Can retirement accounts invest in multifamily real estate, private equity, and other alternative investments?

In this episode of Wealth Unfiltered, Samantha Parrinello sits down with Ramez Fakhoury, Vice President of IRA Club, to explore how self-directed retirement accounts are reshaping access to alternative investments for financial advisors, accredited investors, and capital raisers.

While many investors assume retirement savings are limited to stocks, bonds, and mutual funds, self-directed IRAs and solo 401(k)s can provide access to a much broader investment universe—including multifamily real estate, private equity, private credit, and other alternative assets. Ramez explains why education remains one of the industry's biggest challenges and how advisors can better serve clients by understanding the opportunities available within retirement accounts.

The conversation also examines how RIAs can strengthen client relationships by expanding access to alternative investments, the common misconceptions surrounding self-directed retirement accounts, and why diversification has become increasingly important in today's market environment. Ramez shares how IRA Club supports advisors, sponsors, and investors throughout the investment process while highlighting the role retirement capital can play in long-term wealth building.

In This Episode

• What a self-directed IRA is—and how it works
• Using retirement accounts to invest in multifamily real estate
• Alternative investments inside IRAs and solo 401(k)s
• Common misconceptions financial advisors encounter
• How RIAs can better serve clients seeking private market exposure
• The role of retirement capital in real estate investing
• AI-driven portfolio protection strategies and managing market volatility
• Resources available to investors, sponsors, and financial advisors through IRA Club

Whether you're a financial advisor, accredited investor, real estate sponsor, or simply exploring ways to diversify beyond traditional markets, this episode offers practical insights into using retirement capital as part of a long-term investment strategy.

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