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…

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…

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…

Leveraging your IRA to Invest in Real Estate: A Mathematical Analysis

November 28, 2017

Authored By: Greg Emmer

The benefit of having a self-directed IRA is the autonomy that the account holder has in the scope of investments he/she can take part in.  With the housing market hitting new highs every day, an increasingly popular strategy for an IRA is to invest in real estate.  That is, buying properties, renovating them, and subsequently selling the home for a nice profit.  When implementing the right acquisition strategy, an investor is certain to find several suitable purchase opportunities in today’s marketplace. Continue reading…

Client Success Story – Finding High-Yield Investments

August 28, 2017


This month we’re featuring our client, Steve Landaal, VP of Portfolio Management. Steve was born and raised in Wisconsin and describes himself as a huge Packers Fan. He resides in Orlando with his bride Darla of 33 years.

Steve shared with us, after losing money in the stock market and, out of desperation, he decided to seek out a better and safer way to grow his retirement savings which was when he learned about self-directed IRAs and the opportunity to find high-yield investments.

Steve met with Austin Holloway, NuView’s Business Development Manager over coffee. After meeting Steve and Austin realized they shared many of the same values personally and with business. Steve said Austin elevated his game with Self Directed IRA’s and at that point he and his wife decided to place some capital in a NuView Self-Direct IRA. Continue reading…

Investing in Private Companies Via Your Self-Directed IRA

July 12, 2017

Looking for a hot stock deal? Insider trading is a no-no, and getting first crack at an initial public offering is impossible unless you are super-rich and well-connected. Yet there is a way to get the jump on the general public when it comes to owning shares in the next big company: they’re called private placements.

A private placement is the issuance of restricted securities sold privately. These securities, usually in the form of shares, warrants or debt instruments, are exempt from registration with the Securities and Exchange Commission and cannot be issued on the open market. Issuers usually complete a Regulation A or Regulation D filing with the SEC to secure an exemption from registration. Continue reading…

Top 5 Misconceptions about Investor Home Inspections

May 31, 2017

home inspection misconceptiond

A home is one of the biggest investments that many people make during their lifetime. You make these every month or more often. For this reason, investors need to ensure that their homes remain in good condition for a long time if you are a buy and hold investor or that they can sell quickly as a flipper for the budget your set. One of the many tools investors can utilize to maintain their investment or protect themselves is the home inspection. Here are five common investor home inspection misconceptions that should help you appreciate home inspection.

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Alternative Investments Provide Many Options for Self-Directed IRAs

April 28, 2017

Authored by Tracy Stein – CEO & President of Prime Pinnacle Investments

The world of alternative investments was once a sleepy province populated by institutional investors making modest investments in start-ups and smaller companies. Today, the alternative investment landscape encompasses global markets in a variety of asset classes and thousands of investment firms managing trillions of dollars across the globe.

Self-directed IRAs provide an opportunity for investors to invest in alternative assets, either directly or through managed funds. When the assets are private – that is, not registered with the SEC – ownership might be limited to accredited (i.e., wealthy) investors. Purchasing individual assets or shares in alternative-asset funds offers IRA owners several benefits, including: Continue reading…

Private Lenders and Note Investors: 3 Tips from an Industry Radical

April 26, 2017

Written by: Doug Smith, Portfolio Manager – Castle Rock Capital Management

For more than 25 years, I’ve had the pleasure of working with some of the best credit minds in the country. I’ve also had the painful experience of watching scores of private lenders and note buyers with no formal credit background whatsoever make fatal mistakes when underwriting private loans and notes for purchase. Making private loans or buying performing and non-performing loans can be a very fruitful and worthwhile proposition, but many lenders and investors don’t follow sound underwriting principals when making a decision about purchasing or originating a loan. Continue reading…