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A Self-Directed IRA can be easy.
Let us do it for you!

  • ^70% of Americans will not have enough money to retire.
  • ^In the last 40 years the average 401k return is 1.8%
  • ^75% of Americans over 40 are behind on saving for retirement.
  • ^56% of Americans have less than 10k saved for retirement
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Larry

“Morris Invest is the best. Everything was simple. I didn’t have to do anything but sign papers. As a matter of fact, I didn’t even need to physically see the property myself. I picked up 2 in illinois and I’ve just been collecting rent. I’m fixing to get 2 more and do at least 1 a year. I love them.”

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Justin C

Justin C

“I was always interested in real estate but it was always something I thought was unattainable for someone like myself. I’m a novice investor. I have a full time job but I wanted some supplemental income to help pay the bills and grow into something more where I can not work and be financially free… Buying my house with Morris Invest was so easy and I can’t say enough good things about the company.”

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Greg

Greg

“My property already had a tenant in place. It was instant cashflow. I am now a real estate investor and it’s leading to some other great projects that I’m putting under my belt as well.”

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Tom

Tom

“Even though I am a real estate investor in my local market in Florida, I’m a wholesaler — and wholesaling is the art of finding discounted properties — I am actually making a higher ROI but more cash month over month with my Morris Invest properties.”

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Aram V

“The Morris Invest team have been instrumental in guiding me with investing in properties and helping get closer to financial freedom.”

About SDIRA Wealth

SDIRA Wealth was founded by people who believe in a revolutionary retirement investment strategy. We’re using real estate and finance to accelerate and increase returns for our clients through the “SDIRA Wealth Solution.”

Our Mission is to empower people to move beyond the status quo and achieve their retirement goals by creating the best possible experience with SDIRA Wealth.

SDIRA Wealth has been proven over 20 years of experience and more than $1 billion in residential real estate transactions across 42 cities nationwide. We’ve transformed the way thousands of clients approach retirement investing and planning for their families’ future.

Want to know how we do it? The secret is we’ve spent decades building an amazing team full of talented and hardworking professionals who are passionate about empowering our clients and restoring control over their finances.

 
sdira about

Learn an investment strategy you have
been able to utilize since 1974.

Benefits of investing with SDIRA Wealth in three easy steps.

1

    What are the wealthy people doing in our country that is allowing them to rise above status quo and reach financial Freedom?

    2

    We found that the top 3% of the wealthy in our country all had something in common.

    3

    They ALL invest in ALTERNATIVE ASSETS

    Beautiful Properties Your Tenants Love

    Renovation and New Construction

    Morris Invest Before and After opt
    Morris Invest Before and After
    Before After
    Before After

    Here’s what it’s like to work with us…

    Jarrett, FL

    Norvella, CA

    Larry

    Archie

    John

    Bryan

    Ewan, TX

    Chris, NJ

    Dan, NJ

    Investing in real estate doesn’t have to be so hard.

    What Our Teams
    Can Do For You

    All the tough stuff

    R

    Find It

    Great properties at steep discounts
    R

    Fix It

    Property renovation to increase your equity
    R

    Build It

    New construction from the ground-up
    R

    Finance It

    Easily secure funding for your project
    R

    Fill It

    Screen, place and manage tenants
    R

    Manage It

    Fix the toilets (and take those 2:00 AM calls)

    What You Do

    All the fun stuff

    R

    Sit back

    R

    Watch your wealth grow

    R

    Cash your checks

    OUR MISSION is to empower people to move beyond status quo and achieve their goals by creating the best possible experience using SDIRA Wealth

    FAQs

    We’ve helped many people buy their first investment property and we’ve helped many seasoned investors build their portfolio of properties. With any investment there are going to be some commonly asked questions. In our many years of business we’ve heard many of the same questions over and over again. We decided to compile a list of our most frequently asked questions in no particular order. If you don’t see your question here then please feel free to drop us a line.

