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IRA rollover

Your retirement shouldn’t depend on what the market does next.

Move a portion of eligible IRA assets into a real-estate fixed-income strategy designed for consistent income.

8.50%
fixed APY
Real estate income
IRA eligible
Daily accrual
Book a Call with Investor Relations
Learn how a CREB IRA rollover works.
Problem → Solution

When markets fall, retirement plans can feel very different.

For investors nearing or already in retirement, relying entirely on market performance can introduce uncertainty at the exact time income and capital discipline matter most.

The problem

Market-dependent retirement income

Your account value can move with equity markets, creating uncertainty around withdrawals and timing.

A different income sleeve
→
↓
The CREB solution

Fixed income from real estate

CREB is designed to generate a fixed 8.50% APY from a portfolio focused primarily on senior secured real estate mortgages, together with U.S. Treasuries and cash equivalents.

Compare the income

See what your IRA could earn with CREB.

Enter the amount you are considering allocating. The calculator shows illustrative CREB earnings at 8.50% APY.

$50K$1M
Time invested
Starting IRA$50,000Amount allocated
CREB value$54,250+$4,250 estimated earnings
Equivalent first-year income: approximately $354/month.

Illustration assumes the stated 8.50% APY remains constant and earnings are reinvested. It does not represent a guarantee of future results and excludes taxes or individual IRA considerations.

How it works

Moving your IRA can be simple.

1

Speak with Investor Relations

Understand CREB, the IRA structure and whether it fits your retirement allocation.

2

Open a self-directed IRA

Establish the appropriate account through the independent IRA custodian.

3

Transfer and invest

Move eligible retirement assets and invest in CREB through the IRA.

CREB IRA

Build a more predictable income sleeve inside your IRA.

Speak directly with Investor Relations about moving a portion of your retirement assets into CREB.

Book a Call with Investor Relations

Investing involves risk, including possible loss of principal. CREB is not a bank deposit and is not FDIC insured. IRA eligibility and rollover treatment depend on the investor’s circumstances and custodian requirements. Investors should review the offering materials and consult their tax or financial adviser regarding their individual situation.

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