Directed IRA Podcast

Mat and Mark answer a crucial question: Should the average person self-direct? They dissect this query, sharing their insights on who should seriously consider self-directed IRAs and why.
Discover three types of people who are excellent candidates for self-directed investing and three who might not be. Mat and Mark also emphasize the importance of knowledgeable CPAs, financial advisors, and professionals in helping clients make informed decisions about their retirement funds.
If you're curious about self-directed IRAs, want to explore alternative investment options beyond Wall Street, or simply want to gain financial freedom, this podcast episode is a must-listen. Don't miss out on learning how you can take control of your retirement with Directed IRA!
For more valuable information on self-directed IRAs, check out DirectedIRA.com and their upcoming Self-Directed IRA Summit on October 20-21st, 2023. Whether you're a seasoned investor or just getting started, this episode has something for everyone. Tune in now!
To Learn More about the Self-Directed IRA Summit Visit:
https://sdirasummit.com
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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In this episode of the Directed IRA Podcast, I sat down with Adam Hooper and Ryan Sudek from Sage Investment Group to dive into a high-impact real estate strategy: converting underutilized hotels into naturally affordable housing. We explored how this model delivers strong investor returns while addressing the affordable housing crisis—without relying on government subsidies. With over 20 successful conversions and more in the pipeline, this episode is packed with insights on real estate investing, IRA strategies, and wealth-building opportunities. If you're passionate about doing good while making money, you won't want to miss this conversation.
0:00 - Intro - Real Estate Supply, Demand & Affordability Crisis
0:30 - Meet Sage Investment Group & Their Mission
1:43 - Why Hotels? A Strategic Conversion Model Explained
6:13 - First Hotel Deal Case Study: Tucson Conversion
10:11 - Why Not Office Conversions? Key Challenges
12:05 - Investment Returns Without Sacrificing Impact
15:15 - Deals That Didn’t Work and Why
20:26 - Big Wins: Texas Hotel Acquisitions for Half Price
23:09 - Hotel Industry Distress & The Patel Effect
25:13 - Post-COVID Shifts in Hospitality and Opportunity
27:06 - Using Self-Directed IRAs in Real Estate
30:17 - Evergreen Fund Structure & Diversification Benefits
31:54 - Liquidity & Exiting the Fund
33:08 - 1031 Exchange Strategy Using a 721 UpREIT
36:45 - Active Value Creation vs. Passive Investing
38:06 - Is Now a Good Time to Invest in Real Estate?
40:22 - Supply Forecasting & Conversions Market Potential
44:27 - Personal Motivations & Building Investor Access
48:31 - How M&A Skills Transfer to Real Estate
51:18 - Fund Performance, Notes, and Final Investment Terms
53:59 - How to Learn More & Get Involved
👉 Want to learn more or invest?
Visit sageinvestment.com/IRA for details on how Sage Investment Group helps turn underutilized hotels into high-yield, naturally affordable housing.
📩 Have questions or ready to connect?
Email [email protected] or [email protected]

Learn how to take control of your retirement - https://directedira.com/
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In this podcast, Mat breaks down how he used his retirement account to purchase a real, physical rental property—and how he paid zero taxes on the rental income and six-figure profits when he sold. Most people think their retirement is locked into Wall Street investments, but Mat shows how you can use a Self-Directed IRA to invest in assets you know and trust—like real estate.

He walks through the exact steps he took, the financial results, and how you can start taking control of your financial future by building wealth outside of traditional investments.

📚 Want to learn more? Get a copy of The Self-Directed IRA Handbook or schedule a call with the team at DirectedIRA.com.

00:00 – Intro: I Bought This Rental in My IRA
Mat introduces the surprising truth—yes, you can buy a rental property with your IRA or 401(k).

01:36 – Why Real Estate Over the Stock Market?
Explaining why Mat believes real estate provides better returns and tax advantages than stocks.

03:12 – How a Self-Directed IRA Works
An overview of what a Self-Directed IRA is and how it gives you investment control beyond Wall Street.

05:32 – The Exact Strategy I Used
Mat breaks down his real-life example—buying a 3-bed, 2-bath rental in Indianapolis through his retirement account.

07:14 – Setting Up the IRA LLC Structure
How to structure the deal using an IRA-owned LLC for control and liability protection.

10:26 – The Financial Results: Rental Income and Big Gains
Mat shares the numbers—purchase price, rental income, sale price, and the $100K profit he made tax-free.

12:17 – What I Did Next: Private Lending & More Investing
How Mat reinvested the profits into private money lending and new deals.

13:15 – Why You Should Take Control of Your Retirement
The emotional payoff—building a bigger retirement account and creating a life of freedom and choices.

15:09 – Can You Really Do This? Yes! Here’s How to Start

Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:
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Websites:
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https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com

In this webinar/podcast episode Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli of Norada Real Estate on how to analyze a potential rental property. ⁠
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In this virtual broadcast/webinar we will discuss:⁠
- How to find a good rental property and what you should look for⁠
- How to run the numbers and analyze whether a property would be a good investment for your IRA⁠
- What property types and markets are popular⁠
- How do you get started with as little as $50k in your IRA, and what are your next steps.⁠

Do you need a Real Estate IRA? Open a new account with us at www.directedira.com 

In this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, a financial advisor and co-author of Marks book, and John Shekarchi, an experienced Self-Directed IRA investor, Partner at Directed IRA and lawyer. They share their insights and personal experiences with Self-Directed IRAs, shedding light on the incredible possibilities these retirement accounts offer.
Randy Luebke explains the importance of working with independent fiduciary investment advisors, ensuring you get unbiased advice for your retirement investments. John Shekarchi provides valuable insights and stories from his journey with Self-Directed IRAs, giving viewers a glimpse of the exciting opportunities available.
If you're interested in taking control of your retirement funds and exploring alternative investments, this video is a must-watch. Discover how you can invest your retirement savings beyond traditional stocks and bonds. Don't miss out on the chance to learn from the experts and gain financial independence in your golden years.
For more in-depth discussions and exclusive content, be sure to visit SDIRASummit.com and consider purchasing recordings of the Self-Directed IRA Summit to further your knowledge and make informed investment decisions. Join us on this informative journey into the world of Self-Directed IRAs!
- Learn about the history of self-directed IRAs and the challenges some investors face when trying to break free from the Wall Street mold.
- Discover the importance of working with independent fiduciary investment advisors to navigate the world of self-directed IRAs.
- Get insights from John and Randy, who share their success stories and provide valuable mentorship in the self-directed IRA space.

Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:
https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com