Free Live Webinar · Self-Directed IRA Investing

Your IRA Can Invest in Real Estate. It's Easier Than You Think.

Terian Capital's Ian McCook learned the self-directed IRA process firsthand — today, over $2M of Terian's fund has been invested through IRAs. Now he's teaming up with the specialists at Horizon Trust to teach you the same playbook: how the accounts work, how simple it is to set one up, and how retirement dollars can own private Florida real estate.

Monday, October 6, 2026

1:00 PM ET · 60 minutes

Live on Zoom · Recording Sent to Registrants

How self-directed IRAs let you hold private real estate

Rolling an existing IRA or old 401(k) into a self-directed account

Inside Terian's Florida development pipeline — and live Q&A

The Opportunity

Nearly $20 Trillion Sits in IRAs. Less Than 5% Owns Real Assets.

Most retirement accounts are limited to stocks, bonds, and mutual funds — not because that's the law, but because that's all most custodians offer. A self-directed IRA opens the door to real estate: a tangible, collateralized asset class, inside the same tax-advantaged account you already have.

THE POOL $19.9T held in U.S. individual retirement accounts — now larger than every 401(k)-style employer plan combined.

THE GAP

of IRA money is self-directed into alternatives like real estate. The rest rides the public markets.

THE TREND

IRAs' share of all U.S. retirement assets — up from 24% two decades ago, driven by 401(k) rollovers.

Sources: Investment Company Institute, The US Retirement Market (Q2 2026) and The Role of IRAs in US Households' Saving for Retirement (2025); industry custodian estimates of the self-directed IRA segment.

Your Hosts

Two Perspectives. One Hour.

The developer's view of Florida's growth cycle, paired with the custodian's playbook for putting retirement capital into private real estate.

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Ian McCook Managing Partner · Terian Capital

Ian brings more than 30 years of development industry and project experience to Terian Capital. He went through the self-directed IRA process as an investor himself — and now teaches others how to do the same alongside Horizon Trust.

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[GUEST SPEAKER NAME] Self-Directed IRA Specialist · Horizon Trust

[1–2 sentence bio: Horizon Trust helps investors establish and administer self-directed IRA accounts for alternative investments, including private real estate.]

Who Should Attend

Built for Investors Who Want Their Retirement Capital Working Harder.

Whether you already invest through a self-directed IRA or are hearing about them for the first time, you'll leave with a clear picture of how the accounts work and the concrete next steps to open one — with hands-on help from Horizon Trust.

Educational event. Fund participation is limited to accredited investors under a Regulation D Rule 506(c) offering.

Current IRA & 401(k) holders Learn what a rollover to a self-directed custodian actually involves.

Real estate believers See how private Florida development fits inside a retirement account.

First-time SDIRA investors Get the basics, the pitfalls, and help establishing a new account.

Existing Terian investors A look at what's next in the pipeline — and your questions, answered live.

Can't make it live? Register anyway.

Every registrant receives the full recording and a follow-up from our investor relations team. But the live Q&A only happens once — October 6 at 1:00 PM ET.

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