Freedom Growth - specializing in self directed IRA real estate investing
specializing in self directed IRA real estate investing for small businesses and individuals
 

Small Business Self Directed Retirement Plans with Freedom Growth
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FREEDOM GROWTH:
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What We're Talking About: Self Directed Retirement Plans

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Our online press kit contains information about Freedom Growth and its principles. If you require additional information about our content and/or services or would like to arrange for interviews with our executives, please contact our press department .

PRESS CONTACT:
Brooke Coe
Marketing & PR Inquiries
Brooke@FreedomGrowth.com

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CORPORATE OVERVIEW

Freedom Growth is a California-based company that helps individuals diversify their retirement savings with real estate through self-directed IRAs. Freedom Growth educates individuals and small business owners who are unsatisfied with the returns they’re getting in their IRAs and 401(k)s and provides them with alternative investment options utilizing real estate. We provide guidance and education on the process of asset conversion into a wide range of self-directed accounts, present a range of real estate investments that are personalized for each investor and report regularly on the progress of each investment that clients make through us. If actual property is secured, we have established strategic alliances with key partners for every step in property procurement, renovation, management and ultimately liquidation. Our ability to manage all facets of a real estate investment allows our clients to invest confidently and passively, knowing that companies who are experts in their respective fields are handling their investment with the utmost professionalism.

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MARKET TRENDS
To date, the market trend for retirement planning has been to purchase from a selection of mutual funds offered by retirement account custodians.  Consumers are now questioning the current model with the economy topping the headlines and they’re willing to become more active advocates of their own retirement accounts.

  • Currently, only 2-3% of the total households use self-directed IRAs.  This is the fastest growing segment in the total IRA market with 25% growth per year expected versus 8% growth for the segment as a whole.  Most retirement accounts are undiversified, purely invested in the stock market, and would benefit from alternative, higher-yielding opportunities such as real estate.
  • The real estate market is very close to bottom from its peak in 2006 providing an opportunity for investors to enter at the beginning of the next real estate cycle.  Freedom Growth gets our clients invested at or near the bottom of this cycle and advises them to hold until the next boom or when they're ready to retire. At that time, we help them liquidate their real estate investment.
  • The U.S. and most foreign stock markets are in a bear market position. As of October 2008, investors have lost $2 trillion dollars in net worth over the last 15 months. The overall trend for the next 8-12 years is for a volatile, flat market as the U.S. recovers from the current recession and looks for the next social trigger to drive the next wave of the markets growth. In the next 8-12 years, real estate will provide investors a better return in their retirement account than the stock market.
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MARKET GROWTH
In the first half of 2008, retirement portfolios were making modest gains through traditional investment methods, stocks and mutual funds.  However in Q3, the market took the largest dive since the Great Depression.  This has been a wake-up call for investors who now realize that status-quo is no longer acceptable.  They are now aware that they need to become more actively involved with how their money is invested.  Most however do not have the answers and are leery of financial planners trying to keep them invested as usual or even increasing their holdings in the stock market. With this unsettling of investors, self-directed IRAs and diversified options such as real estate investments are prime for growth. 

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SERVICES
Freedom Growth offers all the services (either through us directly or through strategic partnerships) clients will need to take their stagnant retirement accounts and make them more profitable through real estate.

  • Our recommended CFP’s and CPA’s will determine what type of self-directed account a client needs and how much should be dedicated to each investment class, including real estate.
  • Our ERISA attorney partners will help convert your standard 401(k) into a more robust plan that allows for self-directed investing.
  • Our recommended IRA Custodians will work with clients to get their new self-directed account established and will handle all the financial components of the transaction.
  • Our legal professionals will monitor each investment to ensure that it corresponds to IRS and DOL regulations. We also partner groups of investors together to create LLC’s.
  • With our real estate investment professionals, we'll help clients find an investment that best fits their retirement strategy.
  • Our Lender partners know how to work with investment transactions and will get the best terms possible for each deal.
  • Our Escrow and Title teams understand these deals and will ensure a quick and painless escrow process.
  • Our Interior Designer-led renovation team knows how to renovate properties for high-design at a value price to yield the highest rent/occupancy possible for the area.
  • When an investment is made with us, we’ll provide ongoing vigilance and market analysis. We will provide semi-annual reports on the market value and existing ROI of each investment.
  • Our Property Management team will manage the properties so investors don’t have to worry about tenant or maintenance issues.
  • Then when the time is right, Freedom Growth will help liquidate investments obtaining the highest return possible.
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IN THE NEWS

Recent Hits in the Press:

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Unlock Your Wealth Radio
Original Air Date: 11/14/2009 10:00 AM

Unlock Your Wealth Radio - Week 45

This week we hope for the best and plan for the worst with a special Investor's Edge guest David Coe, founder of Freedom Growth. Tune in to learn how to plan for your retirement with real estate investing through self directed IRA's. In the second our, Niki Payne, Unlock Your Wealth's Protege, to find out how she has worked trough some of the challenges from last week.

