12/04/2025
Today I’m joined by Paul Herbes of Equity Institutional Services for a deep dive into self-directed IRAs (SDIRAs) and how investors use them to move capital from Wall Street into real estate, private placements, 1031 exchanges, solo 401(k)s, and other alternative assets.
Most investors don’t realize they can use retirement funds to invest in real estate or private deals. Paul breaks down exactly how SDIRAs work, the role of a true custodian, what’s allowed (and not allowed), how investors diversify into alternatives, and why so many people are shifting their portfolios away from traditional stocks and mutual funds.
We cover:
• What a self-directed IRA really is
• Why “self-directed” is often a marketing term
• How SDIRAs fund real estate, syndications, secured notes & private equity
• Checkbook IRAs, solo 401(k)s, and 1031 exchanges
• Typical investor behavior when moving from Wall Street to Main Street
• Risks, rewards, and misconceptions about alternative investments
• Minimums, investor requirements, and what custodians actually do
• How job changes free up old 401(k)s for SDIRA investing
• What investment sponsors must provide to onboard their offerings
• Why real estate is the #1 alternative asset for new SDIRA investors
If you’re curious about using retirement funds to invest outside the stock market, this conversation is a great place to start.
📩 Contact Paul Herbes (Equity Institutional Services)
PAUL HERBES
Account Executive
140 N Phillips Ave
Suite 201
Sioux Falls, SD 57104
P: (605) 799‑8620
TrustETC.com
📌 Contact John Marion / Alpha Dog Capital
If you’d like to connect with John Marion for real estate guidance, professional insights, or general strategy discussions, you can schedule a call here:
https://calendly.com/johnmarion/alpha-dog-capital-intro-call
Alpha Dog Capital
Canton, GA 30114
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Alpha Dog Investments LLC dba Alpha Dog Capital is a real estate investment company based in Canton, Georgia. 👇