ira investments and opportunities

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Welcome to The IRA Club Series IRA Investment Ideas and Opportunities

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IRA Investment Ideas and Opportunities Today’s webinar will be hosted by Dennis Blitz President of The IRA Club

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IRA Investment Ideas and Opportunities Each month The IRA Club introduces their clients to at least two companies that offer investments qualified for IRA investing. We have opened today’s webinar to IRA Club clients and guests.

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IRA Investment Ideas and Opportunities The Investment Ideas presented at today’s webinar are for information only. This is not an offer to buy or sell. If you have questions or seek additional information regarding any investment discussed today please contact the presenter directly. This webinar is not a replacement for your own research and fact finding.

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IRA Investment Ideas and Opportunities The IRA Club is pleased to answer your questions regarding Self Directed IRAs. The IRA Club makes no investment recommendations.

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IRA Investment Ideas and Opportunities Have a Questions? Just type your question in the “Chat box” in the lower left hand side of your screen.

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“How to Survive and Prosper in these Uncertain Times” by Matthew R. Rasche

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The Investor’s Trilemma Investors always look to maximize their position. There are three factors investors always want to maximize in any investment. Security (likelihood the investment will continue to perform at expected levels) Strong Cash Flow Strong Returns The Investor’s Trilemma is that with any traditional investment product, only 2 out of the 3 above factors can be met at any one time. It is nearly impossible to accomplish all three of these factors. Until now.

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Introducing the A.S.P.I.R.E Program Annuity Secured Passive Income Real Estate Annuity (noun): a contract or agreement by which one receives payments on an investment for a lifetime or specified number of years. A.S.P.I.R.E (acronym): A program that achieves passive income through fractional debt-free ownership of investment-grade real estate, which is leased to nationally rated tenants.

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What is Investment-Grade Real Estate? It is totally transparent It offers strong cash flow It offers strong appreciation potential It is insured It is guaranteed It is passive and affordable through the A.S.P.I.R.E Program It can be acquired at bargain prices It offers tax shelter through depreciation It offers tax deferral It acts as a hedge against inflation

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What is an Absolute Triple Net Lease? An absolute triple net lease is a lease where the tenant bares all possible risk and expense to the property. The tenant also has the responsibility to rebuild the building if it is damaged or destroyed. This means that under ANY circumstance the tenant is obligated to pay the full rent and bare all expenses associated with the property. This is the safest and most comprehensive form of lease from the standpoint of the landlord. Land and Structure Vs Ground Lease

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Examples

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Self-Directed IRAs Self-Directed IRAs are pretty much what they sound like. A Self-Directed IRA allows an investor to hold alternative assets such as real estate, gold, diamonds, oil and other investments, in their retirement accounts. Instead of being stuck with mutual funds, stocks and bonds, investors can now re-position a portion of their retirement into Real Estate. Interesting Fact: There are currently $4.7 Trillion in retirement funds

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So what was this A.S.P.I.R.E business again? Let’s use a simple example. There is a Burger King for sale. It would be $1,700,000 for an individual to buy. Many people don’t have that kind of money laying around and in today’s economy, many are unable or unwilling to take on a large amount of debt. Enter the A.S.P.I.R.E program. 34 Investors contribute $50,000 each and the group purchases the property with NO DEBT There are ZERO landlord responsibilities and each fractional owner gets a check every month

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Evaluation of Owning Walgreens Stock VS Walgreens A.S.P.I.R.E This evaluation begins in July 2005 through present, assuming an investor had the choice between investing $235,000 in Walgreens Stock and $235,000 in a 1/20th A.S.P.I.R.E Walgreens product. VS

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Principal Value of Walgreens Stock In July 2005, the stock was at $45.33 per share. In July 2010,the stock is at $28.14 per share. This is a loss of principal value (excluding inflation) of $17.19 per share, or 38% of principal value. Of the $235,000 investment, there is a present value of $145,877.

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Principal Value of A.S.P.I.R.E Walgreens Interest In July, 2005, $235,000 was invested in a 1/20th share of a Walgreens Building. Due to consistent revenue and a strong location, there has been no loss in Principal Value.

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Side By Side Comparison

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Revenue Comparison Over the 5 year span of the investment, the Rental Income from the A.S.P.I.R.E interest has generated $86,284 in steady cash flow and the Stock has generated $10,139.90 in dividends.

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Complete Comparison Walgreens Stock Gain on Stock: ($89,122.20) Dividends: $10,139.90 Total Value of Investment $156,017.70 Gain/Loss: ($78,982.30) Annualized Return: (6.7%) A.S.P.I.R.E Interest Gain on Asset: 0 Rental Income $86,284 Total Value of Investment $321,284 Gain/Loss: $86,284 Annualized Return: 7.34% A.S.P.I.R.E provides over a 14% better return PER YEAR!

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Closing Remarks

Benefits of Managed Futures in Your IRA : 

Benefits of Managed Futures in Your IRA Presented By: Tim Bodnar Managing Director Huron Investments

Who we Are : 

Who we Are Huron Investments is an Independent Full-Service Financial Consulting firm specializing in helping clients incorporate alternative assets into their existing traditional asset class portfolio. We have over 10 years of investment industry experience and our clients have access to the top performing managed investment portfolios.

Investment Universe : 

Investment Universe Traditional Asset Classes Cash Bonds Equities Alternative Asset Classes Hedge Funds Managed Futures Private Equity Other Alternative Assets L.L.C. Real Estate

What Are Managed Futures? : 

What Are Managed Futures? Managed Futures: Represents an industry comprised of professional money managers known as commodity trading advisors who manage client assets on a discretionary basis, using the global futures market. Futures are Contracts that promise the future delivery of a commodity at a specified price. They are used for hedging and a very liquid. Some Examples of Futures Contracts are Gold, Silver, Crude Oil, Natural Gas, Livestock, Grains, and Market Indexes such as the S&P 500

Futures Vs. Equities : 

Futures Vs. Equities Liquidity Tax Advantages Leverage Highly Regulated Industry

Commodity Trading Advisor (CTA) : 

Commodity Trading Advisor (CTA) Professional Money Manager who specializes in Options and Futures Contracts Heavily Regulated by CFTC and NFA Series 3 Licensed Segregated Funds through a Futures Clearing Merchant (FCM) Audited Frequently

Strategies : 

Strategies Various CTA's will specialize in different strategies some common strategies are: Spreads Premium Selling Iron Condor

Benefits of Managed Futures : 

Benefits of Managed Futures Lower Overall Portfolio Risk Tax Advantages Enhance Overall Portfolio Return Highly Regulated Industry Broader Diversification Opportunity to Profit in Any Economic Environment. Hedge Against Othe Portfolio Holdings.

Lower Portfolio Risk : 

Lower Portfolio Risk Dr. John Lintner, Harvard University, Managed Futures Study: “The Potential Role of Managed Futures Accounts in Portfolios of Stocks and Bonds.” “the combined portfolios of stocks (or stocks and bonds) after including judicious investments. . . in leveraged managed futures accounts show substantially less risk at every possible level of expected return than portfolios of stocks (or stocks and bonds) alone.”

Next Steps of Action : 

Next Steps of Action Your IRA IRA Club Huron Investments (FCM/CTA)

Contact : 

Contact Tim Bodnar Managing Director Huron Investments 233 S Wacker Dr 84th Floor Chicago, IL 60606 312-714-9112 info@huroninvestments.com www.huroninvestments.com