Invest Aiming for Monthly Income Plus Growth Through Your IRA

Did you know your Aquinas Senior Living investment can be funded through a self-directed IRA?

If you’re reading this, you already know what we’re working toward: acquiring, upgrading, and operating mid-market senior living communities across the Mid-Atlantic—delivering dignified, empathy-first care while targeting a 10% annualized return, distributed monthly plus growth.

What you may not know is that you can fund your Aquinas investment through an IRA.

A self-directed IRA allows you to invest in alternative assets, including ours. You keep all the core benefits of an IRA while gaining the flexibility to diversify beyond public markets. This means putting your retirement capital to work in a sector where demand is driven by demographics, not market sentiment.

When you begin the investment process by clicking the invest button on our offering page:

• Select IRA as your investor profile type
• Choose your existing self-directed IRA provider from the dropdown menu (or select Other and enter your provider’s information)
• Enter your IRA account details

From there, DealMaker (our broker-dealer) sends the subscription agreement and wire instructions directly to your custodian, who initiates the funding on your behalf. No need to move cash outside your IRA personally.

(If you need to open a self-directed IRA account, please contact us.)

The potential added benefit: both the distributions received, and the future potential growth of the equity in your investment inside an IRA may grow tax-deferred—or, in the case of a Roth IRA, potentially tax-free.*

It’s the season everyone is thinking about IRAs.

You can invest through a self-directed IRA by clicking the “Invest Now” button on our offering page.

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We’re opening the doors to Wynwood House on March 26th. Join us live for a complimentary virtual tour, hear from our leadership team, and get a clear look at the investment behind it.

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Interested in learning more about Aquinas Senior Living?

Learn About our Communities
Visit our Offering Page
Watch our Explainer Video
Review our Investment Guide
Visit our Corporate Website

*Aquinas Senior Living does not provide tax planning or individualized investment advice. Please consult with a qualified tax professional to understand what applies to your situation.