The InvestHER Podcast The Best Place to Find Capital (That Most Investors Miss) | Dana Udumulla
EPISODE 539: What if the money for your next deal isn't coming from your network? Instead, it's sitting in a retirement account just waiting to be used.
There are billions of dollars sitting untapped in retirement accounts that can be used to invest in real estate through self-directed IRAs—but how can you use that money to invest in real estate?
Not sure where to start?
We’ve got you covered!
In this week’s episode of The InvestHER Podcast, we sit down with an expert in the subject, Dana Udumulla.
Dana serves as Head of Strategic Relations at Madison Trust Company, specializing in self-directed IRAs (SDIRAs). She has extensive experience working with real estate investors and syndicators to unlock retirement funds for alternative investments, particularly real estate.
Together, we will be discussing why only 5% of IRAs are invested in real estate, how to invest with self-direct IRAs, practical steps to raise capital from SDIRAs, and a lot more.
Are you ready?
Let’s dive in.
Key Takeaways:
Introduction (00:00)
The $14 trillion untapped fund (00:37)
How funds can be rolled into SDIRAs tax-free (02:37)
Leveraging retirement accounts (04:32)
Rules for rolling over 401(k) into SDIRAs (08:14)
Simple conversation starter for raising SDIRA capital (10:34)
The importance of having a custodian lined up (13:18)
Common mistakes financial planners and advisors make (18:23)
Case study: private loan deal using SDIRA funds (20:16)
Creative deal structuring within an SDIRA (22:32)
Additional Resources:
⚡ Connect with Dana
Learn more about Dana’s work: https://www.madisontrust.com/
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Liz & Andresa
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The InvestHER Podcast is a podcast by women for women all over the world who want to learn how to invest in real estate, grow their portfolio, and develop the mindset that allows them to run successful businesses while taking care of their families and – most importantly – taking care of themselves. Follow us for more!