Raise More Capital by Unlocking Retirement Account Investors
Equity Institutional Services helps real estate sponsors, fund managers, and advisors access a powerful pool of investor capital through a streamlined, sponsor-first custody solution, backed by dedicated support and proven experience.
Raise More Capital by Unlocking Retirement Account Investors
Equity Institutional Services helps real estate sponsors, fund managers, and advisors access a powerful pool of investor capital through a streamlined, sponsor-first custody solution, backed by dedicated support and proven experience.
Claim Your Capital Raise Guide
Equity Institutional Services helps real estate sponsors, fund managers, and advisors access a powerful pool of investor capital through a streamlined, sponsor-first custody solution, backed by dedicated support and proven experience.
In this guide:
Learn how sponsors grow their investor base
Understand the role of self-directed retirement accounts
See how they can support your capital raise strategy
Raise More Capital by Unlocking Retirement Account Investors
Equity Institutional Services helps real estate sponsors, fund managers, and advisors access a powerful pool of investor capital through a streamlined, sponsor-first custody solution, backed by dedicated support and proven experience.
Book a Strategy Call
Talk with a retirement account specialist about your current or upcoming raise. Trusted by leading real estate sponsors, advisors, and alternative investment firms nationwide.
Who We Serve
We provide custody solutions for:
Real Estate
Syndicators
Syndicators
Private Equity Fund Managers
Registered Investment Advisors
Venture Capital
Principals
Principals
Who We Serve
We provide custody solutions for:
Real Estate Syndicators
Private Equity Fund Managers
Registered Investment Advisors
Venture Capital Principals
Why Use Retirement Accounts in a Capital Raise?
Most sponsors overlook one of the largest sources of available investor capital.
Retirement accounts often represent a significant portion of an investor’s available capital
Allow existing investors to increase allocations without new cash
Tax-advantaged returns can enhance long-term investment outcomes
IRAs allow investors to participate in opportunities they understand, including private real estate
Why Use Retirement Accounts in a Capital Raise?
Most sponsors overlook one of the largest sources of available investor capital.
Retirement accounts often represent a significant portion of an investor’s available capital
Allow existing investors to increase allocations without new cash
Tax-advantaged returns can enhance long-term investment outcomes
IRAs allow investors to participate in opportunities they understand, including private real estate
Why Equity Institutional Services?
Flexible, Sponsor-Focused Servicing
Support a wide range of account types: Traditional, Roth, SEP, SIMPLE, Solo 401(k), and HSA
Tailored approach for each sponsor
Dedicated institutional representative
Fast, efficient onboarding
Transparent flat-fee structure
Technology That Reduces Friction
Sponsor-friendly tools that streamline administration
Visibility into investor progress and funding status
Fewer follow-ups, less paperwork, faster funding
Industry Recognition
Trusted relationships across the alternative investment industry
Recognized by Forbes Advisor
Built for Real Estate Sponsors
Support for Common Real Estate Offering Structures
Subscription processing and custodial administration for retirement-account investors
Experience across syndications, funds, secured notes, and multi-entity structures
A guided supportive investor experience that keeps your team focused on raising capital, not paperwork
Built for Real Estate Sponsors
Support for Common Real Estate Offering Structures
Subscription processing and custodial administration for retirement-account investors
Experience across syndications, funds, secured notes, and multi-entity structures
A guided supportive investor experience that keeps your team focused on raising capital, not paperwork
Talk With Our Team
Have questions about your fund or capital raise? Our team is here to help.
Talk With Our Team
Have questions about your fund or capital raise? Our team is here to help.
OR
Claim Your Capital Raise Guide
Learn how real estate sponsors and fund managers grow their investor base by integrating self-directed retirement accounts into their capital strategy.
Claim Your Capital Raise Guide
Learn how real estate sponsors and fund managers grow their investor base by integrating self-directed retirement accounts into their capital strategy.
Talk With Our Team
Have questions about your fund or capital raise? Our team is here to help.
Equity Institutional Services provides dedicated support and administrative solutions for institutional clients of Equity Trust Company. Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
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