The Hidden Risk of Using an IRA to Buy Real Estate: A $5.3M Case Study

When a longtime property management client approached GM Properties about purchasing a multi-tenant industrial property, using a self-directed IRA, the firm’s seasoned team stepped in to guide the investment from acquisition to exit. The client, a knowledgeable investor seeking to diversify away from stock market volatility, used a $1 million balance in his IRA to acquire a commercial property entirely in cash, complying with IRS rules through a third-party custodian.