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IRA Insights

February 2014 Newsletter

Upcoming News

We will close at 12 pm on President's Day, February 17th.
 NuView Events
Check your local area for introductory and advanced classes on self-directed IRAs below:
Central Florida Events
South Florida Events
Ohio Events
Non-NuView Events

Central Florida Realty Investors Association General Meeting

Wednesday, February 5th

6:00pm - 9:00pm

More Info

Broward Real Estate Investors Association General Meeting

Wednesday, February 5th

5:30pm - 8:45pm

More Info


Jacksonville Real Estate Investors Association General Meeting

Thursday, February 6th

6:00pm - 9:00pm

More Info

Akron/Canton Real Estate Investors Association General Meeting

Wednesday, February 12th

7:00pm - 9:00pm

More Info

Palm Beach Investors Association General Meeting

Tuesday, February 18th
6:30 pm - 8:45 pm

More Info


Great Lakes Real Estate Investors Association General Meeting

Tuesday, February 18th

5:30 pm - 9:00 pm

More Info

Dade Real Estate Investors Association General Meeting

Wednesday, February 19th

6:30 pm - 9:00 pm

More Info

Investors Resource Center General Meeting

Thursday, February 20th

6:00 pm - 9:00 pm

More Info

Message from our President

What a difference a month makes! We’ve made it through the holidays, tried to hold on to our resolutions, and attempted to make sense of the stock market. Last year, the Dow Jones average climbed by 26.5%, which marked the largest increase since 1995. And this year? It’s down 6.97%. The stock market is an interesting way to build your retirement wealth, and although history may testify as to its long-term opportunity, it takes a strong stomach to deal with the short term “corrections.”

It’s a bit different here at NuView IRA. Once a year we ask our clients to provide a fair market value of their self-directed holdings that we then must pass on the IRS. Now that most of those reports have been received, we have seen significant growth both on valuations and new investments. With investment real estate providing strong cash flow in many regions of the country and sustained private lending rates of 10-15%, self-directed IRA investors seem to be doing just fine.

Our clients rather enjoy the fact that their self-directed holdings aren’t tracked daily on a financial website. In the final analysis, any one year of stellar stock performance will not change your retirement.  However, year after year of making informed choices in areas of opportunity often overlooked by public markets can avoid the queasiness that other investors endure. 

Meanwhile, hold on to your resolutions and make them last at least a couple more months. As for myself, I promise to go to the gym tomorrow…really… 

All the best in your investments,

Glen Mather

Crowdfunding vs. REITs for Real Estate Investment

Jilliene Helman is the CEO and co-founder of RealtyMogul.com. Realty Mogul is crowdfunding for real estate – a marketplace for accredited investors to pool money online and buy shares of pre-vetted real estate investments.

The recent trend toward online "crowdfunding" has begun to make some private real estate investment opportunities more accessible to investors at relatively small minimum investment amounts. Diversification remains a key concern however, and the real estate investment trusts (REITs) that would seem to solve that problem for "average" investors continue to be given short shrift by the larger financial institutions. What gives?

REITs operate pools of many different properties and their shares offer at least a degree of liquidity. Yet recent surveys estimate that institutional investors continue to place between 80% to 95% of their real estate allocations into private real estate investments, rather than publicly traded REITs. Crowdfunding sites tend to similarly focus on private opportunities.

Many market participants insist that there are simply some things that private real estate investments can do better than public REITs. Some of these purported advantages are...READ MORE

Getting America to Save

I originally had no intention of listening to the State of the Union address. After all, the content is never a surprise, with bits and pieces being leaked weeks in advance. But when the address began, I was on a long drive, so I tuned in. Even though I reached home before the President’s speech finished, I idled in the driveway through its end.

While most of the speech carried few new ideas, imagine my interest as an IRA administrator when the concept of "myRA" was announced. Here are a few more details...READ MORE

Success Story Spotlight

This month's spotlight shines on Peter Cavaliere, who spent more than 30 years working for Bank of America and Citibank. For the past 15 years, he has served as a Registered Tax Preparer. Peter first learned about self-directed IRAs from a friend, and his background made him instantly curious about the process. Here he shares what he has learned on his journey with self-direction:

NuView: How did you begin the process of self-directing your retirement funds?

Peter Cavaliere: When the stock market was performing poorly and real estate was low, I felt the time was right to transition some of my tax-sheltered savings into the real estate market. Since beginning this journey, I have partnered with other like-minded individuals.

NV: Will you still be retiring at the age you intended or will you be moving it up? 

PC: I have been semi-retired since March 2006, and, as a result of the profits earned on four IRA property sales, I have been able to make a nice dent in paying down my mortgage while still keeping funds available when the next investment opportunity arises. The most beautiful part of this venture is that we have been moving up into more attractive homesites as result of the money we have earned.


NV: What precautions do you take in order to be successful in your investments? 

PC: Know your market. I purchased land in Georgia through NuViewIRA but it ended up being at a time when the economy was about to crash. Now, my partners and I stick to our local area where our knowledge and experience allows us to assess risk properly and make the most informed decision possible. And finding a dependable and trustworthy broker you can trust remains a priority.

NV: Do you have any tips for fellow self-directors?

PC: I would recommend attending a course with Jason Debono [NuView's Vice President]. He was very good at answering questions and was an extremely helpful resource when it came to learning all the different ins and outs of self-directing your IRA. I personally found that when purchasing real estate you should align yourself with a broker you trust. Fortunately for me, I have formed a working partnership with a broker I can depend on which allows my partners and I to make decisions quickly and capitalize on the best deals possible. Also, don’t be too greedy! I would rather kick myself because I didn’t make enough money than for losing money.

We love sharing stories like Peter's. These narratives are the reason we do what we do here at NuView IRA. If you or someone you know has really made something special with their self-directed IRA, we want to know. Please contact our marketing manager, Lauren Joos, at ljoos@nuviewira.com to be considered for our next Success Story Spotlight.

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