Heritage IRA x PPR Capital Management — Lunch & Learn Series
Private Real Estate Credit & Your IRA:
A Conversation Worth Having
Session Recording
Missed the live session? Watch the full recording above at your convenience.
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About This Session
Going Beyond Rentals and Syndications — Understanding Private Real Estate Lending
Joel Landon is joined by Patrick McClatchy from PPR Capital Management for an interview-style discussion about private real estate credit and how self-directed retirement investors are accessing these opportunities.
Many investors are familiar with owning rental properties or participating in real estate syndications. This session explores another growing area of the market — private real estate lending — where investors participate in financing real estate projects secured by underlying assets.
This Lunch & Learn is designed for investors who want to better understand how retirement capital can access opportunities beyond traditional stocks and mutual funds, including real estate-backed private investments.
During This Session, We Cover
- How private real estate lending works and how investors participate in financing real estate projects
- The difference between real estate debt investments and equity real estate deals
- Why private credit has become a growing asset class in today's market
- How lenders evaluate risk and protect investor capital
- The role income-producing credit investments can play in a diversified portfolio
- How Self-Directed IRAs and Solo 401(k)s allow retirement funds to participate in alternative investments
Your Presenters
Joel Landon
Heritage IRA · Joined by Patrick McClatchy, PPR Capital Management
Joel Landon of Heritage IRA is joined by Patrick McClatchy of PPR Capital Management for a candid, interview-style conversation on private real estate credit. Together they break down how debt-based real estate investments work, how they differ from equity deals, and how self-directed retirement accounts can be positioned to access this growing area of the market.
Interested in Learning More?
Have questions about private credit or real estate lending inside a self-directed IRA or Solo 401(k)? Reach out to the Heritage IRA team — we're here to help.
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