Next Generation Trust Company, a custodian and administrator of self-directed IRAs, has announced a strategic partnership with Stairway Invest LLC to offer accredited investors a new investment option within their retirement accounts. The collaboration allows investors to allocate funds from their self-directed IRAs into Stairway Loan Accounts (SLAs), which provide a personally guaranteed 8 percent per annum return.
The SLAs are available exclusively to accredited investors and are structured as an SEC-compliant, liquid private product. Funds are invested primarily in real estate globally, with a focus on affordable housing and renewable energy. Stairway Invest’s portfolio includes assets across 16 U.S. states as well as in Australia, Canada, and Brazil.
“With real estate continuing to be among the most popular alternative assets allowed in self-directed IRAs, this strategic partnership allows our accredited investor clients to earn a personally guaranteed ROI from one simple, liquid product using funds from their Next Generation IRA,” said Jaime Raskulinecz, CEO of Next Generation Trust Company.
To participate, accredited investors must first open and fund a self-directed account with Next Generation Trust Company, then allocate a portion of those funds to invest in Stairway Invest. The earned interest is credited to the client’s SLA, and both principal and accumulated interest can be withdrawn at any time and returned to the self-directed IRA.
Stairway Invest has been working with accredited investors in real estate for nearly 25 years. In addition to the 8 percent annual return, interest is credited daily, there are no fees, and the SLA permits unlimited transactions. Founder and CEO Austin Fowler emphasized the security of the investment: “Our managers personally guarantee client principal and interest, not just with the assets purchased with deposits, but with their own worldwide portfolios. All client funds are backed first by their manager’s worldwide assets and then by the business itself. Stairway Invest stands behind every manager, providing a deep and diverse safety net.”
Stairway also offers client education on professional passive real estate investing through its online forum, professional capital raising services, and a white label service for professional investors who want to use Stairway’s infrastructure to raise capital as liquid debt.
For more information about Next Generation Trust Company and the alternative assets allowed through self-direction, visit NextGenerationTrust.com. To learn more about Stairway Invest and its opportunities for accredited investors, visit stairwayinvest.com.
