NEED CAPITAL? How To Fund Your Own Investment Deals | Episode 97 - a podcast by Bryan Ellis - SelfDirected.org

Want to fund some big investments of your own?  Want to use Other People’s Money to do it… in a totally win-win manner?  There’s an absolute OCEAN OF CAPITAL available in today’s market that’s hidden in plain view.  I’m Bryan Ellis, and I’ll tell you how to find and access that capital to fund your own investment opportunities… RIGHT NOW in Episode #97

------

Ahh yes, you know… this is just a beautiful, beautiful thing.

 

Hello, my friends… the coveted members of SDI Nation!  Welcome to another exciting excursion into Investment Excellence!

Quickly… the next Passive Property Flipping Summit – where I invite a small group of qualified investors to meet me and my team, and to learn how they can PASSIVELY profit from our highly lucrative real estate flipping operation… well, that’s coming up VERY soon… and it’s almost full.  As in, 90%.  If you’ve got at least $75,000 in liquid capital and would like to learn more, stop by S3Flip.com right now.  Again, S3Flip.com.

Alright, my friends…  Basically every episode of this show has been targeted to the person who has investment capital, who wants to invest in Simple, Safe and STRONG investment opportunities, and who may have some general ideas about how to deploy that capital.  But most of you don’t have extremely SPECIFIC ideas about how to invest your capital.  Maybe you like the idea of real estate or private lending, and you know you’d like to go in that direction.  Or many of you know what you DON’T like – the uncertainty of the stock market – and you simply want to replace that option with something that makes more sense.

But there’s another group of you listening to this podcast who are a little different, and today I’d like to speak to you.  You also have investment capital… and you have some very specific ideas about the types of investments you’d like to complete.  You probably also have some experience as an investor or investment operator in the asset class that you’re targeting.  You may even have a specific piece of real estate you’d like to acquire… or a specific business you’d like to fund… but there’s one problem:

While you DO have investment capital… you don’t have ENOUGH capital.

And today, my friends, I’m going to teach you how to solve that problem.  I’m going to show you where there’s an OCEAN of capital just waiting to be tapped… and solve your investment funding needs forever.

What I’m about to tell you is very real and absolutely can work for you.  But there’ an assumption that I’m going to make before I tell you the process:

You absolutely MUST have a REAL investment opportunity that makes real sense.  It must be explainable.  It must show respect for the value of the capital your investors will choose to risk with you.  And you really better deliver to them a strong return on investment.

In other words – You’ve got to remember the core value of Self-Directed Investors, which is to Respect Your Own Capital…  but you’ve got to respect the capital you’re using EVEN MORE when that capital does not belong to you.  It’s a solemn, serious thing to accept money from other investors.

So don’t take this lightly, or use what I’m about to teach you to promote some half-cocked, ill-conceived investment.  You won’t get a chance to fix the reputation you’ll destroy if you’re not deeply, profoundly respectful of the capital provided to you by your clients.

So, what to do?

Well, today’s market is AWASH in liquid capital.  I sat on panel last night at a Real Estate Investor Association meeting where we addressed the topic of how to find funding for real estate transaction… and while each of the panel members had slightly different ideas about how to access that OCEAN of available capital, we all agreed on one thing:  There’s a LOT of it out there, waiting to be deployed.

So here are 3 things to understand to find all of the money you will ever need:

First, understand that there are tens of billions of dollars, RIGHT NOW, sitting in self-directed retirement accounts.  You know… self-directed IRA’s and 401k’s… the kind of accounts you and I discuss regularly.  There are nearly a dozen separate self-directed account custodians who claim to have at least $2 billion in assets under management… so there’s a HUGE amount of capital in these accounts right now.

Second, those accounts are useful for ONLY one thing to the people who own them – to make investments.  In other words, the owners of these accounts don’t have the option to use that money to buy a new home or a brand new car or an exotic vacation or to pay for a wedding or anything else that money OUTSIDE of a retirement account can be used for.  So, there’s relatively little competition for that capital… you just have to be able to convince those people that your investment is better than their other alternatives.

And THIRD:  A huge percentage of those accounts are funded – meaning that there’s money sitting there in the account – but nothing is being done with the money.  Some, or all, of the money in those accounts is just SITTING.  Why?  The reality is that while self-directed retirement accounts give you substantially more flexibility in choosing investment options, they also require more effort to find the investments, perform due diligence and physically deploy the capital.  For all the benefits of self-directed retirement accounts, the reality is that they’re inherently more complicated to use… and so many of them are funded, but unused.

This is a beautiful opportunity… a large volume of money… sitting in an account that can ONLY be used for investment purposes… and which is sitting wholly unused and fully available.  THAT is a beautiful scenario if you’re looking to fund an investment using other people’s capital.

So how do you find these people?  Well, if you happen to be an expert on these things, you can start a podcast and quickly become America’s leading voice to the Self Directed Investor community.  But as it turns out, yours truly, Bryan Ellis, already owns that post.  J

So what to do instead?

Do this:

Step 1.  Get a list of self-directed account custodians.  Or, better yet, just go over to SDIRadio.com/custodians where I’ve made a handy list for you.

Step 2.  Take a visit to your local county courthouse, where the real estate records are kept.

Step 3.  Search the deed and mortgage records for anything containing the name of any of the account custodians.  Collect the names of the owners and the addresses of the properties.

What you’re doing here, you see, is getting a list of people who have self directed accounts and who are already using them to own real estate or to fund loans.  This works because when one makes a purchase through a self-directed retirement account, the asset should always be titled in the name of the custodian, and for the benefit of your account.  But that means that, right there in the public record, is an indication of every property or loan that has been transacted through a self directed retirement account!

Step 4.  Contact those people.  Send them a postcard.  Do something to get their attention and share the fact that you have an investment that might make sense for them.  Help them to understand the potential for getting involved in your investment opportunity, and tell them how to reach out to you if they’re interested.

But be forewarned… since you’re actually looking to raise capital… and you’re probably hoping to raise it in a “pooled” manner where you put all of your investor’s capital together for use in one project, then… you’ve got to be sure you comply with securities laws.  So yes, that means you need to talk with a securities attorney to approve your messaging and to make sure you have the legal structure in place AHEAD OF TIME that will allow you to actually accept capital from investors.

Now, my friends… I’d like to make sure that you completely understand the gravity of what I’ve just shared with you.  I’ve just told you how to find people who have self-directed retirement accounts and who are actively using them.  These people are PRIME as potential investors in a GOOD project.  Don’t let the simplicity of my explanation fool you.  I’ve just shown you how to find all the investment capital you could ever need.

 

My friends… invest wisely today – particularly if you’re using other people’s money – and live well forever!

---

Hosted on Acast. See acast.com/privacy for more information.

Further episodes of Self Directed Investor Talk: Alternative Asset Investing through Self-Directed IRA's & Solo 401k's

Further podcasts by Bryan Ellis - SelfDirected.org

Website of Bryan Ellis - SelfDirected.org