How it works
Learn. Open. Fund. Invest. Operate.
A visible, five-step path from retirement saver to real-estate-capable investor — with human support and status you can see.
Step 01 — Learn
Understand the account and the rules
Which accounts qualify, what real estate an IRA can own, and the guardrails that keep it compliant. No jargon, no pressure.
Step 02 — Open
Open the right account
Traditional, Roth, SEP, or SIMPLE — set up online with support if you want it.
Step 03 — Fund
Transfer or roll over
Move eligible retirement funds from an old 401(k) or IRA. We organize the paperwork and routing.
Step 04 — Invest
Submit your real-estate investment
You choose the deal; we process the transaction workflow and route custodial approval.
Step 05 — Operate
Track everything
Documents, expenses, valuations, and status — visible in the Maple Mark Portal.
Role boundaries: Only Real Estate IRA provides front-line support and onboarding. Custodial approval, transaction processing, and tax reporting are provided by the regulated custodian. We do not recommend or approve investments.
Ready to take the first step?
Check your eligibility, or talk to a person who speaks real estate and the rules.