    How do you make money, what are your fees?
    We are able to purchase and develop our new construction properties in bulk. This allows production in higher volume vs. higher margin. This also allows us to offer more services and benefits to our clients without charging additional fees to have access to our team and products.
    Where are the properties?
    We always focus on landlord friendly states with the highest job growth and lowest vacancy rates. Each of our markets are studied for at least 12 months prior to beginning our lengthy development process. We operate in 14 states and over 40 cities.
    What are my financing options?

    Over the past 20 years we have formed relationships with over 100 different lenders. We offer every type of financing to allow our team to customize the right portfolio to meet your needs. We offer conventional financing, portfolio financing, International financing, IRA financing, and non-recourse financing.

    Can I see a list of properties?
    Our goal is to create the best possible experience for our clients. Over the past 2 decades we have built relationships with our clients so we can best understand their needs and how to best serve them. Once we know where we can add value and what solution will make the greatest impact we then will customize a portfolio that will meet your needs, this is when we showcase the properties available.
    How do you trust the property management team?
    We have put in hundreds of hours with the management teams before they ever manage a property for our clients. We also have someone from our Customer Service team meet them in person to see how their operations run day to day. One of the perks for us is creating a bit of competition between the management teams creating even better rates for our clients.
    How do you get such a low interest rate?
    Completing thousands of transactions has allowed us to build strong relationships with banks that know our product and process. This also creates a competitive advantage between lenders who are looking to earn our business. We have a dedicated team working with these lenders to bring those rates to our clients.
    What is non-recourse financing?
    Non-recourse financing is a loan that is secured by the asset itself, meaning the property not you or your company. You as the borrower are not liable which therefore lowers the risk. The property itself represents the collateral thus securing the loan for you as the investor.
    What if I default on a non-recourse loan?
    As with any mortgage if you do not honor the scheduled payments the bank can act on the asset. The bank cannot hold you liable but can claim the property.
    What is a self-directed IRA?
    This type of IRA is no different from a regular IRA except for what is in the name, self-direction. You get to direct your funds through the custodian into investments outside of the market alone. Through a self-directed IRA you have many alternate asset classes including real estate investment, which is what we have built this company on.
    Can I manage the property myself using this method?
    No, that is a clear rule with self-direction in real estate, you are not allowed to provide any service directly to your property nor manage it.
    Can I go see the property?
    Yes of course, but this is not required. Our clients want a passive investment where everything is done for them. Our team sets up everything for you so you can invest from out of state or even out of the country.
    What is all of this going to cost me?
    One of the benefits of working with our team is the fact that we produce in high volume which allows us to negate extra fees for you. We are an educational company and we believe in financial intelligence. All we ask in return is to take time to educate yourself on strategies we offer and have an understanding of the value and benefits we can provide.
    Can I get my own inspection?
    On our new constructions properties our team, the city, the property management and the lenders provide close examination prior to closing. You are always welcome to complete your own inspection as well.
    How much do I pay for property management?
    One of the benefits of working with our team is our ability to pass on a lower rate to our clients based on our high volume with the property management companies. Each management company lays out their fee schedule which can include a lease up fee covering the costs of obtaining a new tenant.
    What lender should I use?
    Depending on the property and location we have banks lined up that already have an understanding of the properties and strength of the market. As a full service company we are able to provide you with a connection to these lenders that offer competitive terms.
    What will be my down payment on a conventional loan?
    The down payments are averaging 20%-25% of the purchase price depending on credit. This may be a bit more depending on the property size.
    What if I have poor credit?
    The loan under non-recourse financing is only based on the property not your personal credit. This is not a factor when using non-recourse financing.
    How are you able to get these properties approved for non-recourse?
    SDIRA Wealth has been able to establish long term relationships with over twenty non-recourse lenders who underwrite our properties. Decades of experience and development of quality properties have solidified these existing relationships.
    Why have I never heard of self-directed IRAs before?
    Since 1974 investors have been able to self-direct their IRAs. Most financial advisors offer investment in stocks, bonds and mutual funds which in turn allows them to make money. Public education on self-direction is lacking but our team is committed to changing that awareness.

    Your partner in creating lasting, generational wealth

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