THROUGH WHICH TYPES OF IRAs WILL TRINITY ACCEPT INVESTMENT?

We accept commitments from various IRA and retirement accounts such as Traditional IRA, Roth

IRA, SEP IRA, and Inherited IRA.

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WHY SHOULD YOU INVEST IN MEZZANINE DEBT DEALS WITH YOUR IRA?

• You have the opportunity to receive tax-sheltered interest payments within your IRA account, unlike a taxable account.

• Investing in private placement offerings provides portfolio diversification through exposure to real estate and operating companies.

• Trinity Investors maintains relationships with numerous IRA custodians, enabling a straightforward investing process.

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STEPS TO INVEST IRA FUNDS INTO A TRINITY INVESTMENT:

1. Open an IRA account with a compatible self-directed IRA custodian that will custody private placements.

2. Transfer funds into the newly opened account from your existing IRA.

3. Provide Trinity Investors with the IRA account registration (i.e. type and number).

4. Once your account has been added to our system, you’ll complete the Subscription Package to register your commitment for your selected investment.

5. Trinity will then provide the IRA custodian with supporting documentation to establish the investment onto their platform.

6. Once approved, the IRA custodian will wire your IRA funds to our escrow account, establishing your first IRA investment.