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SA953 | Build Your Real Estate Portfolio Through Self-Directed IRAs with Mat Sorensen
Manage episode 417319244 series 2798164
Are you proficient enough in utilizing your self-directed IRA and its power for real estate investing?
Let’s fuel your expertise in leveraging this funding strategy as we’ve invited Mat Sorensen to discuss self-directed IRAs and retirement accounts for scaling a real estate portfolio and his experiences helping the most wealthy people in the investing business.
Key Points & Relevant Topics
- Mat on running multiple businesses and exposing himself to different clients
- What wealthy and most successful people do differently to preserve their wealth
- Things you should know about self-directed IRAs and retirement accounts that financial brokers won’t tell you
- 3 things that are not allowed when you utilize your self-directed IRA
- 3-step process for self-directed IRA conversion
- How self-directed IRAs work in acquiring single-family rentals and the type of loan you must acquire to buy real estate
- The main reason why Mat built his own company helping real estate clients
- Mat’s Self-Directed IRA Summit events
- Mat’s advice on putting a balance between professional and personal life and overcoming challenges
- Mat’s point of view on real estate investing in 2024
Resources & Links
- The Self Directed IRA Handbook by Mat Sorensen
- Buy the SDIRA Summit 2024 Recording in Dallas, TX
- To learn more about Mat’s upcoming events, go to https://matsorensen.com/events/.
- Apartment Syndication Due Diligence Checklist for Passive Investor
About Mat Sorensen
Mat is a wealth lawyer and an award-winning entrepreneur. As a wealth lawyer, Mat has advised over 10,000 clients in building their wealth through business ownership, real estate investing, and self-directed retirement account portfolios. He built a nationwide business and tax law firm, KKOS Lawyers, with his partner Mark J. Kohler, and has assisted clients with business start-ups and acquisitions large and small and has advised on over $1B in real estate transactions. Mat is the Founder and CEO of Directed IRA, an INC 5000 award winning company who in 5 years has served over 20,000 customers and has over $1.7B in assets under administration.
Mat personally went from being a broke teen dad to a multi-millionaire by doing what his wealthy clients did – start, buy and scale businesses, build real estate portfolios, and utilize self-directed retirement accounts to invest in high-return alternative assets. He is also a co-founder at Main Street Business Services, is a best-selling author of The Self-Directed IRA Handbook, is VIP Contributor at Entrepreneur, hosts two annual events (SDIRA Summit and Alt Asset Summit), serves on various boards, and is a member of YPO Scottsdale.
Get in Touch with Mat
- Website: https://matsorensen.com/
- YouTube: Mat Sorensen - Wealth Lawyer & Entrepreneur
- LinkedIn: Mat Sorensen
- Instagram: @matsorensen
To Connect With Us
Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!
1011 episodes
Manage episode 417319244 series 2798164
Are you proficient enough in utilizing your self-directed IRA and its power for real estate investing?
Let’s fuel your expertise in leveraging this funding strategy as we’ve invited Mat Sorensen to discuss self-directed IRAs and retirement accounts for scaling a real estate portfolio and his experiences helping the most wealthy people in the investing business.
Key Points & Relevant Topics
- Mat on running multiple businesses and exposing himself to different clients
- What wealthy and most successful people do differently to preserve their wealth
- Things you should know about self-directed IRAs and retirement accounts that financial brokers won’t tell you
- 3 things that are not allowed when you utilize your self-directed IRA
- 3-step process for self-directed IRA conversion
- How self-directed IRAs work in acquiring single-family rentals and the type of loan you must acquire to buy real estate
- The main reason why Mat built his own company helping real estate clients
- Mat’s Self-Directed IRA Summit events
- Mat’s advice on putting a balance between professional and personal life and overcoming challenges
- Mat’s point of view on real estate investing in 2024
Resources & Links
- The Self Directed IRA Handbook by Mat Sorensen
- Buy the SDIRA Summit 2024 Recording in Dallas, TX
- To learn more about Mat’s upcoming events, go to https://matsorensen.com/events/.
- Apartment Syndication Due Diligence Checklist for Passive Investor
About Mat Sorensen
Mat is a wealth lawyer and an award-winning entrepreneur. As a wealth lawyer, Mat has advised over 10,000 clients in building their wealth through business ownership, real estate investing, and self-directed retirement account portfolios. He built a nationwide business and tax law firm, KKOS Lawyers, with his partner Mark J. Kohler, and has assisted clients with business start-ups and acquisitions large and small and has advised on over $1B in real estate transactions. Mat is the Founder and CEO of Directed IRA, an INC 5000 award winning company who in 5 years has served over 20,000 customers and has over $1.7B in assets under administration.
Mat personally went from being a broke teen dad to a multi-millionaire by doing what his wealthy clients did – start, buy and scale businesses, build real estate portfolios, and utilize self-directed retirement accounts to invest in high-return alternative assets. He is also a co-founder at Main Street Business Services, is a best-selling author of The Self-Directed IRA Handbook, is VIP Contributor at Entrepreneur, hosts two annual events (SDIRA Summit and Alt Asset Summit), serves on various boards, and is a member of YPO Scottsdale.
Get in Touch with Mat
- Website: https://matsorensen.com/
- YouTube: Mat Sorensen - Wealth Lawyer & Entrepreneur
- LinkedIn: Mat Sorensen
- Instagram: @matsorensen
To Connect With Us
Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!
1011 episodes
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