Self-Directed IRA Investment Summary

SELF-DIRECTED IRA / SOLO 401(k) REAL ESTATE INVESTMENT SUMMARY
Prepared For: ___________________
Account Type: [ ] Self-Directed IRA (Traditional)  [ ] Self-Directed Roth IRA  [ ] Solo 401(k)  [ ] SEP IRA
Custodian / Trustee: ___________________
Account Number: ___________________
Prepared By: ___________________  Date: ___________________
DISCLAIMER: Self-directed retirement account investing in real estate is subject to complex IRS rules including prohibited transaction rules under IRC Section 4975, UBIT rules under IRC Sections 511–514, and UDFI rules. Violations can result in distribution of the entire account balance and immediate taxation plus penalties. This summary is for informational and organizational purposes only. ALWAYS consult your qualified SDIRA custodian, a CPA experienced in self-directed retirement accounts, and a real estate attorney BEFORE making any investment or signing any document.
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SECTION 1 — DEAL OVERVIEW
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  Property Address: ___________________
  City, State, ZIP: ___________________
  Property Type: [ ] SFR  [ ] Multifamily  [ ] Commercial  [ ] Land  [ ] Note / Mortgage  [ ] Other: _______
  Deal Type: [ ] Direct purchase  [ ] Private lending (mortgage note)  [ ] Equity participation  [ ] LLC interest purchase
  Investment Amount Requested from Account: [Investment Amount]
  Total Deal Size: $_______________
  Other Funding Sources (if any): ___________________  Amount: $_______________
  Investment Structure:

[Section 2 — continued...]

[Section 3 — fill in your details...]

[Additional clauses and provisions apply...]