Next Generation Trust Company, a custodian and administrator of self-directed IRAs, has announced a strategic partnership with Stairway Invest LLC to provide accredited investors with a new investment option within their retirement accounts. The partnership enables investors to allocate funds from their self-directed IRAs into Stairway Loan Accounts (SLAs), which offer a personally guaranteed 8 percent per annum return.
The SLAs are SEC-compliant, liquid private products available exclusively to accredited investors. Funds from these accounts are invested in global real estate, with a focus on affordable housing and renewable energy. Stairway Invest primarily targets U.S. markets, holding assets across 16 states, but also has investments in Australia, Canada, and Brazil.
Jaime Raskulinecz, CEO of Next Generation Trust Company, emphasized the appeal of real estate as an alternative asset within self-directed IRAs. "This strategic partnership allows our accredited investor clients to earn a personally guaranteed ROI from one simple, liquid product using funds from their Next Generation IRA," she said.
To participate, accredited investors must first open and fund a self-directed account with Next Generation Trust Company. They can then use a portion of those funds to invest in Stairway Invest. Interest earned is credited to the client's SLA, and both principal and accumulated interest can be withdrawn at any time, returning to the self-directed IRA.
Stairway Invest has been working with accredited investors in real estate for nearly 25 years. In addition to the 8 percent annual return, the SLA offers daily interest crediting, no fees, and unlimited transactions. Founder and CEO Austin Fowler noted that the company's managers personally guarantee client principal and interest, backed not only by assets purchased with deposits but also by their worldwide portfolios. "All client funds are backed first by their manager's worldwide assets and then by the business itself. Stairway Invest stands behind every manager, providing a deep and diverse safety net," Fowler explained.
Stairway also provides educational resources on professional passive real estate investing through its online forum, as well as capital raising services and a white label service for professional investors who wish to use Stairway's infrastructure to raise capital as liquid debt.
For more information about Next Generation Trust Company and the alternative assets allowed through self-direction, visit NextGenerationTrust.com. To learn more about Stairway Invest and its opportunities for accredited investors, visit stairwayinvest.com.
