Why You Should and Should Not Invest in Commercial Real Estate
October 29th, 2024 1:00 PM CT
How to successfully invest in CRE without falling into its many pitfalls.
Matt Epstein
Paul Moore
Ramez Fakhoury
Free download: “Introduction to Commercial Real Estate Investing,” a 5-day E-course highlighting several important lessons to help you start investing in commercial real estate.
Founded
In 2008
Members
Administered
1 Billion
in Assets
Full-Time
Dedicated Staff
White-Glove Service
Here’s What You’ll Learn
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About Wellings Capital
Meet The Experts
Director of Investor Relations at Wellings Capital
Matt Epstein
Matt is the Director of Investor Relations and is responsible for managing client relationships and raising capital. Prior to joining Wellings Capital in early 2024, he worked with several real estate and alternative investment sponsors to raise capital, including Waypoint Residential, where he was a Managing Director. He started his career working on Wall Street, spending over 20 years working at several leading investment banks as an institutional equity salesperson. He received an MBA from the University of Chicago Booth School of Business and a BA from the University of Wisconsin-Madison.
Founder and Managing Partner of Wellings Capital
Paul Moore
After a stint at Ford, Paul co-founded a staffing firm where he was two-time finalist for Michigan Entrepreneur of the Year. After selling to a public firm, Paul began investing in real estate. He founded multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits. He’s contributed to Fox Business, Real Estate Guys Radio, and BiggerPockets. A featured guest on over 300 podcasts, Paul also co-hosted a wealth-building podcast called How to Lose Money. Paul is the author of three real estate books, including Storing Up Profits – Capitalize on America’s Obsession with Stuff by Investing in Self-Storage, and a book on multifamily investing. Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm that designates a portion of its profits to free victims of human trafficking. Paul has been married for 37 years and has four children.
Vice President or IRA Club
Ramez Fakhoury
As an entrepreneur with a rich background spanning over two decades, Ramez is deeply commited to education and inspiring individuals, empowering them to venture beyond conventional paths and diversify their investments through the power of self-direction.
FDIC Insured
IRA/401(k) cash is FDIC insured
Flat Fee Structure
Flat fees and straightforward pricing
Free IRA Reports
Free annual IRA tax reporting
(RMDs, 1099-R, 5498, 5500 forms)
Investor's Row
Explore alternative investment opportunities
Concierge Service
Friendly, white-glove service
Educational Resources
Up-to-date educational resources on IRS regulations
Frequently Asked Questions
Here are the most common Self-Directed IRA questions. Have others?
Sign up for our webinar and ask us in person!
IRA Club provides a way for people like you to fully utilize the benefits of Self-Directed IRAs, leading to a wider range of investments and potential for better returns.
It’s an IRA that gives you more choices for where you want to invest your money, not just in regular stocks or bonds.
Self-Directed IRAs were passed by Congress back in 1974. Alternative IRA investments have always been allowed by the IRS, however, many IRA companies have placed artificial restrictions on IRA owners over the years. Self-Directed IRAs are not well known because most banks and brokerage firms prefer traditional investments.
It’s easy to make investments with a Self-Directed IRA. Once you find your investment and provide money to the seller, you will receive proof that your Self-Directed IRA is the new owner. It can be in the form of a Bill of Sale, title, deed, or simply a statement identifying your Self-Directed IRA as the asset’s new owner. The main difference is that the name on the title (or other documents) is the name of your Self-Directed IRA and not your name as an individual.
Yes. The most common way for an IRA to buy an asset is to pay cash. However, there may be times when an alternative method of payment is practical.
Maximum Contributions for 2023:
Under age 50 – $7,000.
Age 50 and over – $8,000
