SDIRA Wealth is a full-service real estate development company that specializes in helping investors achieve financial independence through new construction real estate properties. The company provides end-to-end solutions for real estate investing, including property acquisition, tax strategies, and wealth management.

SDIRA Wealth began in 2001, starting with real estate builds in Iowa. Over the years, the company expanded significantly, with more than $2 billion in properties sold across 15 states and over 10,000 transactions completed.

New construction properties offer several advantages, including lower maintenance costs, modern designs, and compliance with the latest building codes. These factors help investors maximize cash flow and long-term returns.

At SDIRA Wealth, “full-service” means providing clients with personalized programs that cater to their unique investment needs at every stage of the journey. This comprehensive support includes free educational resources, guidance with property acquisition, access to preferred property management teams, financing solutions, and customized tax strategies. Additionally, SDIRA Wealth continues to offer ongoing assistance after the sale, empowering clients to expand and manage their portfolios for long-term success.

SDIRA Wealth focuses on top growth markets characterized by robust economic indicators, population growth, and strong job prospects to ensure lasting potential for property appreciation and rental income. The team conducts extensive research, typically spending over two years evaluating 15-20 markets per month and hundreds of markets annually before selecting the prime areas for development.

Today the company develops over 2000 properties annually. About 70-75% of these properties are purchased by existing clients who have previously invested with SDIRA Wealth.

Yes, while SDIRA Wealth primarily helps individual clients build property portfolios, it also accommodates large investors interested in bulk purchases or entire developments.

No, SDIRA Wealth sells properties directly to investors, which helps clients save on realtor commissions and ensures they get exclusive benefits and pricing advantages.

Launched in 2014, this program connects SDIRA Wealth clients with top wealth and tax professionals who offer personalized tax strategies and financial advisory services to support long-term investment goals.

In 2017, SDIRA Wealth partnered with Clayton Morris to launch a free educational platform, offering resources, webinars, and materials to guide real estate investors on build-to-rent opportunities. Today, it has grown into the largest community of investors focused on building financial freedom, reducing taxes, and safeguarding their wealth.

The Freedom Five Formula is a strategy developed by SDIRA Wealth to help investors achieve financial freedom. It involves acquiring five new construction properties, holding them for 10-15 years, and leveraging time in the market to build equity and cash flow.

In 2024, SDIRA Wealth partnered with the Tim Tebow Foundation to support philanthropic initiatives, aligning the company’s mission with impactful causes.

Key milestones include reaching $1 billion in sales in 2012, surpassing $2 billion in 2022, and expanding operations to 15 states. Other important achievements include launching the Self-Directed IRA Program in 2006 and the Wealth Advisor Partnership Program in 2014.

SDIRA Wealth started with small-scale projects and grew by expanding into new markets, launching specialized programs for investors, and forming strategic partnerships with wealth and tax professionals.

SDIRA Wealth provides a comprehensive, full-service approach with personalized support, bulk pricing advantages, and exclusive deals on exclusive new construction properties tailored for investors. Clients enjoy continuous guidance, customized programs, tax strategies, and access to top-tier property management teams.

By purchasing materials in bulk, SDIRA Wealth significantly reduces construction costs, allowing the company to build at a lower overall expense. This cost-efficiency enables SDIRA Wealth to offer services without additional charges. Furthermore, by building in volume and selling directly to investors, the company eliminates extra costs such as realtor commissions, ensuring clients receive the best pricing and exclusive benefits from day one that are not available anywhere else.

SDIRA Wealth focuses on new construction properties, including single-family homes, and build-to-rent projects, designed to maximize cash flow and long-term appreciation.

New construction properties often have lower maintenance costs, updated designs, and compliance with modern building codes, which can result in higher rental demand and better long-term returns.

The company offers guidance on market selection, property types, and tax strategies, helping investors diversify across different growth markets and property classes.

Clients begin the process by scheduling a call with a portfolio manager. During this consultation, they receive a personalized plan tailored through SDIRA Wealth’s client-focused programs. From there, clients select properties that align with their specific needs and collaborate with the SDIRA Wealth team to arrange financing, finalize paperwork, and set up property management services, ensuring a smooth and seamless investment experience.

SDIRA Wealth tracks client success through repeat purchases, referrals, and cash flow performance. About 70% of clients are repeat buyers, and 80% refer friends and family, indicating high satisfaction levels.

SDIRA Wealth prioritizes a personalized, full-service approach that addresses clients’ unique investment needs, offering continuous support throughout the investment journey. The company’s commitment to customer success is reflected in its high retention rate, with many clients returning for additional investments and referring friends and family.

Approximately 70% of clients are repeat buyers on an annual basis, demonstrating SDIRA Wealth’s strong commitment to customer satisfaction and successful investment outcomes. Additionally, 85% of current clients refer friends and family, taking advantage of the benefits offered through the SDIRA Wealth referral program.

The company partners with organizations like the Tim Tebow Foundation to support meaningful causes, furthering its commitment to making a positive impact beyond real estate investing.