Alternative Investments & Self Directed IRA's

Alternative Investments

When you invest in real estate or private businesses, their values do not generally fluctuate day to day like investments in the stock or bond market. 

Alternative investments provide qualified investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets. In addition to attractive risk-adjusted return potential, alternatives allow clients to diversify their portfolios by investment strategy, portfolio manager, industry sector, geography and liquidity needs. Alternatives have the potential to balance a traditional or conventional portfolio of equities because many are not linked to the stock market directly. 

When you invest in alternative investments, you become part owner of the hard assets associated with the investment. Self directing your IRA into an alternative investments allows for an investor to invest directly into a specific hard asset like rental property, a specific business and even precious metals and receive the income generated from those assets on a tax deferred or tax free basis if done through an IRA or ROTH IRA.

Hard Assets

Real Estate (Commercial and Residential)

Equipment Leasing

Mineral Rights

Oil and Gas Investments

Other Alternative Investments

Real Estate Development Funds

Land Banking Investments

Business Development Companies

Non-Publicly Traded Real Estate Investment Trusts

Note Programs

Private Placements

Tax Credit Programs

Royalty Interests

How A Self-Directed IRA Works

Investments for your Self-Directed IRA

Real Estate



Tax Lien Certificates

Real Estate Notes

Private Equity & Businesses

Private Stock

Private LLC

Private LP


Precious Metals



Platinum Coins


Other Alternatives

REITS (Real Estate Investment Trusts)



Hedge Funds

Private Debt

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Alternative investments can be speculative like the stock market, they are not suitable for all clients and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investment, lack of liquidity, transfer restrictions, potential tax reporting delays and less regulations. Kerr Wealth Management is not a commodities broker, futures trader or commodity advisor.