Next Generation Trust Company Partners with Stairway Invest to Offer Accredited Investors 8% Return Through Self-Directed IRAs

Next Generation Trust Company, a custodian and administrator of self-directed IRAs, has announced a strategic partnership with Stairway Invest LLC that gives accredited investors with self-directed IRAs at Next Generation the opportunity to diversify their portfolios through Stairway Loan Accounts (SLAs) with a personally guaranteed 8 percent per annum return. The partnership, announced by Next Generation CEO Jaime Raskulinecz, aims to provide a liquid, SEC-compliant private product for investors seeking alternative assets within their retirement accounts.

The SLAs are available exclusively to accredited investors and are invested in real estate globally, with a priority on affordable housing and renewable energy. Stairway Invest’s primary focus is on U.S. markets, currently holding assets in 16 states, as well as in Australia, Canada, and Brazil. The funds are managed with a personally guaranteed principal and interest, backed not only by the assets purchased with deposits but also by the managers’ worldwide portfolios, according to Stairway founder and CEO Austin Fowler.

“With real estate continuing to be among the most popular alternative assets allowed in self-directed IRAs, this strategic partnership allows our accredited investor clients to earn a personally guaranteed ROI from one simple, liquid product using funds from their Next Generation IRA,” said Raskulinecz.

Accredited investors must first open and fund a self-directed account with Next Generation Trust Company, then use a portion of those funds to invest in Stairway Invest. The earned interest is credited to the client’s SLA; the principal and accumulated interest can be withdrawn at any time and go back to the self-directed IRA. Stairway Invest has been working with accredited investors in the real estate space for nearly 25 years. In addition to the 8 percent annual return, interest is credited daily, there are no fees, and the SLA permits unlimited transactions.

“Our managers personally guarantee client principal and interest, not just with the assets purchased with deposits, but with their own worldwide portfolios. All client funds are backed first by their manager’s worldwide assets and then by the business itself. Stairway Invest stands behind every manager, providing a deep and diverse safety net,” explained Fowler.

Stairway also offers client education on professional passive real estate investing through its online forum, professional capital raising, and a white label service for professional investors who want to use Stairway’s infrastructure to raise capital as liquid debt. For more information about Next Generation Trust Company and the alternative assets allowed through self-direction, visit NextGenerationTrust.com. To learn more about Stairway Invest and its opportunities for accredited investors, visit stairwayinvest.com.

This partnership highlights the growing trend of self-directed IRAs being used to access alternative investments that can provide higher returns and diversification beyond traditional stocks and bonds. For accredited investors in Texas and beyond, the ability to earn a guaranteed 8 percent return backed by real estate and renewable energy assets presents a compelling option for retirement portfolio growth. The collaboration also underscores the importance of due diligence and understanding the risks associated with private placements, as these investments are not FDIC insured and carry unique risks.