Alternative Investment, Self-Directed IRA Real Estate Strategies

Most people think of investments as stocks and bonds, mutual funds or 401k's and the income derived in these investments are from the public markets.  Since the global financial crisis of 2008 and 2009, professional investors have been moving money into less traditional alternatives, such as private equity, hedge funds, managed futures, as well as more tangible assets like precious metals, art, coins and real estate.

Zach Fuller  Caliber Companies  Source:

Zach Fuller

Caliber Companies


Zach Fuller Director of Investment Services at Caliber Companies in Scottsdale, Arizona, says there's been a definite increase in the focus on alternative assets.  About 50% of the total asset base of "smart money," such as hedge funds and endowments, are turning into alternative assets, private equity and real estate.  Fuller would say that the individual investor is following this trend as well.  Fuller looks at the Self-Directed retirement plan companies and how they're growing, which shows him that people are taking control of their finances and moving away from traditional investments into alternatives.  He feels this is driven more by comfort level and people today may not be as comfortable anymore putting their money with big corporations.  Alternative assets are more appealing because they are things they can "touch and feel," and something tangible behind their money.   

Zach Fuller is the Director of Investment Services at Caliber Companies and spoke with Alternative Investing News providing online alternative investing video news content.  Alternative Investing News is a featured network of Sequence Media Group.  This video was brought to you by Vantage Self-Directed Retirement Plans.

J.P. Dahdah

After graduating from The University of Arizona where he earned dual degrees in Finance and Marketing, Mr. J.P. Dahdah began his professional career in 1997 as a financial advisor with American Express Financial Advisors. In 1999, he founded Dahdah Global Wealth Management, LLC, a comprehensive wealth management company which specialized in working with business owners. In June 2004, Mr. Dahdah founded his second company, Entrust Arizona, LLC. Entrust Arizona provided self-directed retirement plan administration and custodial services to individuals and small business owners who desired to include non-traditional assets, such as real estate, as part of their tax-deferred and tax-free portfolios. Mr. Dahdah earned the Certified IRA Services Professional (CISP) designation by The Institute of Certified Bankers in 2007, and in 2009, he began hosting a weekly “Wealth Wednesdays” radio show on KFNN 1510AM. In that same year, the Arizona Small Business Association (ASBA) presented Entrust Arizona with “Arizona’s Companies to Watch” Award, an honor celebrating second-stage entrepreneurs. Experiencing an annualized revenue growth of 28%, Entrust Arizona’s client base grew to over 6,500 clients and $600M in retirement assets in less than seven years. A testament to the Company’s size, strength, and growth, Entrust Arizona re-branded and changed its business name to Vantage Retirement Plans, LLC, on January 3rd, 2012. Mr. Dahdah has been happily married since 2008 to his wife Erin and is the proud father of his daughter, Liliana Sofia and son, Juan Pablo II.