a building with wavy lines on it against a blue sky

Invest in Alternative Assets With a Self-Directed IRA

A smarter way to grow your retirement savings through passive income and long-term appreciation.

Why use a self-directed IRA?

Diversify Your Retirement Portfolio

A Self-Directed IRA (SDIRA) allows investors to diversify their retirement portfolios by investing in alternative assets like private real estate. Unlike traditional IRAs limited to stocks, bonds, and mutual funds, SDIRAs offer access to commercial real estate, private equity, trust deeds, and more.

When used to invest in CRE Income Fund, a SDIRA enables investors to generate tax-deferred or tax-free income through institutional-grade commercial real estate assets—while reducing exposure to public market volatility.

  • Tax-deferred or tax-free growth, depending on IRA type
  • Passive monthly income
  • Diversification away from equities and bonds
  • Access to high-quality commercial real estate
  • Long-term capital appreciation potential

Tax Deferred Growth Over Time

(SDIRA vs Taxable)

$350,000$300,000$250,000$200,000$150,000$100,000$50,00005101520SDIRATaxable Account

Institutional-Grade Real Estate

Why CRE Income Fund?

CRE Income Fund is designed for investors seeking stability, tax advantages, and consistent yield. We acquire and manage a diversified portfolio of technology and industrial real estate assets across high-growth markets, targeting properties with long-term leases, strong tenant credit, and attractive income profiles.

Unlocking the Power of Passive Income (video)Unlocking the Power of Passive Income (video)

Highlights of the Fund

  • 18-22% Targeted Internal Rate of Return
  • Income-producing assets with long-term leases
  • Monthly distributions
  • Tax-advantaged income through depreciation
  • Little correlation to public market fluctuations
  • No capital calls or operating obligations
  • Focus on industrial and technology properties aligned with macroeconomic trends

Traditional IRA vs Self Directed IRA
with CRE Income Fund

Investment Options
Traditional IRA
Limited to publicly traded assets like stocks, bonds, and mutual funds.
Self-Directed IRA with CRE
Access to institutional-grade commercial real estate, including industrial and technology assets.
Capital Control
Traditional IRA
Custodians manage investment selections within a narrow set of offerings.
Self-Directed IRA with CRE
You direct where your funds are invested. CRE Income Fund handles sourcing, management, and reporting.
Fees
Traditional IRA
Brokerage and account maintenance fees; may include commissions and asset management fees.
Self-Directed IRA with CRE
Low flat annual maintenance fees. No hidden fees or commissions. CRE Income Fund charges are fully transparent.
Investment Risk
Traditional IRA
Tied to public market volatility and investor sentiment.
Self-Directed IRA with CRE
CRE Income Fund investments are uncorrelated to the stock market, with long-term leases and stable income.
Tax Benefits
Traditional IRA
Tax-deferred growth and potential deductibility depending on IRA type.
Self-Directed IRA with CRE
Enjoy the same tax-deferred or tax-free benefits, with added depreciation advantages from real estate income.

A Simplified Investment Process

CRE Income Fund works directly with leading SDIRA custodians to make the investment process seamless and compliant. Whether you are rolling over an existing retirement account or establishing a new one, our team provides hands-on guidance from start to finish.

  • 1

    Initiate Transfer

    Set up your Self-Directed IRA and request a transfer from your current custodian

  • 2

    Submit Investment Direction

    Fill out an Investment Direction Letter and send instructions to your custodian

  • 3

    Custodian Approves Funding

    Your funds are reviewed, verified, and approved for investment

  • 4

    Investment Is Made

    Custodian sends funds to CRE Income Fund and your IRA becomes an investor

  • 5

    Start Earning Income

    Receive monthly passive income with tax-deferred or tax-free growth

Built For Long-Term Performance

The Fund's strategy focuses on acquiring high-quality commercial properties that offer a combination of predictable income and long-term value. Assets are selected based on demographic trends, industry demand, and the opportunity to enhance returns through lease optimization, improved occupancy, and below-market rents.

Our current portfolio includes properties leased to creditworthy tenants in logistics, manufacturing, research, and development—positioned in strategic locations across the U.S.

Investment Features

  • Income backed by long-term leases and investment-grade tenants
  • Defensive positioning across market cycles
  • Annual redemption windows for investor liquidity
  • No exposure to environmental liability
  • Fully managed, passive investment experience
a building with wavy lines on it against a blue sky

Get Started

If you're looking to grow your retirement savings with a tax-advantaged, income-generating real estate investment, a Self-Directed IRA with CRE Income Fund may be the right fit.

Contact our team today to learn how to begin investing through your SDIRA and diversify your portfolio with institutional-grade commercial real estate.

Grow Your Future. Know Your Future.

Loading…