quest ira ppt july 2016
TRANSCRIPT
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Quest SDIRA Trillion $ MixerBy Kenn Renner
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www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Forbes List - America's Fastest Growing City 1. Austin, Texas MSA: Austin-Round Rock, TX 2015 Population growth rate: 3.15% 2016 (Projected) pop. growth rate: 1.56% Job growth rate: 3.28% Unemployment: 3.34% 2015 Gross Metro Product growth: 3.22% Median pay: $66,000
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Forbes Best Places to Invest 7. Austin, Texas MSA: Austin-Round Rock, TX Pop.: 1,943,299 Avg. Home Price (Q3 ’14-Q3 ’15): $281,355 Pop. Growth (’11-’14): 9.0% Jobs growth (annual): 3.3% Unemployment (Sept. ’15): 3.3% Annual price growth: 12% Over (+) or under (-) priced by: 13% Three-year home price growth forecast: 27% Average Home Price: $281,355
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Texas A & M – Texas Summary Overall construction activity HOT but slowing Austin upward trend in permits – Dallas,
Houston permits slowing but still #1 in Nation
Texas – 3.6 months of inventory – Nation 5.6 mos.
Appreciation – strong statewide – Austin #1 Statewide New home 19% more price per
square foot than a resale home…
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Austin Summary – ABOR stats 14482 home sales in the first half of 2016 Up 6.1% over 2015 making for a record year Median price up 8.2% over June 15 2.4 months of supply – sellers market! 5856 Active listings - skewed by builder
inventory 4486 active “Resale” listings Shortage will continue for the “NEAR”
forseeable future
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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It’s estimated 10,000 “Baby Boomers” per day will turn 65 for the next 20 years
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
Info source credits: Forbes, Texas A & M University, Accuplan and North American Savings Bank
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Up to 75% of the Baby Boomer population do not have the resources to retire at 65 and beyond
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Most will be forced to continue to work after 65 years of age
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Retirees face skyrocketing healthcare cost and diminished Social Security and Medicare benefits
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Inflation/Cost of living increases will threaten to erode their fixed retirement income
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Over $4.7 trillion in IRA assets (Most invested in Wall Street)
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Over $4.7 trillion in combined IRA and 401k funds with only 1% invested via self-directed retirement accounts
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Up to 90% of the population is unaware of a SDIRA
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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The majority of those funds are invested in mutual funds with brokerage firms
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Less than 1% is invested in alternative assets
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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You can diversify your retirement with tangible assets such as real estate
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Simple Wealth Building StrategyAcquire 10 homes in 10 yearsPay them off in 20 years
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
Disclosure and Disclaimer: Kenn Renner, Renner Realty, Inc are not attorneys, CPAs nor Financial Planners. Please seek the appropriate professionals for legal, tax and financial advise and guidance.
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Simple Wealth Building Strategy10 x $200k = $2 million in 20 years$4 million ± $1000/mo positive$12,000 x 12 = $144,000*• Example is in no way a guarantee of a return as all investments have risk and results will vary – do your due diligence and consult with appropriate professionals.
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Simple College Tuition PlanBuy one single family homePay off in 15 yearsSell to pay for college
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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SDIRA Case Studies
New SFR in East AustinPrice $175,000
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Case Study – SDIRA loan 30%DP
$175,000 Sales Price $52,500 Down Payment $5000 CC and Prepaids $57500 Cash to Close$122500 Loan Amount $783 P&I @ 4.625% (20 yr) $320 Taxes $50 Insurance $50 Management $20 Dues $1223 Payment + Management
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
$1,223 Payment + Mgmt $1,500 Rent $277 Positive p/month x12 1st year $3,324 Cash Flow$12,000 Appreciation*$15,324 Net Gain26.6%1st Year*•Example is in no way a guarantee of a return as all investments have risk and results will vary – do your due diligence and consult with appropriate professionals.
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Case Study – straight up 25%DP
$175,000 Sales Price $43750 Down Payment $5000 CC and Prepaids $48750 Cash to Close$131250 Loan Amount $626 P&I @ 4.0% (30 yr) $320 Taxes $50 Insurance $50 Management $20 Dues $1066 Payment + Management
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
$1,066Payment + Mgmt $1,500 Rent $434 Positive p/month x12 1st year $5208 Cash Flow$12,000 Appreciation*$17,208 Net Gain35.2%1st Year*•Example is in no way a guarantee of a return as all investments have risk and results will vary – do your due diligence and consult with appropriate professionals.
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A non-recourse loan is one which the IRA/SEP account holder is not personally liable for repayment of the loan
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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The security instruments allow no recourse against the individual account holders or the balances of your IRA/SEP funds
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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In the event of default/foreclosure the lender can only recover the property and your equity
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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All net proceeds go back to the IRA tax free
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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NASB Single Family Homes – 30-40%
2-4 Units – 40%Condominiums – 40%Multi-Family (5+ units) – 40%
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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NASBNASB offers a 3, 5 and 10 year ARM or a 10, 15 or 20 year fixed option
These are both principal and interest payments
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Perfect MarriageSDIRA Purchase w/ SDIRA Private Lending
Info source credits: Forbes, Texas A & M University, Accuplan and North American Savings Bank
www.BuyAustin.com| Kenn Renner | 512-423-5626 | [email protected]
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Join me most every Saturday for Real Estate investment presentations at convenient locations around Austin… 512.423.5626 call/textBy Kenn Renner
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Free Consultation &For a copy of this PPTKenn @ buyaustin.com 512.423.5626 (Call/Text)Quest SDIRA BootcampBy Kenn Renner