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 for their retirement funds. The partnership enables investors with self-directed IRAs at Next Generation to diversify their portfolios through Stairway Loan Accounts (SLAs), which offer a personally guaranteed 8 percent per annum return.
The SLAs are available only to accredited investors and are described as an SEC-compliant, liquid private product. Funds from the SLAs are invested in real estate globally, with a priority on affordable housing and renewable energy. Stairway Invest primarily focuses on U.S. markets, currently holding assets in 16 states, but also has holdings in Australia, Canada, and Brazil.
“With real estate continuing to be among the most popular alternative assets allowed in 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,” said Jaime Raskulinecz, CEO of Next Generation Trust Company.
To participate, accredited investors must first open and fund a self-directed account with Next Generation Trust Company, then use a portion of those funds to invest in Stairway Invest. The earned interest is credited to the client's SLA, and the principal and accumulated interest can be withdrawn at any time and returned to the self-directed IRA.
Stairway Invest has been working with accredited investors in the real estate space for nearly 25 years. In addition to the eight percent annual return, interest is credited daily, there are no fees, and the SLA permits unlimited transactions.
As founder and CEO Austin Fowler explained, “Our managers personally guarantee client principal and interest, not just with the assets purchased with deposits, but with their own 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.”
Stairway also offers client education on professional passive real estate investing through its online forum, professional capital raising, and a white label service for professional investors who want to use Stairway's infrastructure to raise capital as liquid debt under their own brand.
This partnership has significant implications for accredited investors seeking to diversify their retirement portfolios with alternative assets. By offering a liquid, guaranteed-return product backed by real estate, it provides an avenue for potentially stable income within a self-directed IRA. For the industry, it highlights the growing trend of integrating alternative investments into retirement planning, which could prompt more custodians to explore similar partnerships.
For more information about Next Generation Trust Company and the many alternative assets allowed through self-direction, visit NextGenerationTrust.com. To learn more about Stairway Invest and the opportunities it provides to accredited investors, visit stairwayinvest.com.
