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IRA Insights

April 2014 Newsletter

Upcoming News

 
Don't forget - Tax Day is April 15th!
 
To celebrate and thank our clients, NuView is hosting a client appreciation dinner on May 14th - Register Here
 
 
 NuView Events
 
We host monthly introductory and advanced self-directed IRA courses in both of our offices:
Central Florida Events
South Florida Events

Wednesday, May 14

from 6-9 pm at Gargi's Lakeside Italian Ristorante

Client Appreciation Dinner

 
Non-NuView Events

Broward Real Estate Investors Association General Meeting

Wednesday, April 2nd

5:30pm - 8:45pm

More Info


Jacksonville Real Estate Investors Association General Meeting

Thursday, April 3rd

6:00pm - 9:00pm

More Info


Central Florida Realty Investors Association General Meeting

Wednesday, April 9th

6:00pm - 9:00pm

More Info


Palm Beach Investors Association General Meeting

Tuesday, April 15th
6:30 pm - 8:45 pm

More Info

 

Dade Real Estate Investors Association General Meeting

Wednesday, April 16th

6:30 pm - 9:00 pm

More Info


Investors Resource Center General Meeting

Thursday, April 17th

6:00 pm - 9:00 pm

More Info




























































































































































































Message from our President

Nothing excites me more than the success of NuView clients through their choices of self-directed investments, but it's even better to get them in the same room to exchange ideas.


During the past few weeks, I presented at a syndication summit in Dallas, exhibited at an Angel Capital Association event in Washington, attended the Retirement Industry Trust Association legislative update, and spoke during a week-long cruise on alternative investing. At each event, I was overwhelmed by the passion and creativity of those who have taken on the responsibility of investing their retirement funds.


What an amazing year it has been so far, and now that tax filings (at least the extensions) are behind us, we thought we would get together to share the latest ideas, legislative updates, and success stories of NuView IRA clients. 


On Wednesday, May 14th, at the beautiful Gargi’s Lakeside Italian Ristorante on the shores of Lake Ivanhoe, our clients are invited to an appreciation networking and dinner extravaganza. We can’t wait to see you again, and you are guaranteed to meet someone that will inspire you. Self-directing an IRA is what makes our clients a bit different, but imagine an entire restaurant filled with like -minded investors eager to share stories of what is working for them.


As a special guest, you will be entertained and challenged by Merrell Bailey, of Bailey, Zobel and Pilcher, for a fascinating presentation on estate planning, drawing on examples from the real world and Hollywood. I’ll also share with attendees what the current administration has up their sleeves for future changes to your retirement programs. Jason DeBono, myself, and the rest of the NuView team will be there to host your dinner and ensure that you will meet someone of interest.


So sign up today as space is limited, and as always, all the best in your investments,


Glen Mather


Second Chance! Guest Webinar on New Home Investing

Sunil Saxena is the founder, president, and CEO of Saxena Custom Homes and Saxena Capital Partners. SCH is a new home builder based in the metropolitan Washington DC area specializing in the close-in markets of Vienna, McLean and Arlington (suburbs of Washington DC). SCH builds about 10-20 custom, in-fill homes per year. Saxena Capital Partners is a private equity fund focused exclusively on real estate.


The new home construction market is currently on the upswing, nationwide. According to the National Association of Home Builders (NAHB), there will be a 25 percent increase in new home construction this year. The recovery began in early 2012, and the market has steadily moved upwards through the last 24 months. During this recovery, large metropolitan areas have been leading the market.


Most real estate investors do not realize that new home construction provides an excellent investment opportunity, especially among smaller custom builders, where the risk tends to be lower and the margins strong. New home construction typically does not have the supply constraints of fix-and-flip projects, and partnering with a local, small home builder, or even building new homes independently, is a great way to diversify a real estate portfolio.


For more details on investing in new home construction, reserve your virtual seat for Sunil's April 23rd webinar today. Due to a scheduling conflict last month, Sunil's presentation was bumped to this month, but the seats filled up fast.


REGISTER HERE


Planning for a Longer Retirement

As far as the average lifespan goes, men have always been at a huge disadvantage. If you were born in 1967, males were to live until age 67, and females to more than 74, at least 8 additional unfair years.  However, 40 years later, males have closed the gap with an expected life span of 76 years, as females live to 80.5 years old, on average according to a Lancet article. But those nine extra years come at a huge cost: We now have to pay for eight more years of retirement, with women adding six years to their needs.


While Social Security continues to be underfunded, there are signs that the aging population has realized the fact that, as far as retirement is concerned, they will not be able to rely on the government. More than 38% of US households now have IRAs, according to the Investment Company Institute. Combined with employer plans, more than 80% of households have accumulated some retirement funds.


The $5.7 trillion in IRAs today represent about $124,000 per household that has an IRA. Yet, IRAs tend to be more heavily used by older people (45% of those aged 55-64) and also, not surprisingly, used by the wealthier households (62% for those earning more than $100,000 per year).


