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Since my post last night, I've scoured the 'net and by 'googling' variations of the topic, I've found many very useful sites (notably and checked out Entrustadmin, Pensco, Sterling Trust and Lincoln Trust and have a very long, information conversation with a Pensco rep and am present on hold with Sterling.

Without having the entire amount in RIRA funds, I'm pooling funds with others in a C Corp (S corp not allowed) to buy the investment property. My investment wil be 25% of the shares in the C Corp and my retirement plan will have tenant-in-common interest in the property.

If I went alone and borrowed the monies that my partners are contributing, then I would be liable for Unrelated Business Income Tax (UBIT)on the debt-financed income.

Pensco charge a set-up fee of $50 and an annual base fee of $100 + 0.35% of market value. Entrust is $50 set up and a annnual fee % depends on a/c value with a min/max of $125/1750. Sterling Trust has a set up of $25 with annual min/max of $55/450 with a per property fee of 75/150 depending on finacing. I could not find fees for Entrust.

Hope this is useful.

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