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Erik Hayden
Roth IRA Conversion thru Real Estate
Guest Expert: Erik Hayden, Urban Catalyst Real Estate

In this webinar, Erik Hayden, founder of San Jose, California-based real estate firm Urban Catalyst, discussed their current fund, UC Multifamily Equity I LLC ("UCME"). This fund, focusing on the ground-up development of a 272-unit multifamily apartment building in downtown San Jose, is structured to allow IRA investment. Listeners learned how this investment opportunity could potentially reduce tax liability if an investor chooses to do an IRA to Roth IRA conversion during the construction period.

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Roth IRA Conversion Thru Real Estate 03-20-2024

Attendees Rating:

Excellent (83%)
Average (17%)
Below Average (0%)

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:
This is a creative use of Arbitrage, however, be sure of the economics of the RE first.
- Frederic R.

Makes sense for certain Roth owners to consider a strategy like this
- Paul W.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
This is a creative use of Arbitrage, however, be sure of the economics of the RE first.
- Frederic R.

Makes sense for certain Roth owners to consider a strategy like this
- Paul W.