Dani Lynn Robison

Tax Structure & Accounts
Dani Lynn Robison

Self-Directed IRA Rules for Buying Rental Property

Most people researching self-directed IRA rules have a specific plan in mind: buying a rental property with retirement money, often through a setup called a checkbook IRA. Your IRA is allowed to own that property. What costs investors their tax protection is who the IRA does business with after it

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Evaluating and Managing Investments
Dani Lynn Robison

Investing in Assisted Living: What Accredited Investors Should Know

Most investors who look at assisted living see a demographic story. The first baby boomers turned 80 this year, and there aren’t enough beds waiting for them. But the other half of the story gets less attention. The banks that used to finance these communities have pulled back just as

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Accredited Investor Resources
Dani Lynn Robison

Yieldstreet Reviews (Now Willow Wealth) and Alternatives

Most investors reading Yieldstreet reviews want to know one thing: whether the platform, now called Willow Wealth, deserves their money. The reviews can tell you what went wrong there, but they can’t teach you how to spot the same warning signs on the next platform you consider. It’s worth looking

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Evaluating and Managing Investments
Dani Lynn Robison

Top 9 Real Estate Funds (And How They Work)

Most investors searching for real estate funds start with a familiar short list: a well-known REIT, a Vanguard or Schwab ETF, maybe an actively managed fund an advisor mentioned. Those are solid choices, but every one of them is built on publicly traded stocks, so your real estate rises and

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Accredited Investor Resources
Dani Lynn Robison

Senior Housing Investing: A Guide for Accredited Investors

Investors hear “senior housing” and see a demographic inevitability: more than 11,000 Americans turning 65 every day, a nationwide shortage of care facilities, and occupancy rates above 90%. The opportunity looks obvious. But senior housing is the only major real estate asset class where you’re also investing in an operating

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