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Real Estate Check List

Purchasing and Selling Real Estate within in your Self Directed IRA is one of the most popular investments. We have created the following check lists to use when buying or selling Real Estate.

Please Note: The following purchase/sale check lists are only basic guidelines and represent the minimum required by Horizon Trust Company to complete your transaction. Each real estate transaction is unique and could require more documents and/or steps than those outlined on our check lists.

Horizon Trust Company advises all our clients to use real estate professionals when buying and selling real estate through their IRA. Below are buying and selling real estate checklists to ensure all required steps are met. Please download and complete the necessary form when buying or selling real estate with your Horizon Trust self directed IRA account.