Business Details
8 Years
experience
Trusted Real Estate Investment Advisors for Self-Directed IRAs
At IRA Realty Fund, we specialize in empowering individuals and non-profit organizations through strategic real estate investment solutions tailored for Self-Directed IRAs and qualified retirement plans. Founded in 2018, our team combines decades of expertise in financial services, real estate brokerage, and legal counsel to provide clients with secure, diversified investment opportunities. We focus on healthcare facilities, industrial properties, secured notes, land, and multifamily assets, ensuring alignment with IRS guidelines for retirement accounts.Our fee-based advisory services emphasize risk management, asset allocation, and portfolio expansion, while our community-driven Engage-Invest program supports non-profits through targeted grants and partnerships. With a commitment to transparency and client education, we guide investors through every step, from account setup to property selection, prioritizing long-term growth and retirement security.
Services
Real Estate Investment Advisory
Self-Directed IRA Setup
Secured Note Investments
Multifamily Development
Healthcare Property Acquisition
Industrial Real Estate
Land Investment Programs
Portfolio Risk Assessment
Community Grant Programs
Retirement Asset Allocation
Details
- Year established: 2018
Highlights and features
- We offer 20+ years of combined experience in financial services and real estate investment.
- Our team specializes in Self-Directed IRA compliance and real estate law.
- We provide diversified investment options across healthcare, industrial, and multifamily sectors.
- Our Engage-Invest program supports community-focused non-profits through strategic grants.
- We guarantee transparent advisory services with personalized portfolio management.
Services
Real Estate Investment Advisory
Our advisory services guide clients in selecting real estate investments for retirement accounts. We analyze risk tolerance, recommend asset classes like healthcare facilities and industrial properties, and ensure IRS compliance. Clients receive personalized portfolio strategies to maximize returns while securing long-term growth.
Self-Directed IRA Setup
We assist in establishing Self-Directed IRAs through third-party administrators. Our process includes documentation support, custodian collaboration, and education on eligible real estate investments. Clients gain control over retirement funds by investing in residential, commercial, or land assets.
Secured Note Investments
We offer secured and unsecured real estate notes with fixed interest rates. These debt instruments provide stable returns over 35 years, backed by first-position liens on properties. Ideal for low-risk portfolios seeking predictable income streams.
Multifamily Development
Our multifamily projects focus on strategic partnerships with developers. Investments target 35 year horizons with projected returns of 8.910%. Opportunities include government-sponsored housing and private developments, balancing community impact with financial growth.
Community Grant Programs
The Engage-Invest initiative funds non-profits through real estate-driven grants. We prioritize healthcare access, affordable housing, and cash management solutions, aligning investments with community needs while delivering returns to retirement accounts.
People
Juan A Villarreal
CEO/Director of Investment
Juan has 20 years of experience in financial services, investment advisory, and commercial real estate. He specializes in retirement planning and real estate law, guiding clients through IRA investments in diverse property sectors.
Marco A Molina
Legal Counsel
Marco brings 18 years of legal expertise in real estate transactions, corporate law, and due diligence. He ensures compliance with IRS regulations for retirement investments and advises on entity formation and financing strategies.
Questions
What retirement accounts qualify for IRA Realty Fund investments?
We accept Self-Directed IRAs, Roth IRAs, 401(k)s, Keogh plans, and 403(b)s. All investments comply with IRS guidelines for real estate holdings.
What real estate asset classes do you offer?
We specialize in healthcare facilities, industrial properties, multifamily housing, land development, and secured real estate notes.
How does the Engage-Invest program benefit non-profits?
The program provides grants and investment opportunities to 501(c)(3) organizations, supporting community projects in healthcare and affordable housing.
What are the minimum investment requirements?
Minimums start at $25,000 for funds like IRF Income Fund A. Specific requirements vary by asset class and project structure.
How are returns generated from real estate investments?
Returns come from rental income, property appreciation, and interest on secured notes. We target annual yields between 5.5% and 10% depending on the asset.
