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Invest Your Retirement Funds in Multifamily Real Estate for Passive Income & Long-Term Stability.

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What is an SDIRA?

What is a Solo 401(k)?

FAQs

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INVESTING WITH EAGLECAP USING RETIREMENT ACCOUNTS

Many investors aren’t aware that retirement funds—like those held in an IRA or even a 401(k)—can be used to invest in real estate. Traditional brokerage IRAs typically restrict you to stocks, bonds, and mutual funds. However, a Self-Directed IRA (SDIRA) opens the door to a wider range of alternative investments, including real estate. With an SDIRA, you gain the freedom to pursue opportunities aligned with your personal strategy, from single-family rentals to multifamily communities and beyond. EagleCap Legacy Wealth Partners helps investors tap into these opportunities to diversify their retirement holdings with real estate assets.

Note: EagleCap Legacy Wealth Partners is an independent company and is not affiliated with Madison Trust Company. There is no legal partnership, joint venture, or agency relationship between the two entities, and neither is authorized to act on behalf of the other.

Ready to start building your retirement strategy through real estate? Here's what to do next:

Select Your Investment
& Sign Documents

Choose a multifamily real estate opportunity with EagleCap and complete the necessary paperwork.

Set Up Your Self-Directed Retirement Account ⁱ

Roll over funds or make an initial contribution into a Self-Directed IRA (SDIRA) or Solo 401(k) with a qualified custodian.

Fund Your Investment

Direct your SDIRA or Solo 401(k) custodian to invest in the selected opportunity and start building passive income for retirement.

Unlock Long-Term Growth with a Self-Directed IRA

A Self-Directed IRA (SDIRA) empowers you to go beyond traditional market options, giving you greater control over your retirement planning. By allowing investments in real assets like multifamily real estate, an SDIRA helps you align your portfolio with your personal goals and risk tolerance.

At EagleCap Legacy Wealth Partners, we focus on providing access to multifamily investment opportunities—an asset class valued for its potential to generate stable income and build long-term wealth.

Combining the benefits of tax-advantaged growth with the flexibility of real estate investing, an SDIRA can help you create a retirement strategy that’s both dynamic and resilient.

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Power Your Retirement Strategy with a Solo 401(k)

A Self‑Directed Solo 401(k) gives self-employed investors more control, allowing you to move beyond conventional investments and explore alternative assets—like real estate—under one unified retirement plan.

At EagleCap, we leverage the Solo 401(k) structure to grant access to multifamily real estate, enabling you to combine active investment control with potential long-term growth.

With “checkbook control,” you act as trustee of your plan, opening a trust‑owned checking account that lets you execute investments directly—via checks or wires—without intermediaries.
You can fund your Solo 401(k) by rolling over existing retirement accounts or making new contributions, then direct those funds straight into your chosen assets.
Because a Solo 401(k) allows for higher contribution limits (employer + employee roles) and includes options like Roth treatment, it’s a powerful vehicle for accelerating retirement growth.

Ready to take control of your path to financial growth? Let’s explore how a Self‑Directed Solo 401(k) can become your platform for investing in real estate.

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Frequently Asked Questions

Yes! You can invest in real estate with your IRA or Roth IRA by converting it into a Self-Directed IRA (SDIRA). An SDIRA allows you to invest in a wide range of assets, including real estate, while maintaining the tax advantages of a Roth IRA. Unlike traditional IRAs, which are generally limited to stocks, bonds, and mutual funds, an SDIRA offers broader flexibility to align your investments with your personal goals and interests. To do this, you’ll need to open an SDIRA with a custodian that permits real estate investments. Keep in mind that IRS rules prohibit self-dealing, meaning you can’t personally use or benefit from the property. Always consult a tax or financial advisor to ensure compliance.

Yes, you can invest in real estate with your 401(k) by rolling it over into a Self-Directed 401(k) or Self-Directed IRA (SDIRA). A Self-Directed Solo 401(k) (for self-employed individuals) or an SDIRA allows you to invest in real estate while maintaining tax advantages. You’ll need a custodian that supports alternative investments, and IRS rules prohibit personal use of the property. Once your new account is set up and funded, you can direct your custodian to invest in the real estate assets that align with your investment strategy. Be sure to consult a financial advisor to ensure compliance with IRS regulations.

Setting up a Solo 401(k) or SDIRA is simple:

Find an Independent Custodian – Choose a provider that allows real estate investments, like Madison Trust.
Set Up Your Account – Complete the necessary paperwork to establish your SDIRA or Solo 401(k). You can do this through Madison Trust using their quick online application.
Fund Your Account – Transfer or roll over funds from an existing retirement account, or make a new contribution.
Choose Your Investment – Select real estate opportunities that fit your strategy.
Start Investing – Work with your custodian to execute transactions and grow your retirement wealth.

If you're considering a Self-Directed Solo 401(k), our trusted partner Broad Financial offers a streamlined setup process. Schedule a call to get started.

Make sure to follow IRS rules and consult a financial professional for guidance. Please see our article on How to Invest Retirement Money in Real Estate for more info.

EagleCap
Legacy Wealth Partners

INVEST TO RETIRE

Grow Your Wealth, Secure Your Future