CAPSTAQBECAUSE OWNERSHIP MATTERS
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Self-directed IRA

The IRA owns the interest, not you personally.

A self-directed account is the starting point, not proof that every private real estate interest is eligible. The IRA and the account owner are not interchangeable.

Directs You Choose the custodian and direct the investment. Not the owner
Holds Custodian Holds the account and must accept the asset and the entity. Not Capstaq
Owns The IRA Named as investor. Funding and distributions stay inside the account.
Titled to the IRA The interest The ownership interest in one specific opportunity and its entity.

Personal use, paying IRA expenses personally, receiving IRA income personally, or transacting with disqualified persons can create serious consequences. Confirm the facts with qualified advisers.

Confirm the custodian can hold the specific interest.

Capstaq is not an IRA custodian. Two things get established before an opportunity is reviewed, and they run in this order.

01 · The accountChoose the custodian before choosing the deal

  • Whether an existing Traditional, Roth, SEP, or other eligible account can be opened, transferred, or rolled over
  • Whether the provider accepts private real estate
  • Timing, fees, and accepted assets, which vary by provider

Custodians investors often use for private real estate: The Entrust Group, Equity Trust, Inspira Financial, Madison Trust and STRATA Trust.

Capstaq is not affiliated with any custodian and does not recommend one. Confirm your custodian can hold the specific interest.

02 · The interestConfirm the custodian accepts this asset

  • The custodian accepts the asset and the entity
  • The IRA is named as investor
  • Funding and distributions remain inside the account
  • Prohibited-transaction and disqualified-person rules are cleared

Review the investment first.

Public cards do not establish IRA eligibility. All opportunities →
Concept image for Homewood Suites Goodyear Homewood Suites Goodyear Extended-stay hospitality · Goodyear, Arizona IRA eligibility not confirmed Review → Concept image for Eleven03 West Campus Eleven03 West Campus Purpose-built student housing · Austin, Texas IRA eligibility not confirmed Review → Concept image for Overlook at Lakeway Overlook at Lakeway Medical office · Lakeway, Texas IRA eligibility not confirmed Review →

General information only. Not tax, legal, investment, accounting, or custodial advice. Capstaq does not hold IRA assets or act as custodian. Account eligibility, prohibited-transaction rules, disqualified-person rules, UBTI/UDFI, fees, and tax treatment depend on the investor, custodian, asset, debt, and structure. Confirm the specific opportunity with your custodian and qualified advisers before investing.