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IRA Insights

June 2014 Newsletter

Company News

The 5498 tax forms for the 2013 tax year are now available via the MyNuView online portal. Simply log into your account and navigate to the "Statements" link to access these documents.
 NuView Events
We host monthly introductory and advanced self-directed IRA courses at our office headquarters:
Central Florida Events
Non-NuView Events

Broward Real Estate Investors Association General Meeting

Wednesday, June 4th

5:30pm - 8:45pm

More Info

Central Florida Realty Investors Association General Meeting

Wednesday, June 4th

6:00pm - 9:00pm

More Info


Jacksonville Real Estate Investors Association General Meeting

Thursday, June 5th

6:00pm - 9:00pm

More Info

Palm Beach Real Estate Investors Association General Meeting

Tuesday, June 17th
6:30 pm - 8:45 pm

More Info


Dade Real Estate Investors Association General Meeting

Wednesday, June 18th

6:30 pm - 9:00 pm

More Info


Investors Resource Center General Meeting

Thursday, June 19th

6:00 pm - 9:00 pm

More Info

Message from our President

Our family is just one semester from a major accomplishment - my daughter Ashley will graduate in December with her nursing degree, all without any educational debt. It took years of savings, both by her parents and with her own work, and we even managed to stretch it out over an extra year. Now for the hard part... there are three more children to go, and not as much savings.

The college years can be a huge impact to the family budget, and the critical habit of saving for retirement can take a backseat to the financial demands of educating your child. However, it may be more prudent for you to continue funding your self-directed IRA and access loan programs for your child. After all, Ashley and her siblings have long careers ahead of them to pay back loans, while an underfunded retirement cannot be cured once you stop working. 

Take a look at utilizing the Coverdale savings plan for your child or grandchild. The savings can grow tax-free, and it can be self-directed right alongside your own IRA. Combined with other savings and, hopefully, an academic scholarship or two, you can meet the college challenge while ensuring your vision of retirement as well.

All the best in your investments,

Glen Mather

Making the News

Congratulations NuView IRA - we're one of the best places to work in Central Florida!

We work hard to make our employees happy and our workplace enjoyable so that they can serve you better. Each year the Orlando Business Journal selects nominees based on how employees respond to an anonymous third-party employee engagement survey with questions on topics from teamwork to job satisfaction to benefits.

The full story will be published in this Friday's OBJ, but for now you can check out the full list of finalists at the Orlando Business Journal's website. Thanks to all of our employees who answered honestly to the survey, and for the nominations that got us recognized in the first place!

10 Tips for Successful Real Estate Investing

By Marco Santarelli, an investor, author, and the founder of Norada Real Estate Investments -- a provider of turnkey investment properties in growth markets around the United States.

I came up with the following rules of successful real estate investing over my many years of successes and failures. These are the same rules I follow today and share with our clients at Norada Real Estate Investments. 

1. Educate Yourself 

Knowledge is the new currency. Without it you are doomed to follow other people’s advice without knowing if it's good or bad. Knowledge will also help take you from being a good investor to becoming a great investor, and that knowledge will help provide a passive stream of income for you or your family.

2. Set Investment Goals

A goal is different from a wish; you may wish to be rich, but that doesn’t mean you’ve ever taken steps to make your wish come true. 

Setting clear and specific investment goals becomes your road map and action plan to becoming financially independent. You are statistically far more likely to achieve financial independence by writing down specific and detailed goals than not doing anything at all. 

Your goals can include the number of properties you need to acquire each year, the annual cash-flow they generate, the type of property, and the location of each. You may also want to set parameters on the rates of return required. 

3. Never Speculate...READ MORE

Guest Webinar on Distressed Mortgage Note Investing

Rob Napolitano has a background in both the technical and financial career fields. His experience has taken him from Pain Weber as a software and digital networking expert to United Community Mortgage Corporation doing origination and underwriting of mortgages. Rob also mastered the practical strategies of real property law and real estate finance law as a paralegal.

Since the collapse of the US real estate marketplace in 2008, non-payment of mortgage notes and subsequent foreclosures have skyrocketed. In the years immediately after the crash, the government attempted to find a solution, but has yet to stabilize the US real estate market. Banks have also attempted to find ways to handle their distressed assets, but for the most part have not succeeded. Now, banks across the country are systematically disposing of their distressed assets at discounted prices in order to get these assets off their balance sheets.

In this webinar, Rob will outline the basics of investing in distressed real estate notes and discuss the debt side of the real estate marketplace otherwise known as mortgage note investments or trust deed investments.

With the discounts available from banks for their distressed assets, investors are able to re-work the original home owner's mortgage loan at a lower monthly rate and lower overall payment, while still retaining a healthy profit for investors. This process will be explained as well as other outcomes that can occur.

For more details on investing in distressed real estate notes, reserve your virtual seat for Rob's June 17th webinar today.


Success Story Spotlight

This month's spotlight shines on Augie Byllott. Augie is a full time real estate entrepreneur, educator, and coach.  Prior to moving to Florida in 2003, he worked as a banker for 22 years in New York, starting with Chase Manhattan Bank then moving on to Citibank and First Data Corporation before rising to Vice President of National Sales and Product Development. He then retired to pursue other interests. Here Augie shares his secrets:

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

Augie Byllott: I was attracted to the flexibility along with the increased number of investment choices. With self-direction, I have the ability to choose my financial destiny rather than being limited to what a traditional investment broker has to offer. I also like the creative aspect of being able to create mortgages, buy and sell notes, invest in options, and other kinds of unique interests in and around the real estate niche.

NV: How did you hear about NuView, and what has made you stick it out with our company?

AB: I learned about NuView through my membership in CFRI. I was a relatively early adopter and opened our first account around 2004-05. Every successful person I know has a team of experts that helps them achieve and maintain success, and I view NuView as one of my team members helping me as I manage my financial life, just as I have a CPA, doctors, lawyers etc. I rely on NuView for their timeliness and their customer service. I always choose to work with companies that practice what they preach and have integrity, and I have found nothing but that in working with NuView. NuView helps to insure my success.

NV: How did you stumble upon your first investment? Did you know it was a good deal from the get-go?

AB: I didn’t actually stumble; one of my earliest investments resulted from a call I received from someone who owned a remainder interest in a property and they were looking to raise some cash for a project they were working on. My IRA purchased that remainder interest because I ran the numbers and figured the worst I could do was an 11% rate of return, even if it took 30 years to get paid off. It fit into my business model. I invest in real estate, but I’m not an agent or a broker, just a private investor. I saw it as safe and profitable over the longer term with a fair upside if the IRA ended up with the property in less than the 30 years.

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

AB: Learn as much as you can about different investment vehicles. And as Albert Einstein is purported to have said, "Compound interest the most powerful force in the universe." You need to know about things like options and partial interests and how to build your own economy using self-direction. I like real estate options because they can be incredibly lucrative - the longer the option the more value it has. They allow you to invest with minimal risk and maximum returns. Self-directed IRAs and 401K plans are a great way to leverage patient money. Many people want to make a dollar today; I would rather make a slow $100K than a quick $5. Solid long-term investments are extremely powerful.


We love sharing stories like Augie'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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