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.

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Webinar Presenter

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.

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Jimmy Atkinson
Jimmy Atkinson

Jimmy is co-founder and co-CEO at WealthChannel.