Several trends could signal a unique opportunity for investments made within Self-Directed IRAs.

During the past year, the real estate market has witnessed a notable surge in available properties for sale, with inventory levels almost doubling in numerous regions. This upswing in availability can be attributed to a confluence of factors, including a rise in new housing developments and a deceleration in home sales.

The Impact of Increased Inventory

According to recent statistics from the Federal Reserve Bank of St. Louis, the number of homes listed for sale in the United States nearly doubled during the past 12 months. In May 2024, approximately 787,722 homes were on the market, a stark increase from just over 582,441 in May 2023. This upward trend in inventory is observable across various individual markets nationwide, offering numerous opportunities for investors. With diverse properties available, investors are better positioned to locate deals that best meet their investment objectives.

This shift in the market landscape presents promising opportunities for real estate investors leveraging Self-Directed IRAs. The increased inventory affords investors a broader selection of properties, potentially enabling them to secure more advantageous deals or properties that align more closely with their investment strategies.

Rising Demand in Short-Term Rental Markets

For those focused on short-term rental investments, the current market conditions suggest both challenges and opportunities. Short-term rentals can offer higher rental yields and greater flexibility compared to traditional long-term rentals. However, it is crucial for investors to thoroughly assess market conditions and potential risks before committing to a short-term rental property.

In 2023, despite a dip in Revenue Per Available Room (RevPAR), the demand for short-term rentals remained robust, driven by increased travel and shifting consumer preferences toward flexible, self-contained accommodations. Despite the drop in RevPAR, many operators managed to maintain high occupancy levels and steady revenue streams.

Signs of a Favorable Real Estate Investment Climate

The macroeconomic landscape for real estate investment through a Self-Directed IRA is showing signs of notable improvement, with several indicators signaling a robust and potentially expanding market.

  • Gross Domestic Product (GDP) growth. Positive GDP growth serves as a powerful barometer of economic health. Recent data reveals that the U.S. GDP is advancing at a consistent pace, demonstrating a stable economic environment favorable for real estate investments.
  • Property value stability. Despite the uptick in mortgage rates, home prices have remained stable. This resilience in home prices indicates enduring housing demand and suggests buyers are successfully managing the escalated costs associated with higher mortgage rates.
  • Prospective rate cuts. According to CME FedWatch, market expectations lean toward a reduction in Federal Reserve interest rates in the near future, which could result in decreased mortgage rates and consequently bolster demand for real estate. Declining interest rates are anticipated to enhance affordability for potential homebuyers, thereby possibly invigorating demand within the real estate sector.

As the economy continues to recover post-pandemic, positive GDP growth, stable home prices despite rising mortgage rates, and anticipated interest rate cuts are signs that favorable macroeconomic conditions are beginning to emerge. These budding trends could signal a unique opportunity for investments made within Self-Directed IRAs.

As always, it is critical that investors understand due diligence and a thorough evaluation of the potential risks and rewards are necessary for any financial or investment decision. This process should include carefully examining potential properties and market conditions. It’s important to keep in mind that real estate markets can be volatile and change rapidly. Additionally, working with a qualified Self-Directed IRA administrator or custodian can help ensure compliance with IRS regulations and prevent legal issues.

Categories | Article | Market & Trends
  • Tara Bogard

    Tara Bogard is the SVP of Business Development for Digital Trust and has over 10 years expereience is the self-directed reitrement plan and alternative asset space. Tara has played an intregral role in creating exponential growth in the firms assets under custody. Tara's ability to think critically and out of the box is a tremendous asset to the team. Tara holds a Masters degree in business with a focus are on Organizational Communication from Murray State University, and a Bachelors degree in Organizational communication also from Murray State University.

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