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Does the idea of passive income sound good to you, but you are not sure how to get started? Do you lose sleep over your retirement account because you worry about the market? Did you pass up on an investment opportunity because you didn't think you had the money to invest?
Advanta IRA, a leader in self-directed account administration, provides cutting edge educational events that give you the knowledge you need to take control of your IRA to maximize your retirement wealth.
Eventos próximos
3
- Evento de networking
Portfolio Diversification Strategies: From Volatility to Visibility
·En líneaEn línea6 asistentes de 5 gruposIn times of market uncertainty, portfolio diversification is one of the most important strategies to build and protect long-term wealth.
Join Advanta IRA’s Larissa Greene and guest James Keefe of Bequest Asset Management for an educational discussion on how experienced investors review, balance, and manage their portfolios. These steps help them make informed investment decisions that support their overall financial planning.
In this session, you’ll learn:- How investors evaluate and balance their portfolios to manage risk
- Why focusing on both short-term priorities and long-term goals leads to better investment decisions
- How reviewing your overall portfolio can help shift your focus from individual deals to a broader investment strategy
This session actionable steps investors can take to improve their portfolio diversification.
Register to attend live or receive the replay.1 asistente de este grupo - Evento de networking
Investing in Self-Storage: Why It’s Attracting Attention in Today’s Market
·En líneaEn línea3 asistentes de 5 gruposSelf-storage has emerged as one of the most resilient sectors in commercial real estate, and investors are paying attention. For those exploring investing in self-storage, life-event–driven demand and flexible, month-to-month pricing continue to support the asset class, even in shifting market conditions.
In this session, Advanta IRA’s Owen Lynn and guest Ryan Gibson, Co-Founder, President, and Chief Investment Officer of Spartan Investment Group, discuss why self-storage continues to attract capital, what makes today’s environment compelling, and how passive investors can gain exposure through self-directed retirement accounts.
Attendees will learn:- Why self-storage has historically demonstrated resilience
- The market drivers influencing demand today
- How passive investment structures work
- How to participate using a self-directed IRA
This comprehensive webinar is ideal for investors seeking passive income and diversified exposure to private real estate opportunities within a self-directed retirement strategy.
Register to attend live or receive the recording. - Evento de networking
Multifamily Underwriting: How to Analyze Deals
·En líneaEn línea6 asistentes de 5 gruposMultifamily underwriting assumptions don’t just shape your projections. They determine whether a deal actually performs. In multifamily investing, a financial assumption is an estimate of details, like rent growth, vacancy, or expenses, that drives projected returns and risk.
In this informative webinar, Advanta IRA’s Reneika Lightbourne is joined by Rob and Clay Stanley, Partners at Shining Rock Equity, to discuss what actually drives multifamily performance in today’s market and how to underwrite with clarity and reduce risk.
They’ll cover
- Concessions and how they impact true rent
- Rent growth vs supply, and how to evaluate it
- Key assumptions behind projected rent growth
- Where a value-add still works, and where it doesn’t
- Understanding gain to lease
- Where the opportunity might be in the coming years
- What questions to ask sponsors to help you evaluate the investment's potential
- How to invest in multifamily real estate with a self-directed IRA
This session is not one to miss to learn valuable tips on multifamily underwriting assumptions to help you make informed investment decisions.
Register HERE to attend lie or receive the replay.
1 asistente de este grupo
Eventos pasados
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