quest ira ppt july 2016

Quest SDIRA Trillion $ MixerBy Kenn Renner

www.BuyAustin.com| Kenn Renner | 512-423-5626 | Kenn@BuyAustin.com

HGTV’s House Hunters

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

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

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…

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

It’s estimated 10,000 “Baby Boomers” per day will turn 65 for the next 20 years

Info source credits: Forbes, Texas A & M University, Accuplan and North American Savings Bank

Up to 75% of the Baby Boomer population do not have the resources to retire at 65 and beyond

Most will be forced to continue to work after 65 years of age

Retirees face skyrocketing healthcare cost and diminished Social Security and Medicare benefits

Inflation/Cost of living increases will threaten to erode their fixed retirement income

Over $4.7 trillion in IRA assets (Most invested in Wall Street)

Over $4.7 trillion in combined IRA and 401k funds with only 1% invested via self-directed retirement accounts

Up to 90% of the population is unaware of a SDIRA

The majority of those funds are invested in mutual funds with brokerage firms

Less than 1% is invested in alternative assets

You can diversify your retirement with tangible assets such as real estate

Dow Jones Average Past 20 Years

Simple Wealth Building StrategyAcquire 10 homes in 10 yearsPay them off in 20 years

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.

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.

Simple College Tuition PlanBuy one single family homePay off in 15 yearsSell to pay for college

SDIRA Case Studies

New SFR in East AustinPrice $175,000

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

$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.

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

$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.

A non-recourse loan is one which the IRA/SEP account holder is not personally liable for repayment of the loan

The security instruments allow no recourse against the individual account holders or the balances of your IRA/SEP funds

In the event of default/foreclosure the lender can only recover the property and your equity

All net proceeds go back to the IRA tax free

NASB Single Family Homes – 30-40%

2-4 Units – 40%Condominiums – 40%Multi-Family (5+ units) – 40%

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

Perfect MarriageSDIRA Purchase w/ SDIRA Private Lending

Info source credits: Forbes, Texas A & M University, Accuplan and North American Savings Bank

Join me most every Saturday for Real Estate investment presentations at convenient locations around Austin… 512.423.5626 call/textBy Kenn Renner

Free Consultation &For a copy of this PPTKenn @ buyaustin.com 512.423.5626 (Call/Text)Quest SDIRA BootcampBy Kenn Renner

quest ira ppt july 2016

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