This website is for public information purposes only. The inclusion of information regarding the operation of the Fund, the potential for investment in the Fund and properties in which the Fund is invested or considering investment is not intended as, and does not constitute, an offer to make any investment in the Fund or to sell any securities or real estate in the United States, any State or in any other country. For more information please see the DISCLOSURE page of this website.
THE MAESTRO FUND A Private Equity Real Estate Fund
WWW.MAESTROFUND.COM
Retirement Investing
Self Directed Retirement Accounts
Qualified Plans and Retirement accounts such as IRA's, Keough Plans, SEP Plans and Roth's are not limited to investing in stocks and may invest in real estate, partnerships, LLC's, commercial paper, mortgage notes and other instruments. Major pension funds and institutional portfolio managers frequently advocate for a diversified portfolio that includes anywhere from a 10 - 30% allocation to commercial real estate.
Commercial real estate is a unique investment in that it offers the potential for both income and appreciation with less volatility than a combination of stocks and bonds. When added to a portfolio of stocks and bonds, real estate provides investment characteristics that can elevate overall return, hedge inflation and significantly lower portfolio risk.
There are a number of prohibited transactions for Self-Directed Retirement Accounts. These include the borrowing of money from your IRA, selling your own property to your IRA, unreasonable compensation to yourself for managing your IRA and using your IRA as security for a loan. Direct investment in collectables, which include works of art, rugs, antiques, coins and other such items is also prohibited as is investing with an immediate family member. There are further prohibitions that relate directly to real estate such as leasing your property to yourself, your ascendants or descendants. A qualified Administrator assures that you invest in ways that do not disqualify your plan.
Many of The Maestro Fund’s investment options are designed for Retirement Account investment and are prequalified for such investment by Pensco Trust Company, who maintains local offices at:
Pensco Trust Company
104 Congress Street
Portsmouth, NH 03801
603-433-2626
www.pensco.com
Pensco Trust Company
250 Montgomery Street, 3rd Fl.
San Francisco, CA 94104
800-969-4472
www.pensco.com
For more information on retirement fund investing visit their website or contact
other Trustees and Custodians among whom are:
Entrust Administration Inc
555 12th Street Suite 1250
Oakland, CA. 94607
800-392-9653
http://www.entrustadmin.com/
Lincoln Trust
PO Box 5831
Denver Co. 80217
800-825-2501
Sterling Trust Company
PO Box 2526
Waco, TX 76702
800-955-3434
CAN Trust Corporation
3080 South Bristol Street
Costa Mesa, Ca 92626
800-274-8798
For reference material on self-directed IRAs:
IRA Wealth: Revolutionary Strategies for Real Estate Investment by Patrick W. Rice with Jennifer Dirks, 2003, Square One Publishers, 516-535-2010
