Understand how SDIRAs differ from traditional IRAs and how they unlock real estate as an investment class within a tax-sheltered account.
Rental properties, mortgage notes, raw land, private lending, and REITs — learn what's allowed and what's off-limits under IRS rules.
Avoid costly IRS penalties by understanding disqualified persons, prohibited transaction rules, and UBTI tax implications.
How Roth SDIRA vs Traditional SDIRA structures affect your tax-free or tax-deferred growth on real estate income.
From choosing a custodian to funding your SDIRA and completing your first real estate transaction — a clear, actionable roadmap.
Get your personal questions answered in real time by experienced fund managers and real estate investment professionals.
Carlo Turner has served as Fund Manager since The CEO Fund’s inception, directly overseeing the acquisition, financing, development, and delivery of the fund’s assets alongside his partners. Prior to this role, Mr. Turner worked as a Financier across multiple management positions in financial markets including Investment Banking in Commodities, Stocks, and Bonds.
Carlo has traveled extensively around the world representing substantial holdings of wealthy clients, and has consulted numerous CFOs and hedge fund managers in the trade and acquisition of securities exceeding $100,000 million. He brings more than 15 years of experience in corporate finance, complemented by deep expertise in a wide variety of real estate backed investments.
Years in corporate finance
Securities
consulted on
Clients across markets worldwide