Kaaren Hall - Investing On Syndications Through Self-Directed IRA Investments

Kaaren Hall is the CEO uDirect IRA Services, LLC and OCREIA. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.

[00:00 - 02:51] Opening Segment

• Introducing Kaaren to the show!
• She talks about her background, experience, and advice for those looking to invest in real estate

[02:52- 16:12] Investing On Syndications Through Self-Directed IRA Investments

• Private equity is the number one asset class for self-directed IRA investments
• Buying and selling debt in notes is a common way to invest in real estate
• Tax liens are also an option for self-directed IRA investors
• Real estate investing can be very profitable, but it takes a lot of knowledge and diligence to be successful

[16:13 - 26:45] Diversifying An Investor’s Portfolio With Self-Directed IRA

• Check your investments throughout the process, and make sure that you have access to financials and an audit trail
• Self-directed IRA allows for more diversification in an investor’s portfolio
• It’s important to be aware of what type of advisor they are working with

[26:46 - 42:46] Closing Segment

• Kaaren advises listeners to start investing with the help of a financial advisor  
• See the links below to connect with Kaaren!

Quotes:

“You don't always know if an investment's going to pay off, but you can have a pretty good idea with enough homework.” - Kaaren Hall

“It’s not just enough to do your due diligence on the front side. You want to do it during the investment as well." - Kaaren Hall

Connect with Kaaren through Website, Facebook, Twitter, LinkedIn, YouTube, & Instagram!

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