Become a Private Money Lender

  • Seeking a more passive approach to real estate investing? Discover how investors are attracting IRA capital for potential opportunities and receiving payments in their IRA without ever managing a rental property.

Become a Private Money Lender

    1. Secrets to Promissory Note Investing in Your Retirement Account

    1. 3 Minute On the Property Grounds Walk Through of Private Lending Process

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

    3. Take 5: Shared Appreciation Loans

    4. Take 5: Collecting Rents and Loan Payments

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

    1. Note Investing Case Studies

    1. Master Transaction Handbook

    1. Explainer Video of Unique Private Loan Transactions

    2. Wrap Loans with Investor Bob D.

    3. Deed of Trust and Note with Exit Fee Example

    4. Equity Participation Loan Example

About this course

  • $99.00
  • 16 lessons
  • 3.5 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:

  • How private lending works within a self-directed IRA or 401(k)

  • The basics of promissory notes

  • Collecting loan payments into your retirement account

  • Examples of promissory notes and other documents self-directed investors use

  • ... 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.

Discover how passive investors are growing their IRAs with real estate.

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 Note Client Case Studies

    Access to key concepts and strategies employed by Equity Trust note clients to maximize income without managing a rental property.