Fresh alternative asset insights and the latest news on real estate and private equity investing.
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.
While many investors are comfortable with exchange traded assets, such as stocks and bonds, a big misconception around alternative assets is that... Read this article »
One of the perks of a self-directed IRA is that it allows you to grow your investment tax deferred in the case of a traditional IRA or tax free i... Read this article »
Buying a single-family home to hold as an investment property is a popular strategy among self-directed IRA holders. Investors can benefit not on... Read this article »
With the US housing market rebounding and the economic recovery strengthening, real estate is an increasingly attractive asset class for investor... Read this article »
Lately on the blog, we’ve been talking about the different ways that investors can use tax-advantaged IRA funds to invest in real estate. The met... Read this article »