Move a portion of eligible IRA assets into a real-estate fixed-income strategy designed for consistent income.
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.
Your account value can move with equity markets, creating uncertainty around withdrawals and timing.
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.
Enter the amount you are considering allocating. The calculator shows illustrative CREB earnings at 8.50% APY.
Understand CREB, the IRA structure and whether it fits your retirement allocation.
Establish the appropriate account through the independent IRA custodian.
Move eligible retirement assets and invest in CREB through the IRA.
Speak directly with Investor Relations about moving a portion of your retirement assets into CREB.
Book a Call with Investor RelationsInvesting 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.