Transforming Communities: A Guide for OTs on Self-Directed IRAs and Multifamily Syndication

#GrownMoney #TransformingCommunity #OccupationalTherapy #SDIRA #CommunityImpact

As healthcare professionals dedicated to improving lives, we often focus our energy on direct patient care. But what if I told you there's a way to expand your positive impact while simultaneously securing your financial future? Let's explore how combining self-directed IRAs with multifamily real estate syndication can create a powerful force for both personal and community growth.

Most of us are familiar with traditional IRAs, but self-directed IRAs (SDIRAs) open up a world of investment possibilities beyond standard stocks and bonds. These accounts allow you to invest your retirement funds in alternative assets like real estate while maintaining the tax advantages of an IRA. For OTs, this means we can leverage our retirement savings to invest in tangible assets that serve our communities.

Multifamily syndication through a self-directed IRA isn't just about generating returns – it's about creating lasting community impact. When we invest in apartment communities, we're not just buying buildings; we're investing in neighborhoods and the people who call them home.

Consider how this aligns with our professional values:

Community Impact: As OTs, we understand the profound impact that environment has on function and well-being. By investing in multifamily properties, we can help:

• Create safe, accessible housing communities

• Support property improvements that enhance residents' quality of life

• Foster stable neighborhoods that promote community engagement

• Provide quality housing at reasonable rates

  
  

Financial Benefits Through SDIRAs Using a self-directed IRA for syndication investments offers several personal advantages:

• Tax-deferred growth on your investments

• Potential for higher returns compared to traditional retirement accounts

• Portfolio diversification beyond the stock market

• Protection from market volatility through real estate assets

• Compound growth potential in a tax-advantaged environment

Our training as occupational therapists gives us a unique lens through which to view real estate investment. We inherently understand how context and environment impact the person.

By investing through syndication, we can advocate for these principles on a larger scale including improvements that enhance accessibility and create community spaces that promote social interaction and well-being. With all our properties we look for ways to transform apartment complexes into communities.  We do this by:

• Property renovations that improve living conditions

• Enhancement of common areas for social interaction

• Energy efficiency upgrades that benefit both residents and the environment

• Updated, accessible units for families and seniors

• Common areas that promote social interaction

• Safe spaces for children to play and learn

• Programs that build community connection

  
  

As occupational therapists and healthcare providers, we're uniquely positioned to understand the intersection of person, environment, occupation and the impact of housing, community, and well-being. By investing through self-directed IRAs in multifamily syndication, we can extend our positive impact beyond our clinical practice while building financial security for our future.

Think about the ripple effect: Every property improved, every community strengthened, and every family provided with quality housing contributes to the broader social determinants of health that we know are so crucial to our patients' success.

Let's embrace this opportunity to align our investment strategies with our professional values. Through thoughtful investment in multifamily syndication, we can create winning solutions that benefit both our financial future and the communities we serve.

Here's to making a difference, one investment at a time.  For more information download our book Healing Hands, Wealthy Plans

Or contact us directly MooreMoneyCapital.com.