On Invown you can invest in Reg CF real estate investment on the platform using your retirement account. Here are some examples of retirement accounts that can be used:
SDIRA (Self-Directed IRA): A retirement account allowing investors to choose their investments beyond stocks and bonds.
Solo 401k: A retirement plan for self-employed individuals or business owners with no employees.
SEP IRA: A retirement plan for self-employed individuals or small business owners to make tax-deductible contributions.
Simple IRA: A retirement plan for small businesses with up to 100 employees that allows both employer and employee contributions.
eQRP: A qualified retirement plan for business owners and self-employed individuals, offering greater investment flexibility.
401k: A retirement plan offered by employers that allow employees to make contributions and receive a match from their employer — ask if the employer plans allow for self-directed private investments.
403b: A retirement plan for employees of tax-exempt organizations or public schools, similar to a 401k — ask if the employer plans allow for self-directed private investments.
Often to invest using one of these accounts, a custodian or company manages the retirement account and will request certain types of documents. Many custodians are unfamiliar with Reg CF offerings and request specific documents. This guide will translate what custodians are looking for based on their experience with Private Placements into equivalent documents in a Reg CF offering and where to find the relevant information or documents.
As a general rule with Reg CF everything is found in the Form C that the issuer (Sponsor) files with the SEC prior to allowing investors to invest in the offering. The Form C is found both on the SEC website (https://www.sec.gov/edgar/searchedgar/companysearch) and in the due diligence section of the page on Invown.
Here is a table the documents sometime asked for by a custodian or retirement account company: