Next Generation Trust Company, a custodian and administrator of self-directed IRAs, has announced a strategic partnership with Stairway Invest LLC to provide accredited investors a new way to diversify their retirement portfolios. The collaboration allows investors to allocate funds from their self-directed IRAs into Stairway Loan Accounts (SLAs), which offer a personally guaranteed 8 percent per annum return.
The SLAs are an SEC-compliant, liquid private product available exclusively to accredited investors. Funds are invested in real estate globally, with a focus on affordable housing and renewable energy. Stairway Invest primarily targets U.S. markets, holding assets in 16 states, but also has investments in Australia, Canada, and Brazil.
Jaime Raskulinecz, CEO of Next Generation Trust Company, highlighted the significance of the partnership: "With real estate continuing to be among the most popular alternative assets allowed in self-directed IRAs, this strategic partnership allows our accredited investor clients to earn a personally guaranteed ROI from one simple, liquid product using funds from their Next Generation IRA."
Accredited investors must first open and fund a self-directed account with Next Generation Trust Company, then use a portion of those funds to invest in Stairway Invest. The earned interest is credited to the client's SLA, and the principal and accumulated interest can be withdrawn at any time and returned to the self-directed IRA.
Stairway Invest has been working with accredited investors in real estate for nearly 25 years. In addition to the 8 percent annual return, interest is credited daily, there are no fees, and the SLA permits unlimited transactions. Founder and CEO Austin Fowler emphasized the security of the investment: "Our managers personally guarantee client principal and interest, not just with the assets purchased with deposits, but with their own worldwide portfolios. All client funds are backed first by their manager's worldwide assets and then by the business itself. Stairway Invest stands behind every manager, providing a deep and diverse safety net."
Stairway also offers client education on professional passive real estate investing through its online forum, professional capital raising, and a white label service for professional investors who want to use Stairway's infrastructure to raise capital as liquid debt.
This partnership matters because it provides accredited investors with a unique opportunity to earn a high, guaranteed return within the tax-advantaged structure of a self-directed IRA. For the industry, it demonstrates continued innovation in alternative asset investing, particularly in real estate and renewable energy. The personally guaranteed return adds a layer of security uncommon in many investment products, potentially attracting more investors to self-directed IRAs.
For more information about Next Generation Trust Company and alternative assets allowed through self-direction, visit NextGenerationTrust.com. To learn about Stairway Invest and its opportunities, visit stairwayinvest.com.
