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Invest In Real Estate

Q&A: Can You Use Annuity Funds to Buy Real Estate?

Q&A: Can You Use Annuity Funds to Buy Real Estate?

Podcast: Invest In Real Estate

Using retirement funds to buy real estate is a popular way to invest. Can you use annuity funds to buy rental properties? That’s the first question I’m answering on this Q&A episode!

On this episode of Investing in Real Estate, I’m taking three of your intelligent real estate questions. We’re going to talk about buying real estate with annuity funds, fitting refinancing rental properties into a long-term strategy, and the logistics of investing in real estate notes from overseas. Press play to hear my answers to your questions!

On this episode you’ll learn:

  • How to buy real estate using annuities.
  • What to consider about cash out refinances.
  • The terms of buying real estate notes.

How to Buy Real Estate Using Annuities

You can borrow against an annuity to buy real estate, similar to a 401k loan. It’s not withdrawing entirely, but taking a loan on those funds. The terms and conditions will depend on your plan, but my team would be happy to help you figure out your options. You can schedule a free call at morrisinvest.com and select the option that you’d like to use retirement funds to invest.

What to Consider About Cash Out Refinances

I’m sure there’s a scenario in which a cash out refinance makes sense, but for me personally, I’ve never been a fan of going this route. When you get a cash out refinance, you’re getting an entirely new mortgage. I personally prefer using a HELOC instead. It’s an entirely different financial product that doesn’t utilize amortized interest and has a shorter loan length. Run the numbers on both options and see what works better for you.

The Terms of Buying Real Estate Short Notes

At Connect Invest, you can invest in real estate short notes for as little as $500. For eligibility, fill out the form morrisinvest.com/connect to see if it’s a fit for you.

Ask Me a Question at morrisinvest.com/clayton

Episode Resources
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DISCLAIMER: I am not a financial adviser. I only express my opinion based on my experience. Your experience may be different. These videos are for educational and inspirational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. There is no guarantee of gains or losses on investments.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. We recommend them because they are helpful and useful, not because of the small commissions we make if you decide to​ use their services. Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.

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