SELF-DIRECTED IRA · MULTIFAMILY REAL ESTATE · ACCREDITED INVESTORS
Your Retirement Account Can Invest Beyond the Stock Market.
Explore private multifamily real estate investing with Viking Capital — and learn how self-directed retirement accounts can provide access to alternative investments.
- Multifamily Real Estate
- Institutional Investment Approach
- Accredited Investor Opportunities
- Retirement Account Compatible*
Institutional Multifamily Investing. Built for Long-Term Capital.
Explore private multifamily real estate investing with Viking Capital — and learn how self-directed retirement accounts can provide access to alternative investments.
Since inception, Viking has built a platform designed around one principle:
“Protect capital first. Create sustainable value second.”
$1B+
ASSETS ACQUIRED
5,000+
MULTIFAMILY UNITS
$250M+
EQUITY RAISED
95+ Years
combined team experience
These figures are supported by Viking’s current website and leadership materials.
The Tax Strategy Starts With the Investment.
Many investors build retirement portfolios primarily around traditional securities.
A self-directed retirement account can provide another option: investing retirement capital into alternative assets such as private real estate, subject to the account structure and applicable rules.
For eligible investors, this can create an opportunity to add private real estate exposure to a broader retirement strategy.
Important: Private real estate investments involve risk, including loss of principal, illiquidity, market risk, leverage risk, and no guarantee of distributions or returns.
1
Essential Housing
People need housing in every economic environment.
2
Passive Income
Multifamily properties can generate rental income through professionally managed assets.
3
Real Asset Exposure
Real estate provides exposure to a tangible asset rather than solely financial securities. Real estate provides exposure to a tangible asset rather than solely financial securities.
4
Long-Term Demand
Population growth, household formation, employment, and housing affordability can support long-term rental demand.
5
Portfolio Diversification
Private real estate may provide diversification alongside traditional investments.
How Investing Through a Self-Directed Retirement Account Works
A straightforward path from account to investment, administered by a qualified custodian at every step.
Establish or Use a Self-Directed Account
Work with a qualified custodian, such as Equity Trust, to establish or use an eligible self-directed retirement account.
Explore a Viking Investment Opportunity
The investor evaluates an eligible private real estate opportunity.
Direct Your Retirement Funds
If eligible, instruct your custodian to invest retirement account funds into the selected investment.
Your Custodian Handles the Account Administration
The custodian manages the retirement account and processes investment-related transactions according to applicable rules.
Continue Building Your Alternative Investment Portfolio
As your strategy evolves, you may evaluate additional eligible alternative investments within your self-directed retirement account.
Before You Invest: What Every Retirement Real Estate Investor Should Understand
Understand the Investment
Review the offering structure, strategy, projected returns, fees, risks, and exit strategy.
Understand the Sponsor
Evaluate the sponsor’s experience, investment strategy, track record, alignment, and approach to risk.
Understand the Account
Self-directed retirement accounts have specific rules and requirements. Investors should understand how their account operates and consult their tax or financial professionals when appropriate.
Understand Liquidity
Private real estate investments are generally illiquid. Your ability to access capital may be limited for the duration of the investment.
Understand the Risks
Projected returns are not guaranteed. Real estate values, income, financing conditions, occupancy, and market conditions can change.
Think Beyond the Tax Benefits
A retirement account can provide tax advantages, but the investment itself still needs to make sense.
Why Investors Partner With Viking
Strong Markets
We focus on high-growth markets supported by population growth, employment, household formation, and durable housing demand.
Disciplined Underwriting
We evaluate investments through multiple scenarios, including interest rates, expenses, operating performance, and exit assumptions.
Value Creation
We seek opportunities where active asset management and operational improvements can create durable value.
Capital Alignment
We structure investments around alignment between Viking and its capital partners.
Why Multifamily? Why Now?
The Multifamily Market Is Entering a New Phase
We focus on high-growth markets supported by population growth, employment, household formation, and durable housing demand.
- Supply is slowing.
- Demand remains supported by housing affordability challenges.
- And opportunities are emerging for investors willing to take a disciplined, long-term approach.
- Supply is slowing.
Viking describes its current strategy as focused on high-growth Sun Belt submarkets, conservative underwriting, active asset management, and long-term risk-adjusted performance.
A Trusted Partner for Self-Directed Retirement Investing
Investing retirement capital in private real estate can feel complicated. The right custodial partner can make the process easier to navigate.
Viking Capital works with Equity Trust, a leading provider of self-directed retirement account services, to help investors understand how their eligible retirement accounts can be used to invest in alternative assets such as private real estate.
With a self-directed account, investors can maintain their retirement assets within a qualified account structure while directing investments into eligible alternative assets—subject to applicable rules and requirements.
Established Custodial Infrastructure
Equity Trust provides the account administration and custodial infrastructure for self-directed retirement accounts.
Access to Alternative Investments
Eligible investors can use self-directed retirement accounts to invest in alternative assets, including private real estate opportunities.
A More Seamless Investment Process
From establishing an account to directing an investment, the process is designed to help investors navigate the administrative steps involved.
Experienced Retirement Account Provider
Equity Trust has specialized in self-directed retirement accounts and alternative asset investing for decades.
Ready to Explore Private Real Estate for Your Retirement Portfolio?
Whether you’re new to alternative investments or already have experience investing through a self-directed retirement account, Viking Capital can help you explore opportunities in institutional-quality multifamily real estate.