Invest with a SDIRA with Checkbook Control

[vc_row][vc_column][vc_column_text]With a self-directed IRA with checkbook control, the owner has complete signing authority over his/her retirement funds. No more going through an administrator to fund investments. This type of control offers greater investment freedom, allowing the owner to manage assets with ease.

How it’s Formed

[/vc_column_text][gem_quote style=”4″ no_paddings=”1″]In order to obtain “checkbook control,” first establish an LLC that is owned by your IRA.

Once you establish this new LLC, a business checking account will need to be set up in the name of the LLC. The bank will require tax ID number (EIN) and a copy of your Articles of Organization.

[/gem_quote][vc_column_text]The business checking account will be linked to your self-directed IRA funds, and you will be given a checkbook that is directly linked to that account. By electing yourself “Managing Member” of the LLC, you will then be in control of that checkbook, therefore gaining “checkbook control” over your self-directed IRA funds.

Advantages

No Red Tape
Funding a transaction through a regular self-directed IRS would normally require going through a third party administrator. This requires paperwork check processing. You can skip all of this when you establish checkbook control with your IRA. Funding is as simple as writing a check.

Less Fees

Because you are skipping the process of going through your IRA administrator to make a transaction, you will be saving yourself from the processing fees that are typically associated with this. A checkbook control IRA will actually help save you money, leaving more funds for investment.

More Control

With checkbook control, you will have more freedom and flexibility in funding your investments. Checkbook control allows you to control your investment choices and keep pace with the speed of your investment decisions.

Why it’s Important

Success in real estate requires the ability to quickly analyze information and be willing to act on your hunches. Time is always of the essence in the real estate industry. Most deals are time sensitive and will require you to make a quick decision. Sometimes you can’t wait for people to get back to you. That’s why a Self-Directed IRA with checkbook control is so vital for real estate investments. Without having to go through a third party administrator to release funding, you can act on your instincts much faster.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]

Consider a Private Real Estate Investment Fund

Consider a private real estate investment fund (a “Fund”) for your next investment with a checkbook controlled IRA. Unlike REITs and other publicly traded investment options, Private real estate investment funds are not open ended and have a set offering window. When this window closes either because of the lapse of set time period or achievement of a certain level of funding, your opportunity to invest will also close. That’s why it’s important that when you’ve done your due diligence and made your decision to invest in a certain Fund that you have the ability to execute the transaction with little resistance. That can be accomplished with checkbook control.

We invite you to explore a private offering for your next IRA investment to build wealth tax-free and/or tax-deferred. If you need a referral to an IRA custodian or help setting up a self-directed retirement account, contact us and we’ll refer you to some of our associates.[/vc_column_text][/vc_column][/vc_row]

DISCLAIMER

This is neither an offer to sell nor a solicitation of an offer to buy the securities described herein.

THE OFFERING IS MADE ONLY BY THE PRIVATE PLACEMENT MEMORANDUM. THIS MATERIAL MUST BE READ IN CONJUNCTION WITH THE PRIVATE PLACEMENT MEMORANDUM IN ORDER TO UNDERSTAND FULLY ALL OF THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES ASSOCIATED WITH AN INVESTMENT IN THE SECURITIES TO WHICH IT RELATES AND MUST NOT BE RELIED UPON TO MAKE AN INVESTMENT DECISION.

The offering of securities described herein will not be registered under the Securities Act of 1933 (the “Securities Act”) or the securities laws of any state and the securities are being offered and sold in reliance on exemptions from the registration requirements of the Securities Act and such laws. Neither the Securities and Exchange Commission nor any other federal or state agency has passed upon the merits of or given their approval to the offering of the securities, the terms of the offering or the accuracy or completeness of the offering materials. The offering of securities is being made only to Accredited Investors, as defined in Rule 501(a) of Regulation D of the Securities Act. An investment in the securities is highly speculative and involves substantial investment and tax risks. All prospective investors must review the Private Placement Memorandum in its entirety, including the section entitled “RISK FACTORS” before investing.

An investment in Four Peaks Capital Partners, LLC is highly speculative and involves substantial risks, including, but not limited to: (1) Four Peaks Capital Partners, LLC success depends upon the performance of the Manager in managing Four Peaks Capital Partners, LLC and its investments, including decisions involving investment of Four Peaks Capital Partners, LLC’s capital and the acquisition and disposition of properties and there is no guarantee Four Peaks Capital Partners, LLC will raise enough capital to perform its investment objectives; (2) There can be no assurance that a prospective investor will receive any return on investment in Four Peaks Capital Partners, LLC and/or realize any profit on a prospective investor’s investment in Four Peaks Capital Partners, LLC and a prospective investor could lose all or a substantial portion of its investment; (3) The Manager has limited or no net worth and there can be no assurance that the Manager will have sufficient funds to meet its obligations to Four Peaks Capital Partners, LLC or to otherwise financially support Four Peaks Capital Partners, LLC; (4) The Class A members and Class B members have no power to take part in the management of Four Peaks Capital Partners, LLC and have limited voting rights and will not have the opportunity to evaluate or approve any of Four Peaks Capital Partners, LLC’s investments; (5) The Class A Interests and Class B Interests will be illiquid, and the transferability of the Class A Interests and the Class B Interests will be substantially restricted; (6) Four Peaks Capital Partners, LLC may not have the cash flow necessary to make distributions to its members; (7) Four Peaks Capital Partners, LLC will not diversify its investments and, therefore, the success of Four Peaks Capital Partners, LLC will be dependent upon the success of the properties; (8) There are substantial risks associated with real-estate investments and ownership of storage facilities and mobile home parks; (9) There are various potential conflicts of interest among the Manager and its Affiliates and their principals.
Investors must read and carefully consider the discussion set forth under the section entitled “RISK FACTORS” in the Private Placement Memorandum for a complete discussion of these and other risks pertaining to this investment.

These projections are speculative and based on specific assumptions, which, if incorrect, would cause the actual returns to differ materially from the projected returns. You should review the entirety of the assumptions and risks set forth in the Private Placement Memorandum.

Any underlying assumptions and any forward-looking statements herein may not be accurate, the projections herein shown may not occur, and actual results could differ materially due to risks and uncertainties that are beyond the Company’s ability to control or accurately predict. To the extent, the information in this communication conflicts with the information in the Private Placement Memorandum, the information in the Private Placement Memorandum shall govern.

The securities offered are an illiquid investment and involve a high degree of risk; Investors should be able to bear the loss of some or all of their investment. Investors should read and understand all of the risks and the entire Private Placement Memorandum before making a decision to invest. Past performance is no indication of future results and there can be no assurance that Four Peaks Capital Partners, LLC will be able to execute the investment objectives for the Properties or the Offering.

This material is for general information purposes only and does not constitute legal, tax, investment or other professional advice on any subject matter. Information provided is not all-inclusive and should not be relied upon as being all-inclusive.
Any capitalized terms used but not otherwise defined in this Presentation shall have the meanings set forth in the Private Placement Memorandum.

Any reference to “Four Peaks” “we” “our” or “fund,” regardless of capitalization, shall refer to Four Peaks Capital Partners, LLC, and its Affiliates.

For additional risks and disclaimers, visit https://www.fourpeakscapitalpartners.com
Four Peaks Capital Partners, LLC

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