Equity Trust Master Academy

Accelerate Your Retirement Savings

  • From the “Best Overall” Self-Directed IRA Company*, Equity Trust Master Academy’s Real Estate Master Course is a superior online training program for investors looking to build their retirement wealth through alternative investing. Learn topics around real estate rentals, fix-and-flips, private lending, notes, your account options, and more. We’ve seen Equity Trust clients grow their retirement accounts faster than they ever thought possible, and we want to share their secrets with you.

Self-Directed IRA Master Course: Real Estate Curriculum

    1. Introductory Training - Building Your Account Orbit

    1. 2023-2024 All 7 Account Type Video Education - Contribution limits and funding methods

    2. 2023-2024 Contribution Account Contribution Limits

    3. 2022-2023 7 Account Types Contribution Limits, Eligibility and Funding

    4. Account Types and the Power of Tax-Advantaged Compounding Interest

    5. Diversifying Beyond the Stock Market: How to Get Started

    6. Alternative Investing with a Self-Directed IRA/401(k): Guidelines and Rules

    7. 3 Types of Real Estate Transactions Using a Self-Directed Account

    8. Real Estate Closing and Titling with a Self-Directed Account

    9. Rental Property Investing with Your Retirement Account

    10. Real Estate Buy & Rehab with a Self-Directed Account

    11. Buying Real Estate with Debt-Financing in a Self-Directed IRA

    12. Secrets to Promissory Note Investing in Your Retirement Account

    13. Leverage in your Self-Directed IRA/401(k)

    14. Private Entity Investing for Investors of All Experience Levels

    15. Investing in an LLC, Corporation, LP or other Entity with a Self-Directed IRA

    16. Legacy and Estate Planning with a Self-Directed IRA

    17. Equity Trust Client Orientation

    18. Analyzing Rental Property Investment - IRA vs. Non-IRA Funds

    19. LLC and Trust Structure for Self Directed IRA Real Estate Investors

    20. SECURE Act 2.0 - Important Retirement Account Rule Changes in 2023

    1. Take 5: Partnering with Disqualified Persons

    2. Take 5: Processing Your First Real Estate Purchase

    3. Take 5: Real Estate Options with a Self-Directed IRA/401(k)

    4. Take 5: Depreciation in an IRA Rental Portfolio

    5. Take 5: Private Lending with a Self-Directed IRA/401(k)

    6. Take 5: Shared Appreciation Loans

    7. Take 5: Joint Ventures with a Self-Directed IRA/401(k)

    8. Take 5: Structuring an LLC with your Self-Directed IRA/401(k)

    9. Take 5: Roth Conversions with a Self-Directed IRA/401(k)

    10. Take 5: How to Pay Expenses with your Self-Directed IRA/401(k)

    11. Take 5: 1031 Exchange and Self-Directed IRA

    12. Take 5: Collecting Rents and Loan Payments

    13. Take 5: Property Insurance for your Self-DIrected IRA

    14. Take 5: Updating the Value of your Alternative Assets in your Self-Directed IRA

    15. Bill Pay Tutorial

    16. How-to Title Investment Documentation Properly

    17. Private Money Lending 3 min. Walk Through

    18. How-to process transactions, documentation, titling, and myEQUITY demo

    1. Client Experience: Chuck and Gina Grow Small Self-Directed Roth IRAs

    2. Client Experience: Jan, Daughter Brittany, Grow Their Roth IRAs with Real Estate

    3. Client Experience: Cynthia and Kevin's Roth IRAs Profit From 14 Properties

    1. Orientation Guide: Real Estate Investors

    2. Orientation Guide: Real Estate, Notes and Private Lending Investors

    3. Orientation Guide: Private Entity Investors

    4. Ultimate Self-Directed Solo 401(k) Guide

    1. Self-Directed IRA Rules

    2. Checkbook LLC IRA - Proceed with caution

    3. 17 Minute Self-Directed IRA Rules Video - Prohibited Transactions

About this course

  • $997.00
  • 61 lessons
  • 19.5 hours of video content

  • Step-by-Step Processes

    Demonstrations, tutorials, and case studies walk investors through the self- directed process from start to finish... plus everything in between.

  • Multi-Level Modules

    From beginner to advanced level self- directed investors, deepen your knowledge no matter where you are in your journey.

  • Industry-Leading Educator

    Equity Trust is recognized as a leading self-directed IRA educator. We’ve optimized our learning resources after interacting with tens, if not hundreds of thousands of investors.

What's Included?

Unlock no-fluff, essential resources including video modules from the Virtual Classroom, straightforward guides, and other valuable downloads. Topics include:

  • Rules and guidelines

  • Partnering multiple accounts

  • Solo 401(k)s eligibility, pros and cons

  • Roth conversions

  • Structuring an LLC for an IRA

  • Real estate options

  • Private lending and promissory notes

  • Private placements and private equity

  • Legacy and estate planning

  • ... and more

Don’t take our word for it, take theirs.

“Excellent information by presenter in easy understandable way.”

Maurice S.

“Very informative... especially for a beginner. I appreciated the detailed case studies to further understand the process of property investing through various methods. Thank you”

Lori M.

“I have been an Equity Trust client for many years and it’s great to keep learning about new tools and various strategies to put deals together to build up my IRA funds. Thanks.”

Hannah H.

“Wonderful educational program to learn and a very good information to growth wealth.”

Pramoth A.

Reach your retirement goals by discovering all your options. You have more than you may think.

GET STARTED NOW

Meet Your Instructor

John Bowens

Director, Head of Education and Investor Success

John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry, partly due to his unique ability to take a complex issue and break it down into simple-to-understand terms. As Equity Trust's Director, Head of Education and Investor Success, John draws from his over 15 years in the real estate industry and his experience as an active real estate investor. In his travels across the U.S. and virtually, he has trained 60,000+ investors during more than 300 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what you know best.

Bonus Material

Access to supplemental materials to help guide you through processes and the course.

  • Free Master Transaction Handbook

    Access to ideas and key concepts for constructing creative real estate and other alternative asset transactions, plus example documents to share with your legal or financial team.

  • Free Orientation Guides

    Your step-by-step guides to investing with your Equity Trust self-directed account. Everything you need to know to successfully complete your investment.