Five Tips To Get You Started With Private Equity Investing In Your Self-Directed IRA

Hey Everyone,

It’s Brian Poss, Director of Marketing at NuView Trust here. Today, we’re here to talk about my favorite thing: private equities. We’re going to go over five tips to get you started with private equity investing in your Self-Directed IRA.

What’s To Love About Investing In Private Equity?

What I love about private equity investing is that there’s a lot of power in this strategy.

When you look at the stock market, you’re looking at some of the stocks right now, and everything is so overvalued. The P.E. ratios are just off the charts.

With private equities, it’s not the case.  You can get in early, and you can find good deals.

What I also love about it is that even if you have a small account you can invest in these companies.

So, for Millennials, Gen X-ers and the Gen Z-ers, this is a great opportunity to get invested in some early startup companies that have a lot of potential on the upside.

With that said, let’s get into the five tips.

Tip 1: Invest In What You’re Familiar With

The first tip is simply to invest in something that you’re familiar with or an industry that you’ve worked in.

When you look at Warren Buffet and you see some of the stocks and investments that he’s done, he only invests in things that he knows.

He doesn’t know technology very well, so he rarely invests in technology stocks.

It’s the same thing with private equities. Invest in something that, you know.

For me, it’s technology. I know technology well. I’ve worked in this space for years, and I love technology. It’s my passion. So, that’s what I choose to invest in.

Tip 2: Pick Something In Its Early Stages

You want to pick something in its early stages. This is the best time to get in because it offers the most potential for the upside in terms of profits, growth, and valuation for the company.

When you look at this chart, and you compare the private valuations compared to the public valuations, you can see which ones have the most potential for the most opportunity for growth.

Tip 3: Pick A Site To Find P.E. Deals

You need to pick a site to find P.E. deals. Like I mentioned in the previous video, there are sites like:

These sites have lots of deals with lots of companies on there that are looking for people to invest in the early stages. Pick one of these sites and set up an account and start investing.

What’s great about these sites is technologies evolve. So, you don’t have to be an accredited investor to invest in private equities anymore. That wasn’t the case years ago.  

Tip 4: Do Your Due Diligence

It’s all about due diligence.  You have to research these companies. You have to look at those financials.

In part two of this video series (coming up next), we’ll dive into that a little bit more, but that’s a crucial step.

You have to understand what you’re investing in so that you make the right choice.

Tip 5: Open a NuView Trust Account

The final tip is you have to open a NuView account with your money.

It doesn’t do you any good sitting on the sidelines. So, open a NuView account and you can start investing in private equities today.

These are my 5 tips to get you going with private equity investing.

So, if you’re ready today, I encourage you to reach out to an IRA specialist, or go to https://staging-wwwnuviewtrustcom.kinsta.cloud/ and open an account.

Stay tuned for part two of our private equity series, where we’re going to dive into some of the websites I mentioned earlier. And I’m going to walk you through:

  • How to do due diligence, and…
  • How you can actually invest in some of these private equity deals.

If you ever have any questions about what we shared in this post, reach out to us by doing the following:

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• Contact us directly with questions or ideas at: IRAspecialists@nuviewtrust.com

We go live with education almost daily.

We love to provide investors the true story of what’s possible inside of an IRA, and possibly inside of a 401k.

See you soon!

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