Tax Efficient Roth IRA Conversions, With Urban Catalyst

Urban Catalyst was a presenting partner at Alts Expo October 2023, a one-day virtual event hosted by WealthChannel. In this webinar, Erik Hayden presents a new tax efficient offering from Urban Catalyst.

Interested In Learning More About This Opportunity?

Click here to visit the Urban Catalyst website.

Webinar Presenter

• Erik Hayden, Urban Catalyst

Webinar Highlights

• Summary of a new ground up multifamily construction fund offered by Urban Catalyst.
• Mechanics of investing in a multifamily project with an IRA, including benefits of converting to Roth during the investment period to take advantage of a reduced valuation.
• Tax advantages available for investing with an IRA or other qualified plan.
• How the “J Curve” works in a typical ground up construction project, and what the resulting devaluation means from a tax perspective.
• Overview of the time horizon and minimum investment for the fund.
• Review of the current San Jose market, including the characteristics that make it attractive to Urban Catalyst.
• Update on Google’s plans in San Jose, including more than $500 million in land acquisitions.
• Timeline for the fund, including the window for Roth IRA conversions.
• Live Q&A with webinar attendees.

Connect With Urban Catalyst

• Urban Catalyst – Official Website
• Urban Catalyst on LinkedIn