American IRA to host webinar on private real estate in retirement accounts

American IRA will host a Sept. 2 webinar with MLG Capital executive Steve Kelly on how retirement investors can access private real estate through self-directed accounts. The session will focus on tax-conscious fund structures, diversification and how the strategy may fit long-term portfolios.

Why it matters: - Retirement investors often want access to private real estate without creating avoidable tax headaches. - The webinar will focus on a fund structure aimed at reducing Unrelated Business Taxable Income, or UBTI, and multi-state tax filing complexity. - American IRA is positioning the session as an education-focused guide for self-directed account holders looking at alternative assets.

What happened: - American IRA said it will host an educational webinar featuring Steve Kelly, vice president of national accounts at MLG Capital. - The event is scheduled for Sept. 2 at 12:00 p.m. ET. - Registration is available through American IRA's webinar page. - The discussion will cover how investors can access private real estate through retirement accounts.

The details: - Kelly will discuss MLG Capital’s Dividend Fund, which targets exposure to value-add private real estate. - The fund is designed to seek elimination of UBTI and multi-state tax filing requirements for investors. - The investment focus includes multifamily and industrial properties. - MLG Capital has more than 38 years of experience in private real estate. - The session will cover the fund’s sourcing strategy, diversification approach and active property management across the investment lifecycle. - Kelly will also outline the fund’s economics, including quarterly distributions, preferred returns and a profit-sharing model. - Attendees who register will get early access to the recording, an early look at what is in the works and the chance to submit questions. - American IRA said the session is intended to help retirement investors evaluate whether professionally managed private real estate fits a diversified, long-term strategy. - American IRA is a national self-directed IRA administrator headquartered in Sioux Falls, South Dakota. - The company says it has specialized for more than 20 years in helping clients invest retirement funds in alternative assets while staying compliant with IRS rules. - American IRA says the presentation is for educational purposes only and does not constitute investment advice.

Between the lines: - The webinar reflects continued demand from retirement savers for access to private-market assets with fewer administrative surprises. - The emphasis on tax structure suggests the biggest barrier for many investors is not the real estate itself, but the account-level complications that can come with it. - By featuring a fund manager rather than a sales pitch, American IRA is framing the event as a practical how-to session for self-directed investors.

What's next: - Interested investors can register ahead of the Sept. 2 session. - American IRA says participants will be encouraged to do their own due diligence and consult qualified professionals before making investment decisions. - The company is also directing readers to its free guides and website for more information.