Listen To the Interview Now >>

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Our Blook

OurBlook.com, March 2009

David Coe on Capitalizing on New Opportunities During the Current Recession

Let's assume people have some money left after the carnage in their 401k's and/or IRA's. What would be a smart strategy for them to protect that money and build it back up again?

Read More >>

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Divine Caroline

It's Not the 401(k) That Needs Fixing

Rapidly declining account balances are raising questions about how Americans save for their retirement. But is the 401(k) or IRA really to blame for this mess or are the Wall Street custodians that manage them to blame?

Divine Caroline

Why IRA Real Estate is a Good Idea
Featured on Career & Money Homepage 12/16 & 12/17

There’s been much talk lately about the pros and cons of real estate purchased through your IRA. I suppose I’ll start off with the fact that my husband is a real estate professional who specializes in IRA real estate purchases. Why? Because real estate is an excellent investment to hold within an IRA.

Associated Content
Associated Content, November 26
, 2008

Market Downturn Shatters Faith in Stocks

Rapidly declining account balances are raising questions about how Americans save for their retirement. But is the 401(k) really to blame for this mess or are the custodians that manage them?

Associated Content
Associated Content, November 26
, 2008

West Coast Markets Provide Solid Investment Opportunities

There are many fundamentals that drive a successful real estate market. But the two most important factors are job and population growth

Associated Content
Associated Content, November 26
, 2008

It's Not the 401(k) That Needs Fixing

Rapidly declining account balances are raising questions about how Americans save for their retirement. But is the 401(k) really to blame for this mess or are the custodians that manage them?

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Press Releases

12/1/09

FreedomGrowth.com and Cleveland Restoration Group (CRG) Announce Partnership to Help Revitalize Cleveland Neighborhoods

6/9/09

2/25/09

Freedom Growth Announces New Retirement Plan Option for Small Business

12/12/08

Freedom Growth Launches Real Estate IRA Website Today

12/11/08

It's Not the 401(k) that Needs Fixing

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PRESS IMAGES

Description Click on the thumbnail below for hi-res download

Freedom Growth Logo

Freedom Growth Logo

David Coe - headshot

David Coe

Michael Ritter - headshot

Michael Ritter

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EXECUTIVE BIOS

DAVID COE

Founder/Partner
David began his professional career in marketing and advertising helping brands such as Lexus, Infiniti, Boost Mobile, Rubio’s and Air New Zealand attain their desired level of success. Along the way, his passion for real estate blossomed as a home owner, home renovator and investor. For the last three years, he’s thrown himself full time into real estate and now helps clients attain their desired level of wealth through traditional and self-directed IRA real estate investing.
 
Years of teeth cutting in corporate marketing client service has honed David into a communications specialist. Technology has produced so many ways to communicate these days and David has a mastery and passion for all of them. But the most important, and difficult, form of communication still remains the one-on-one conversation. David will listen and understand your situation and deliver quality advice every step of the way.
 
David and his wife have pledged to live their lives to the fullest and enjoy all of the interests that make them well-rounded humans. They have two amazing boys that they love spending time with as they develop their passions. David enjoys traveling the world and experiencing its many cultures. If not cooking in the kitchen, you can find him on the mountain, near the ocean or experiencing life. But mostly you’ll find him around Southern California building Freedom Growth into a successful, passionate venture!


Professional Affiliations

  • California Association of Realtors

  • National Association of Realtors

  • South Bay Association of Realtors

  • Board of Directors, Beach Cities Sports

  • Pensco P2 Professional

  • Young Professional Committee, SBAOR

  • Board of Directors, Beach Cities Sports

  • Redondo Beach Chamber of Commerce

  • Manhattan Beach Chamber of Commerce

MIKE RITTER

Partner/Real Estate Attorney & Broker
Mike started off his career in Southern California where he worked with the Federal Communications Commission office for over nine years.  With his knowledge of the cell phone industry, he branched off and launched Ritter Radio where he worked as a spectrum broker helping clients such as Nextel and other large telecommunications companies which helped him gain extensive experience in transaction law.

With his legal background in telecommunications brokering and law, Mike is also an expert in business and corporate law which is instrumental in his role as a licensed real estate broker handling transactions, contracts and disputes.

Mike is married and recently had a new baby and lives in Carlsbad, CA. He is active in his church and community. For balance, he enjoys golf, travel, and reading. Mike’s passion is to help others to live more comfortably and enjoy life.

Professional Affiliations

  • California Association of Realtors

  • California Bar Association

  • Federal Communications Bar

  • National Association of Realtors

  • South Bay Association of Realtors

  • North County San Diego Association of Realtors

  • North County San Diego Bar Association

  • Pensco P2 Professional
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This site is not intended as, and may not be relied upon as, tax, legal, investment or other advice.
Readers desiring such advice should consult their own advisors.

©2010 Freedom Growth™. All rights reserved. Freedom Growth is a registered trademark of CoeMingle Investments LLC and Ritter Real Estate Services, Inc. DRE License #01403931