SA953 | Build Your Real Estate Portfolio Through Self-Directed IRAs with Mat Sorensen

May 9 2024 • 41 mins

Are you proficient enough in utilizing your self-directed IRA and its power for real estate investing?

Let’s fuel your expertise in leveraging this funding strategy as we’ve invited Mat Sorensen to discuss self-directed IRAs and retirement accounts for scaling a real estate portfolio and his experiences helping the most wealthy people in the investing business.

Key Points & Relevant Topics

Mat on running multiple businesses and exposing himself to different clients
What wealthy and most successful people do differently to preserve their wealth
Things you should know about self-directed IRAs and retirement accounts that financial brokers won’t tell you
3 things that are not allowed when you utilize your self-directed IRA
3-step process for self-directed IRA conversion
How self-directed IRAs work in acquiring single-family rentals and the type of loan you must acquire to buy real estate
The main reason why Mat built his own company helping real estate clients
Mat’s Self-Directed IRA Summit events
Mat’s advice on putting a balance between professional and personal life and overcoming challenges
Mat’s point of view on real estate investing in 2024

Resources & Links

The Self Directed IRA Handbook by Mat Sorensen
Buy the SDIRA Summit 2024 Recording in Dallas, TX
To learn more about Mat’s upcoming events, go to https://matsorensen.com/events/.
Apartment Syndication Due Diligence Checklist for Passive Investor

About Mat Sorensen

Mat is a wealth lawyer and an award-winning entrepreneur. As a wealth lawyer, Mat has advised over 10,000 clients in building their wealth through business ownership, real estate investing, and self-directed retirement account portfolios. He built a nationwide business and tax law firm, KKOS Lawyers, with his partner Mark J. Kohler, and has assisted clients with business start-ups and acquisitions large and small and has advised on over $1B in real estate transactions. Mat is the Founder and CEO of Directed IRA, an INC 5000 award winning company who in 5 years has served over 20,000 customers and has over $1.7B in assets under administration.

Mat personally went from being a broke teen dad to a multi-millionaire by doing what his wealthy clients did – start, buy and scale businesses, build real estate portfolios, and utilize self-directed retirement accounts to invest in high-return alternative assets. He is also a co-founder at Main Street Business Services, is a best-selling author of The Self-Directed IRA Handbook, is VIP Contributor at Entrepreneur, hosts two annual events (SDIRA Summit and Alt Asset Summit), serves on various boards, and is a member of YPO Scottsdale.

Get in Touch with Mat