Turning Retirement Savings into Active Growth
Many investors don’t realize that their retirement funds can do more than sit in the stock market. With the right structure, you can redirect your 401(k) or Roth IRA into alternative assets like real estate, and more specifically, self-storage. Over the years, I’ve watched investors use this strategy to unlock tax-advantaged growth while gaining access to one of the most consistent sectors in real estate.
At Legacy Built, we’ve seen firsthand how self-storage investments can outperform traditional portfolios. By combining the security of tangible property with the flexibility of self-directed accounts, investors are taking control of their retirement in a smarter way.
How Self-Directed Retirement Accounts Work
A self-directed IRA or 401(k) allows you to invest in assets beyond the stock market, such as real estate, private funds, and even self-storage facilities. These accounts still carry the same tax benefits and growth without immediate taxation and, in the case of a Roth IRA, tax-free withdrawals in retirement.
Through a self-directed custodian, you can move existing retirement funds into alternative investments without triggering penalties or taxes. Once your account is funded, you can choose to invest in opportunities like our self-storage investment funds, which are built for long-term, stable growth.
Why Self-Storage Fits Perfectly in a Retirement Portfolio
Self-storage is uniquely positioned for consistent returns. It’s a necessity-based investment that performs well across all market cycles. People need storage space when they move, downsize, or expand a business. That means occupancy rates stay steady even when the economy fluctuates.
Our track record of historical performance shows how this asset class has provided average 3X returns to our investors. The combination of predictable cash flow and strong asset appreciation makes self-storage a natural fit for retirement diversification.
Unlike stocks that rise and fall with market trends, self-storage facilities offer tangible, income-producing value. That reliability can help protect your retirement from volatility while still creating room for impressive growth.
The Legacy Built Advantage
At Legacy Built, we’ve spent over four decades perfecting the process of developing and managing self-storage projects. Our in-house team oversees every stage from site selection and construction to long-term operations. This structure allows us to maintain control over costs, improve efficiency, and deliver strong returns to investors.
You can learn more about how we manage risk and deliver performance in our post on how we control risk and maximize returns. Our goal is simple: to provide investors with opportunities that combine security, stability, and exceptional long-term growth.
Getting Started
Redirecting your retirement funds into self-storage doesn’t have to be complicated. We can guide you through each step of the process, from working with your custodian to identifying the right investment opportunity.
If you’re interested in learning how to grow your retirement portfolio with self-storage, visit our Contact Us page. Our team will help you explore current opportunities and see how your 401(k) or Roth IRA can start working harder for your future.