Self-directed IRAs represent only a small portion of the $5.7 trillion, as little as 2% or $100 billion, according to the Company North American Securities Administration Institute. If it’s such a great idea, why don’t more people use self-direction...READ MORE


Critical Questions to Ask a Property Management Company

 

Eddie Miller is the CEO of Pristine Property Management and Miami 4 Investors, co-director of the Miami Landlord Association, and two-time best-selling author of “Living Inside-Out: The Go-To Guide for the Overwhelmed, Overworked and Overcommitted” and “The New Masters of Real Estate: Getting Deals Done in the New Economy.”


When I started investing in real estate my partner and I purchased, rehabbed and sold property, and then we began holding and managing some of our own properties as rentals. As our business grew, we became advisory board members of our local Real Estate Investment Association and, as a result, we met other investors who were challenged with managing their properties. 


We found that managing rentals can be a hassle! Yet, because it was a core aspect of our business we figured out how to overcome these challenges to create profitable investments. 


Throughout the process we actually uncovered six key points to creating profitability:     

  • Purchase the property that will provide the desired annual rate of return with consideration of the cost of the purchase, repairs, taxes, insurance, vacancy, management, etc.    
  • Hire an efficient, effective and reputable property management company.    
  • Have a sound lease agreement with clear rules and regulations.    
  • Market for qualified tenants.    
  • Conduct a thorough background screening.    
  • Have effective, ongoing communication with tenants. 


Quite simply, attempting to manage your own property can be a daunting task, and a mistake at any of these points can be costly, which can dramatically lower your desired rate of return. 


The core business of a property manager is managing property, which of course is logical, but easily overlooked. By selecting an efficient, effective and reputable management company, you will decrease stress and increase profits.


Below are the top 15 questions to ask property management companies during an interview...READ MORE


Great Returns on Secured Real Estate Loan Transactions

By: Mark Fixler, owner of Jag Enterprises LLC. Through his company, Mark has participated in more than 400 real estate transactions since 2008. He has been in business for 15 years, living and working in the Cleveland area. Mark can be reached at 440- 951-2170.


You have probably asked yourself, how can I take advantage of the real estate market? Before I answer you, let me share a little history: Lenders owned nearly 660,000 foreclosed homes in April 2008, up from 493,000 in January 2008 and 231,000 in January 2007, according to First American CoreLogic, a real estate research firm based in Santa Ana, California. This surge in defaults has increased the inventory of bank-owned homes, known in the business as REO, or real estate-owned, properties. For investors in distressed properties, never in American history has there been such an attractive buyer’s market...READ MORE


Success Story Spotlight

This month's spotlight shines on Greg Bond, an alumnus of Michigan State University who graduated with a degree in industrial engineering. After opting to work for the family business called Mid-Michigan Map, he made his move to Florida to handle the operations there after an acquisition. The business, now called Universal Maps, produced maps, travel-related products, and atlases to retail businesses, airports, bus stations and more. Following many years as president of Universal Maps, life took Greg in a different direction - self-direction. Here he shares what he has learned on his journey with self-direction:

 

NuView: How did you learn about self-directed IRAs? What made you want to self-direct?

Greg Bond: I got introduced to NuView IRA through a Google search, to be honest. I wanted a custodian who was local, one I could come in and speak with to face-to-face, if need be. After meeting the staff in 2009 and experiencing how helpful and patient they could be during my first real estate purchase using my IRA, I felt much more comfortable continuing the relationship. Indeed, the process could not have been smoother. Further, my desire to bolster the return on my investments led me to further explore the option of self-direction. I was able to see a 40% return on my real estate investments in just a 4-year period.


NV: When did you first realize that self-directing was more powerful than your previous retirement plans?

GB: It was immediately after my first deal that I realized the incredible potential for self-directing my IRA: I was attending an absolute auction with no intention of buying any properties, but a property came up that no one was bidding on. I quickly did some research and computations, and I decided to raise my hand to signal that I may be interested at the last moment. After receiving some more information, doing a little more research, and of course consulting my wife, we decided to make our first purchase for $15,000. Before I could even list the property I had numerous individuals willing to rent the property. Once the process was complete, I was able to rent the property right away, making a very reasonable return. I was sold.

 

NV: What is your favorite aspect of self-directing your retirement account?

GB: I very much enjoy the fact that I am able to utilize knowledge from my work experience to make investments. I try to focus only on investing in what I know; uninformed decisions can lead to unfavorable surprises. I tend to try to learn as much about a property as I can and then use that knowledge as well as computer models to make a decision, sometimes quicker than I’d like if I am at an auction and a great opportunity presents itself.

NV: What is your investment philosophy?

GB: I always emphasize investing in what you are familiar with and have, or can, develop some background knowledge on. Therefore, for me personally, my philosophy is to remain investing in real estate. I enjoy helping others where I can in this arena in order to inform as many people as possible about this great opportunity of investing with a retirement account. To be honest, I began this process very skeptical, but the more I learned, the more intrigued and excited I became. In addition, I have bought all my investments in cash since 2009. I understand everyone has their own circumstances and outlying factors when it comes to investing, but I try to recommend others to always buy cash when they can instead of accruing loans.


We love sharing stories like Greg'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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