Mat Sorensen, bestselling author of "The Self Directed IRA Handbook" interviewed Jamison Manwaring, a former Goldman Sachs equity analyst turned real estate syndicator for multi-family real estate. He explained how he does investment analysis to determine when to buy, sell or hold.Jamison has bought hundreds of units as Co-Founder and CEO of Neighborhood Ventures. He clarified why real estate multi-family can be a great hedge against inflation. Mat and Jamison also talked about:<ul><li>Making investment decisions</li><li>Comparing the stock market to real estate</li><li>How to invest in what you know</li><li>A rate of return formula for analyzing investments</li><li>How to define a risk reward profile</li><li>Dividend yields</li><li>Resell value</li><li>Cashflow vs. capital appreciation</li><li>Tax benefits</li></ul>Download the <a href='https://directedira.com/webinar-analyzing-investments-for-retirement-accounts/'>presentation slides here</a>.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: <a href='https://directedira.com/appointment/'>https://directedira.com/appointment/</a>Other:Mat Sorensen: <a href='https://matsorensen.com/'>https://matsorensen.com</a>Mark J. Kohler: <a href='https://markjkohler.com/'>https://markjkohler.com/</a> KKOS: <a href='https://kkoslawyers.com'>https://kkoslawyers.com</a>Main Street Business <a href='https://mainstreetbusiness.com'>https://mainstreetbusiness.com</a>

Mat Sorensen, bestselling author of "The Self Directed IRA Handbook" interviewed Jamison Manwaring, a former Goldman Sachs equity analyst turned real estate syndicator for multi-family real estate. He explained how he does investment analysis to determine when to buy, sell or hold. Jamison has bought hundreds of units as Co-Founder and CEO of Neighborhood Ventures. He clarified why real estate multi-family can be a great hedge against inflation. Mat and Jamison also talked about:Making investment decisionsComparing the stock market to real estateHow to invest in what you knowA rate of return formula for analyzing investmentsHow to define a risk reward profileDividend yieldsResell valueCashflow vs. capital appreciationTax benefitsDownload the presentation slides here. For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ Other: Mat Sorensen: https://matsorensen.com Mark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

Mat Sorensen, bestselling author of "The Self Directed IRA Handbook" interviewed Jamison Manwaring, a former Goldman Sachs equity analyst turned real estate syndicator for multi-family real estate. He explained how he does investment analysis to determine when to buy, sell or hold.Jamison has bought hundreds of units as Co-Founder and CEO of Neighborhood Ventures. He clarified why real estate multi-family can be a great hedge against inflation. Mat and Jamison also talked about:<ul><li>Making investment decisions</li><li>Comparing the stock market to real estate</li><li>How to invest in what you know</li><li>A rate of return formula for analyzing investments</li><li>How to define a risk reward profile</li><li>Dividend yields</li><li>Resell value</li><li>Cashflow vs. capital appreciation</li><li>Tax benefits</li></ul>Download the <a href="https://directedira.com/webinar-analyzing-investments-for-retirement-accounts/" rel="noopener noreferrer">presentation slides here</a>.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: <a href="https://directedira.com/appointment/" rel="noopener noreferrer">https://directedira.com/appointment/</a>Other:Mat Sorensen: <a href="https://matsorensen.com/" rel="noopener noreferrer">https://matsorensen.com</a>Mark J. Kohler: <a href="https://markjkohler.com/" rel="noopener noreferrer">https://markjkohler.com/</a>&nbsp;KKOS: <a href="https://kkoslawyers.com" rel="noopener noreferrer">https://kkoslawyers.com</a>Main Street Business <a href="https://mainstreetbusiness.com" rel="noopener noreferrer">https://mainstreetbusiness.com</a>

Analyzing Investments for Retirement Accounts

The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA &amp; Directed Trust Company (<a href="https://directedira.com">directedira.com</a>), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades.Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA &amp; Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.&nbsp;Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

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The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades. Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.  Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA &amp; Directed Trust Company (<a href="https://directedira.com" rel="noopener noreferrer">directedira.com</a>), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades.Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA &amp; Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.&nbsp;Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

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