SOURCE: CM Yates, Inc.

November 19, 2008 14:01 ET

For IRA Investors, a Stock-Market Alternative: High-Yielding Notes Secured by Real Estate

Attend a Free Web Event on Nov. 20

DENVER, CO--(Marketwire - November 19, 2008) - Real estate investing in Individual Retirement Accounts will be the focus of a friendly, live Web event, open to all, as two Colorado companies collaborate to shed light on a safe and high-yielding alternative to the rollercoaster ride of financial markets.

The IRA-Real Estate Investing Webinar is set for Nov. 20 from 4-5 p.m. MST. Individual questions will be answered. Register in advance at www.newdirectionira.com or www.cmyatescapital.com.

Denver real estate entrepreneur Christopher Yates, president of CM Yates, Inc., will explain how to invest in notes secured by the deeds of trust of income properties throughout Denver. Credit partners in the firm's Private Lender program get an initial upfront bonus of 1 to 4 percent, followed by expected annual gains ranging from 12 to 15 percent. The minimum investment is $10,000.

Real estate represents a way for people to invest safely in their self-directed IRAs and diversify their holdings, said Bill Humphrey, principal officer at Entrust New Direction IRA. The Lafayette, Colo.-based firm will co-host and record the Nov. 20 Web event with Yates. An Entrust expert will outline a wide range of legally permissible IRA investing options that go beyond traditional stocks and bonds.

"It surprises a lot of people, but we have IRA clients who invest in all kinds of real estate including golf courses, motels, and marinas," said Humphrey. Also common are financial instruments secured by real estate such as those offered by CM Yates.

Entrust New Direction IRA is one of 30 affiliates of The Entrust Group, founded by tax expert and author Hubert Bromma. The firm assists clients in establishing self-directed IRAs and company-wide 401(k) plans. It provides education in investment alternatives but it does not sell specific investments or investment advice.

CM Yates, led by Christopher Yates, offers investments not only in high-yielding notes, but in individual residential properties. The company buys about 10 Denver properties per month. It specializes in acquiring foreclosure homes at steep discounts to prevailing market values. While some are offered for sale, most become part of the company's growing, incoming-producing portfolio.

Yates has been featured in national and international media. Personal Real Estate Investor magazine (November/December 2008 issue) praises his creative financing strategies in a feature titled "Assured Returns by the Numbers." A recent interview at MSNBC.com reports his views on the U.S. real estate market (www.msnbc.msn.com/id/27518326). His expertise was sought and recently published by a prominent Russian real estate journal (www.prodevelopment.ru/news/2321).

"Home values seem to have stabilized in certain parts of the country including Denver," said Yates. "But investing in individual properties is too tricky and time-consuming for most people. Our Private Lender program gives them a way to participate in the upside of an improving market with none of the hassles."

"That program offers exceptional out-of-the-box simplicity," said Humphrey, who has handled hundreds of real estate transactions in his Entrust office. Others are often much more complicated. To avoid losing the tax advantages of an IRA, investors must do a lot of things by the book. For example, a purchase offer must be submitted formally by the IRA, not personally by the account owner.

A self-directed IRA must be opened and administered properly by an IRS-approved custodian such as Entrust New Direction IRA. The company strives to simplify a process fraught with perilous legal and tax consequences, according to Humphrey. Like its Webinar co-sponsor, CM Yates, Inc., he said, Entrust aims ultimately to empower individual investors to succeed.

The IRA-Real Estate Investing Webinar is set for Nov. 20 from 4-5 p.m. MST. Individual questions will be answered. Register in advance at www.newdirectionIRA.com or www.cmyatescapital.com.

Disclaimer: This investment is not a security. Information provided herein is not for the purpose of soliciting a security under State or Federal regulations. This information is intended to provide alternatives to stock market investments to private investors, but it is not intended to be a solicitation of a security under SEC rules and definitions. This is intended to be a private borrowing transaction.

Contact Information

  • CONTACTS:

    Bill Humphrey
    Entrust New Direction IRA, Inc.
    303-546-7930

    Christopher Yates
    CM Yates, Inc.
    720-279-1260