Benefits of Adding Real Estate to your Retirement Strategy
Invest
tax-efficiently
When you invest using IRA funds, your money is sheltered from taxes while it grows. Investments are backed by real assets.
Own your
future now
Real Estate is a long-term wealth generator, making it an ideal fit for an IRA with investments meant to be harvested for the long term, like retirement.
Diversify
for stability
During market volatility,
Real Estate can be a relative safe haven with a low correlation to stocks and a stable income stream.
Why Real Estate?
Real estate is valuable in any economic climate. In times of uncertainty it is essential. Investments in private real estate provide essential portfolio diversification, along with the ability to build long-term wealth. Real estate can also deliver stable income throughout the life of the investment and sizable long-term returns.
IRA Real Estate Investing
with Anise Capital
Opening Your Account
Set up an online IRA via our partner link. Upon receipt of your application, the account will be created, and the transfer request sent out within 24-48 hours of receipt.
Funding Your Account
Transfer, rollover, or make a contribution to the account to get started. Our custodian, AET Trust, will forward an IRA transfer request form to your current custodian for easy transfers.
Ready To Invest
Once the previous custodian sends the account balance and it clears (checks take 7-10 business days) the account is funded and ready to be self-directed.
IRA Investing Solutions
ACORE
Opportunity Fund
Investment in Anise Capital’s Multi-Strategy Opportunistic fund.
Risk diversification on high quality real estate projects.
Enjoy tax-benefits.
Investment : Up to $150,000.
Direct
Investment
Direct investment in a real estate project as an equity partner.
Manage your investment strategy according to a dedicated real estate project.
Enjoy tax-benefits.
Investment : $150,000 and more.
Example of IRA Investors Profile
Self-Directed
Roth IRA Scenario
You are a single, employed 35 years-old with a gross annual income of $80,000 and will open a Roth IRA in 2023 with $100,000 balance.
- Annual Contribution Limit: $6,500
- Annual Tax-deduction: $0
- Age of Retirement: 65
- Total Contributions: $195,000
With average 8% investment return, at retirement your IRA balance would be worth $1,359,000 after-tax.
Self-Directed
SEP IRA Scenario
You are a self-employed 45 year old married filing jointly with a gross annual income of $264,000 and will open a SEP IRA in 2023 with $100,000 balance.
- Annual Contribution Limit: $66,000
- Annual Tax-deduction: $66,000
- Age of Retirement: 65
- Total Contributions: $1,320,000
With average 8% investment return, at retirement your IRA balance would be worth $3,068,019 after-tax.
Learn More About Retirement Investing
Anise Capital Team
Supported By Experienced Property Management Team
Anise Capital’s property management division is comprised of seasoned real estate management professionals and agents as well as a team of contractors and specialists dedicated to the success of each property.
Our team has successfully managed various real estate projects totaling over a million square feet of commercial retail, hospitality, and multi-family residential space across the United States, from acquisition to construction to sale.
Ilan Elbase
Managing Partner
Significant cross-border investment experience; served in acquisition, structuring, investment strategy, investment committee, and capital markets capacities.
Formerly of Goldman Sachs, Société Générale, and Cambon Partners, he is now Managing Partner at Anise Capital & Boutique M&A advisory firm Effective Capital.
Javier Ferrer
Private Equity Associate
In his role as an Associate, Javier is responsible for delivering multi-asset-class research, assisting in fund menu execution, and designing investment communications including made-to-measure financial modeling and construction.
Jose Luis De La Tejera
Acquisitions Analyst
Jose Luis joins Anise Capital’s Investment team in 2022. He underwrites possible on-thesis investments and assists with portfolio management.
Sergio Ibanez Blanco
Asset Management Analyst
Sergio joins Anise Capital as an asset management analyst and creates marketing materials for new investments, and managing relations with investors.
Account Custodian
Founded in 2007 AET has over a decade of experience as a regulated trust company and custodian.
Their experienced team has helped over 20 thousand investors handle more than $10 Billion in assets.
