NuView Client Success Story: April 2018

March 28, 2018

coffee mug

Our featured client of the month, Ms. N, is a Sales Rep residing in Jacksonville, Florida. She first learned about NuView and how self-directed IRAs work while networking at Jacksonville’s Real Estate Investor’s Association event. It was the right timing as she was seeking to invest in real estate and minimizing taxes through a self-directed account was very appealing.

Ms. N joined NuView Trust as a client two years ago and first invested in various stocks, however, she explained that her preferred method of investing is in real estate and has done 3 deals so far with her NuView self-directed IRA.

“I prefer real estate because I believe it is a more stable and reliable investment than stocks.  I have made $200K in profit so far from real estate.”

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Private Equity Real Estate: A Better Alternative to Bonds

March 27, 2018

It’s no secret that bonds have failed to deliver compelling yields in recent years. In many parts of the world, like Japan and Sweden, yields are now negative. Due to the shortage of viable options for risk-adjusted income in the public sector, global investors are being forced to consider all options to quell the need for yield. But yield is like fashion — eventually, if the Federal Reserve continues to raise interest rates as we have observed over the past year, it will come back around.

 

private equity commercial real estate

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NuView Client Networking Event at Dubsdread Ballroom

 

Thank you to all who attended our first 2018 client event at Dubsdread Ballroom on the evening of March 21st! We had a huge turnout with lots of networking and great food from Dubsdread Catering. Thank you again for all of your support and we look forward to seeing you at all our future events! Continue reading…

NuView Client Success Story: Lucrative Investing in Limited Partnerships

March 6, 2018

Scott learned about self-directed IRAs from a Broker/Dealer he works with and was attracted to the tax management benefits that can be achieved when holding non-traditional assets in an IRA.

In 2008, Scott opened up an account with another Self-Directed IRA Custodian and made an investment as a limited partner in a real estate development project. He then heard about NuView Trust at a broker/dealer investor event where one of NuView’s Representatives spoke about our company and services offered.

Scott has since done 6 investment purchases via his NuView IRA account and says that “I prefer investing in limited partnerships because I believe that I can obtain a more favorable return on investment.  My accounts at NuView have outperformed the stock markets.”  In addition to limited partnerships, Scott uses his NuView IRA to invest in real estate and several other alternative assets. Continue reading…

Are Private Placements (PPM’s) Riskier than Wall Street?

Let’s take a look and see what actually happens behind the curtains.

In the case of a REIT (Real Estate Investment Trust) the market makers at Wall Street are between the investor and the deal and they take a healthy premium.

They typically take heavy fees and they often have a specific time-frame from when they enter the deal to when they exit. In this case they may sell into an unfavorable market.

Many investors invest in REIT’s, life insurance companies, pension plans or other large institution type funds. These funds typically invest in real estate, apartment buildings, self-storage and other assets very similar to the assets that are in a normal private placement. Continue reading…

Investing in Agriculture with your Self-Directed IRA

March 5, 2018

One of the many alternatives available for self-directed IRA investors is agriculture. Agriculture investments can help your retirement funds grow in two ways: First, a farm produces crops, and these crops generate income when sold. In addition, the value of the land may increase over time, resulting in tax-deferred capital gains. Investing in agriculture has become more popular in the past ten years. TIAA, a Fortune 100 financial services organization and the leading retirement investor for the academic community, owned no agricultural land in 2007. Today, they have more than $8 billion worth of farmland, including investments on behalf of itself and other institutional investors.

investing in agriculture Continue reading…

Commercial Real Estate: How to Profit During Inflation

March 1, 2018

Uncertainty in the public markets continues to cause unrest among global and domestic investors, with inflation being one of the main economic theories circulating among financial analysts about the cause of the next market crash.

What exactly is inflation? The economic definition of inflation is “a general increase in prices and fall in the purchasing value of money.” In reality, this translates to ordinary expenses, like groceries or gas, are going to cost more — and in some instances much more than one is accustomed — without a relative increase in work related income.

Investing in “hard assets” such as gold or other precious metals, oil or other natural resources, and even art have historically been protective investment vehicles to both protect against inflation, and in some instances, turn a future profit. When an economic shift happens, investors seek alternative investments like commercial real estate to their traditional public stock, bond and cash portfolios.

 

commercial real estate construction

 

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Client Success Story: How Tim Turned $88k into $400k with his NuView IRA

February 2, 2018

Our featured client of the month, Tim H., brings to us a unique story as he previously worked for an airline that was shut down. This was when he realized he needed to do more with the retirement funds he had accumulated in his 401K but was unable to take out the funds while working for the airline company. Tim saw our ads frequently and realized that this is what he needed to do to gain control. As soon as he started investing his self-directed IRA funds, his assets began to grow tremendously. Tim became a client of NuView 5 years ago with $88,000 which has since grown to $400,000 in assets! Continue reading…

Can IRA’s Get Married? NO…But…

February 1, 2018

Written By: Augie Byllott

 

Partner Lending with an IRA

I Now Pronounce You Partners in Lending!  Ok, that really wasn’t what the pastor said on the day we got married but who knew 29 years ago that one day my wife’s IRA and my IRA would be able to partner with one another.

Our Roth IRAs have been lenders to a number of real estate investors and rehabbers looking to buy, renovate and sell properties.  There have been a number of occasions where we could fund the loan in one account or the other but there have been times when we were actually able to have our IRA’s partner be each owning an undivided interest in a first position note. Continue reading…

Employee Spotlight: Jennifer Stearns

jenniferJennifer, a mother of two young boys, relocated from upstate New York to Central Florida in 2015 and joined NuView’s team in July 2017 as a Pre-Processor.  Jennifer has since then been promoted to her current role as our Institutional Transaction Associate which involves processing purchase and sale transactions for Institutional IRA accounts.  She is also on NuView’s Social Committee which keeps her busy planning events and activities for our clients and employees.

Jennifer says: “I enjoy spending quality time with my family and socializing with everyone.”

Jennifer has been a great asset to our team since she started and continues to make our clients extremely happy with her cheerful personality and willingness to help service their needs.

 

Fun fact about Jennifer: She has owned Chinese Pugs her whole life as well as a Westie (West Highland Terrier).

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