Equity Trust Company

We’re thrilled to be named again as a NorthCoast 99 award winner for the 12th time! It’s an honor to be recognized among the top workplaces in Northeast Ohio. The award celebrates companies that excel at attracting top talent and building supportive, engaging work environments, something we care deeply about. We also received the Award of Excellence for the Finance and Insurance industry.  A heartfelt thank-you to our entire team. Your dedication continues to make this possible.  #NC99 #NorthCoast99 #EquityTrust 

What do you do when your IRA owns real estate but it’s time to take your required minimum distribution? One investor faced that exact challenge and found a way to meet her RMD without selling the property. Learn more about this investor’s story – link in bio/comments. ##realestateinvesting #rmd #equitytrust

Misunderstandings about self-directed IRAs can keep investors from exploring their full potential. We break down five common misconceptions and share practical considerations to help you decide if a self-directed IRA fits your retirement goals. Learn more – link in bcomments #sdira #investing #equitytrust

Retirement capital is often overlooked, but it could be the key to your next raise. At Equity Institutional Services, we help investment sponsors and advisors unlock retirement accounts as a powerful source of investable capital. Why Choose Retirement Accounts for Capital Raise?  -Often an investor’s largest pool of capital  -Potential for tax-deferred or tax-free growth  -Ability to reinvest in alternative markets investors already know and trust We specialize in making IRA investing seamless for sponsors, RIAs, and investors alike through investor education, efficient onboarding, and trusted support. If you're looking to streamline retirement investing as part of your capital raise, let’s connect! Schedule a meeting with our team – link in comments   #equityinstitutional #capitalraise #alternativeinvestments #equitytrust 

What’s a Trump Account, and why is it being compared to a traditional IRA for kids? In this video, our Director of Education John Bowens explains the basics of this new account structure, including how it’s funded, who qualifies, and how it changes once the child turns 18. Discover more – link in comments #sdira #retirementaccounts #equitytrust

Is it possible to manage stocks, real estate, crypto, and more – all in one IRA? Jamie, one of our IRA Counselors, shares how the Equity Universal IRA at Equity Trust lets you do just that. Explore the possibilities – link in bio. #universalira #retirementinvesting #equitytrust

Many investors don’t realize what happens when it’s time to take a required minimum distribution (RMD), but your IRA holds real estate, not cash. In this episode of Getting Real, find out how one investor met her distribution requirement without selling the property. Check out the full story – link in bio #retirementinvesting #gettingreal #equitytrust

Thinking about buying your next investment property before selling your current one? A reverse 1031 exchange might make it possible while keeping your tax-deferral benefits intact. Join 1031 Exchange for a free webinar to discover how a reverse 1031 exchange works, when investors use it, and the key rules to know, so you can better understand your options before your next move. Sign up link is in the comments!

How long do Texas homes stay on the market? Did foreclosures increase or decrease this quarter? Inform your real estate investment decisions with these data insights and more in our free Texas Q2 Real Estate Market Report -- link comments! #realestateinvesting #realestatedata #texasrealestate

Real estate investors: big tax law changes are here. Signed into law this summer, the One Big Beautiful Bill Act brings sweeping tax updates—some of the biggest in years—that could reshape real estate investing strategies for the long term. From preserving 1031 exchanges to making the 20% QBI deduction permanent, expanding SALT deductions, and boosting Opportunity Zone incentives—this legislation may unlock new ways to grow and protect your portfolio. See how the new law could benefit you—and what to discuss with your tax advisor before your next move: link in comments. #RealEstateInvesting #TaxStrategy #1031Exchange #OpportunityZones #SelfDirectedIRA #EquityTrust