Real Estate IRA Allowable Activities

Jun 1, 2023
Est. Read Time: < 1 minute
Real estate activities

What activities may the owner of a Real Estate IRA perform?

Owning Real Estate in an IRA, HSA, or Solo 401(k) can be a great way to earn tax-deferred or tax-free money. Many Real Estate IRA accounts grow larger than classic stocks, bonds, and mutual funds IRAs.


When investing in Real Estate, IRA investors are allowed to do the following:


Investors are always allowed to perform administrative IRA investment functions. Examples of administrative activity:
  • Select the investment property
  • Read and review documents
  • Determine the plan; is this for buying and renting?
  • Is rehab work necessary? What is the extent and type of work required?
  • Hire people to perform the labor supervising the project
  • Select the tenant
  • Collect rent
  • Track income and cost

In addition, your IRA can partner with other entities (at the beginning of an investment only).  If you, personally, are a partner, benefits must always be “percentage invested = percentage of benefit.” If an IRA invests 42% of the money, for example, your IRA receives 42% of the benefit. Your IRA may partner with another IRA, another individual, or in yourself.


For information about the Self Directed IRA or Solo 401k, call IRA Club at 312-795-0988

IRA Club offers no investments, products, or planning services. Therefore, please consult your attorney, tax professional, financial planner, and any other qualified person before making any investments.

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