Investing in Trust Deed/Mortgage Loans Inside Your IRA Tax Deferred or Tax Free

Investing in trust deed/mortgage loans inside your IRA is one of the few investments that is fully secured by hard assets - real estate! Investors can make their own trust deed loans or use the services of a professional 3rd party which can add another level of security to the investment. Join us for this class to learn how to add this creative strategy to your toolbelt!  

What You Will Learn in this Class: 

• Learn how to invest by funding individual loans with their name on the Promissory Note and Deed of Trust.  
• What are the advantages of investing in trust deeds? 
• What are ways to pool lending funds to spread the risk? 
• And much more! 

David Goldberg is a licensed Mortgage Broker/Dealer, who founded and owns The Investor's Source since 2011 to address the private money needs of real estate investors in Colorado. David has vast experience making trust deed loans and structuring deals - ranging from basic fix and flips to residential and commercial construction loans. A real estate investor himself since 2008, David owns rental properties throughout northern Colorado. He has been the Fund Manager of Investor's Source Private Lending Fund #1 LLC since its inception in 2018. David specializes in developing partnerships with his Borrower and Lender clients - providing guidance in making informed and creative decisions to help meet the numerous challenges real estate investors and lenders face. David also lends his own funds and has maintained a policy from day one that no loan would be approved that he, himself, would not personally fund.

Make sure to join us every Tuesday at 12PM CST as our guest speakers and Certified IRA Specialists share the knowledge they have gained through experience as well as all the tips and tricks they’ve used to succeed in the self-directed world and grow their wealth!