EP 499 - Discover how Carl Fischer & Matt Moore helped 1,500+ capital raisers tap into self-directed IRA capital for real estate syndications.
“What if the biggest untapped source of capital for real estate syndications is already sitting inside retirement accounts?”
Discover how Carl Fischer and Matt Moore break down how they’ve helped over 1,500+ capital raisers unlock self-directed IRA and qualified retirement capital for alternative investments. They explain why many successful sponsors raise 50–60% of their capital from retirement accounts, how “sticky” IRA capital creates stronger long-term investor relationships, and why most investors still don’t realize they can legally use IRAs, 401(k)s, HSAs, and other tax-advantaged accounts to invest in real estate syndications. The conversation dives deep into the misconceptions surrounding self-directed IRAs, the importance of simplifying investor education, and how sponsors can use webinars, Q&A sessions, CRM systems, and strategic communication to attract and retain retirement capital. Carl and Matt also share practical insights on investor psychology, market trends, due diligence, risk management, AI-driven research, and why consistent communication—not flashy returns—is what ultimately builds trust and keeps investors coming back. For sponsors, capital raisers, and investors looking to scale smarter in today’s market, this episode delivers a tactical roadmap for leveraging one of the largest pools of capital in the world.
5 Key Takeaways on this episode:
- Retirement capital can become a major funding source
Many successful sponsors raise 50–60% of their capital from self-directed retirement accounts. - Most investors still don’t know they can use IRAs for syndications
Education and simple conversations can unlock entirely new capital sources. - Communication and trust matter more than flashy returns
Investors stay loyal to sponsors who consistently communicate and remain transparent during challenges. - Sponsors don’t need to become IRA experts
Leveraging third-party administrators like CamaPlan simplifies the process and increases investor confidence. - AI and due diligence groups are changing investor behavior
Investors are becoming more sophisticated, collaborative, and research-driven in evaluating deals and operators.
About Tim Mai
Tim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.
He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.
He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares.
He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.
Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.
Connect with Tim
Website: Capital Raising Party
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