CCA 112: Investing In Real Estate Using Self-Directed Retirement Accounts(Certified Commercial Advisor Series)


Investing in Real Estate Using Self-Directed Retirement Accounts is the twelfth manual in a series of twelve courses required to obtain the Certified Commercial Advisor (CCA) designation presented by the National Association of Real Estate Advisors (NAREA). These twelve courses teach real estate professionals and others how to identify, broker , list, sell, lease, market, finance, analyze, value, account for,  manage, and invest in commercial real estate.

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Product Description

This manual is organized into seven sections each relating to investing in real estate using self-directed retirement accounts.

  • Section One begins with an overview of financial planning and discusses the role of real estate when it comes to asset allocation and investment diversification.
  • Section Two provides an overview of the various retirement accounts available.
  • Section Three specifically addresses the various types of individual retirement accounts (IRAs) and the requirements of each. It also explains the difference between Traditional and Roth accounts.
  • Section Four explains how IRA and 401(k) accounts can be self-directed. It identifies permitted and prohibited self-directed retirement account investments. It also addresses the issues of prohibited transactions, disqualified per sons, and self-dealing relationships.
  • Section Five introduces Third Party Administrators and Custodian and the role each plays in a self-directed retirement account.
  • Section Six addresses the Buying Process and how to work with buyers, specifically focusing on investors.
  • Section Seven uses the case study method to introduce Investment Analysis of Apartments. It demonstrates how to prepare a Property Investment Analysis which includes calculating Gain on Sale, Internal Rate of Return (IRR) and Net Present Value (NPV).