steps you can take in planning for... Read this article »


The Real Estate IRA Investor and RMDs

The Real Estate IRA Investor and RMDs

  |  By Chris Shanahan, CISP®

For investors who own traditional IRAs, required minimum distributions (RMDs) become a fact of life once you hit the age of 70½. RMDs are the min... Read this article »


4 Ways to Invest in Real Estate Using a Self-Directed IRA

4 Ways to Invest in Real Estate Using a Self-Directed IRA

  |  By Chris Shanahan, CISP®

Real estate is an attractive asset for many retirement savers. It is considered a long-term investment, which can correspond nicely with the long... Read this article »


IRS Eases 60-Day Rules on IRA Rollovers

IRS Eases 60-Day Rules on IRA Rollovers

  |  By Chris Shanahan, CISP®

Taxpayers who miss the 60-day deadline for retirement plan and IRA rollovers may get some relief -- and avoid the possibility of paying early dis... Read this article »


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