TWT Multifamily attended the Michael Blank Deal Maker Live 2023 conference and ran into some great knowledgeable people in different aspects of the multifamily investing industry. A couple of the amazing people are Steve Csobaji and Julie Anne Peterson. Steve is with Quest Trust Company and Julie Anne works at Old Capital Lending. They were both gracious enough to share their wisdom and answer a few questions.
We attend these events for the great content that the organizers deliver. Information about the state of the multifamily investing market, motivational and inspirational speakers, and great tips on running or improving your business. Another great reason, is the connections we make with amazing people.
Check out the videos below to see what they had to say about using your IRA funds to invest and what investors should be asking about the debt used to buy a multifamily deal.
Using IRA funds for Multifamily Investing
Steve is an industry expert when it comes to teaching you how to properly use the money in your 401K or IRA and get it invested in multifamily real estate or other assets. As of this writing, Quest Trust is the largest Self Directed IRA custodian in Texas. You can find more information by checking out Quest’s website or reaching out to Shawn Griffith and scheduling a call.
Questions for Passive Investors to ask about Debt
Julie Anne Peterson is not just an expert at helping general partners (GPs) find the right debt for their deal, but she is also funny and generous with her time and expertise! Listen to the video for a few things passive investors should ask about debt in multifamily investing.
If you like these videos, please visit our YouTube Channel and subscribe.
You can take a look at some of our other blog articles: