Business Details
8 Years
experience
Real Estate Investment Solutions for Self-Directed IRAs
At IRA REALTY FUND, we specialize in empowering individuals and nonprofit organizations to build secure retirement futures through strategic real estate investments. Our team combines decades of expertise in financial services, real estate brokerage, and legal counsel to guide clients through the complexities of Self-Directed IRAs and Qualified Retirement Plans. We offer tailored advisory services and access to diverse real estate asset classes, including healthcare facilities, industrial properties, secured notes, and multifamily developments.Our commitment to transparency, client education, and community impact distinguishes us as a trusted partner in alternative investment solutions. With a focus on fixed-interest products and risk-mitigated opportunities, we help clients diversify portfolios while adhering to IRS compliance standards. Our leadership team brings 38 combined years of industry experience, ensuring informed decision-making for every client engagement.
Services
Portfolio Advisory
Secured Notes
Wealth Management
Healthcare Real Estate
Multifamily Development
Industrial Properties
Land Investments
Community Investing
Retirement Planning
Asset Allocation
Details
- Year established: 2018
Highlights and features
- We offer 20+ years of combined experience in financial services and real estate investment.
- Our legal counsel provides specialized expertise in real estate law and compliance.
- We structure fixed-interest rate products with maturities from 3 to 15 years.
- We specialize in IRS-compliant real estate investments for retirement accounts.
- Our community-focused approach supports nonprofit organizations through targeted investments.
Services
Self-Directed IRA Real Estate Investment
We help retirement account holders invest in commercial and residential real estate through IRS-compliant structures. Our services include portfolio advisory, asset selection, and compliance guidance. Clients gain access to diversified real estate opportunities that align with long-term financial goals.
Secured Real Estate Notes
Offering fixed-interest debt instruments secured by real estate assets. These notes provide stable returns with maturities ranging from 3 to 15 years. We conduct thorough due diligence to ensure collateral quality and repayment security.
Community Investing Programs
Tailored investment solutions for 501(c)(3) organizations focusing on affordable housing and healthcare infrastructure. Programs combine mission-driven impact with financial returns through structured real estate partnerships and grant funding initiatives.
Wealth Management Advisory
Comprehensive advisory services covering asset allocation, risk assessment, and investment policy development. We help clients optimize retirement portfolios with real estate-backed assets while maintaining regulatory compliance and diversification standards.
Multifamily Development Investments
Opportunistic investments in multifamily housing developments with projected returns of 8.9-10%. We partner with experienced developers to deliver ground-up projects and value-add acquisitions in high-growth markets.
People
Juan A Villarreal
CEO/Director of Investment
20-year financial services veteran with expertise in investment advisory, commercial real estate brokerage, and alternative assets. Leads strategic direction for retirement-focused real estate investments.
Marco A Molina
Legal Counsel
18-year real estate attorney specializing in acquisitions, due diligence, and corporate structuring. Provides legal oversight for investment products and compliance frameworks.
Questions
How do I start investing real estate with my Self-Directed IRA?
Open a Self-Directed IRA account through a TPA, select investment products, and fund your account. We provide guidance throughout the process.
What real estate asset classes do you offer?
We offer healthcare facilities, industrial properties, land developments, multifamily housing, and secured real estate notes.
Are investments IRS-compliant?
Yes, all products adhere to IRS guidelines for Self-Directed IRAs and Qualified Retirement Plans.
What are typical investment terms?
Terms range from 3 to 15 years with fixed interest rates, depending on asset class and risk profile.
Do you serve nonprofit organizations?
Yes, we specialize in community investing programs for 501(c)(3) organizations focused on affordable housing and healthcare.
