5 Talents Podcast - How To Build Wealth Through Real Estate

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

December 13, 2022 Abel Pacheco Episode 223
5 Talents Podcast - How To Build Wealth Through Real Estate
Kaaren Hall - Investing On Syndications Through Self-Directed IRA Investments
Show Notes

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!


“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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