Business Details
Your Trusted Partner for Real Estate Investment Solutions
At IRA REALTY FUND, we specialize in empowering individuals and nonprofit organizations to build secure financial futures through strategic real estate investments. Our team combines deep expertise in real estate, retirement planning, and legal compliance to guide clients through the complexities of Self-Directed IRA investments. With over two decades of collective experience in financial services and real estate law, we prioritize personalized service and transparent communication. Our focus spans residential, commercial, and industrial properties, as well as secured debt instruments tailored to meet retirement investment goals. We are committed to delivering fixed-interest-rate products with maturities ranging from 3 to 15 years, ensuring alignment with clients' risk tolerance and financial objectives.Our strategic partnerships with licensed real estate brokerages and third-party administrators streamline the investment process, from account setup to asset acquisition. By emphasizing due diligence and diversified asset allocation, we help clients mitigate risks associated with traditional stock market investments. Our community-focused initiatives extend this expertise to nonprofit organizations, enabling them to leverage real estate opportunities that align with their mission-driven goals. Through continuous innovation and adherence to regulatory standards, we aim to simplify real estate investment as a cornerstone of retirement planning.
Services
Portfolio Advisory
Wealth Management
Secured Notes
Residential Properties
Commercial Medical
Industrial Facilities
Raw Land
Affordable Housing
Investment Structuring
Due Diligence
Highlights and features
- We have 20+ years of combined experience in financial services and real estate investment.
- Our team offers specialized expertise in Self-Directed IRA compliance and retirement planning.
- We provide fixed interest rate offerings with maturities from 3 to 15 years.
- Our services include portfolio advisory and wealth management for real estate assets.
- We maintain strategic partnerships with licensed real estate brokerages and administrators.
Services
Portfolio Advisory
Our Portfolio Advisory service provides tailored guidance for Self-Directed IRA holders seeking real estate investments. We assess risk tolerance, investment objectives, and time horizons to recommend diversified asset allocations. Clients receive expert analysis of market opportunities in healthcare facilities, industrial properties, and multifamily housing.
Secured Notes
Secured Notes offer fixed interest rates between 3-6% with 3-5 year maturities, backed by real estate assets. These first-position debt instruments provide stable returns while maintaining compliance with retirement account regulations. We structure offerings to match investor risk profiles and liquidity needs.
Affordable Housing Development
Our Affordable Housing Development service focuses on strategic multifamily projects with projected returns of 7-10% over 5-year terms. We partner with experienced developers to deliver government-sponsored and private housing solutions that align with community investment goals and retirement planning objectives.
Commercial Medical
Commercial Medical investments target undervalued healthcare properties in distressed markets with projected 5.7% returns over 1-3 years. These assets include medical office buildings and plazas positioned for appreciation through strategic acquisitions and market recovery.
Industrial Facilities
Industrial Facilities investments focus on tenanted properties in secondary markets near major business districts. With targeted net returns of 5-8%, these assets include single and multi-tenant industrial complexes selected for stable cash flow and long-term appreciation potential.
People
Juan A Villarreal
CEO/Director of Investment
Juan A Villarreal brings 20+ years of expertise in financial services, investment advisory, and commercial real estate. His background includes stock brokerage, Canadian real estate, and alternative investments, focusing on retirement planning solutions.
Marco A Molina
Legal Counsel
Marco A Molina has 18 years of legal experience specializing in real estate transactions, corporate matters, and due diligence. He provides critical legal oversight for acquisitions, contract drafting, and financing options within real estate investments.
Questions
How do I start investing with a Self-Directed IRA?
Begin by opening a Self-Directed IRA account through a Third Party Administrator. We provide guidance and documentation to structure your real estate investment according to IRS guidelines.
What real estate asset classes do you offer?
We offer investments in healthcare facilities, industrial properties, multifamily housing, raw land, and secured real estate notes with fixed interest rates.
What are the minimum investment requirements?
Minimum investments start at $25,000 across our product offerings, including income funds and development projects.
How are returns structured for these investments?
Returns vary by asset class, with fixed interest rates ranging from 3-10% annually and projected holding periods between 1-5 years depending on the investment type.
Do you work with nonprofit organizations?
Yes, we provide specialized advisory services and community investment programs for 501(c)(3) organizations focused on real estate opportunities aligned with their mission.
