CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs

September 24, 2020

CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs 

September 18, 2020

CNB Custody is pleased to announce we are now able to custody direct real estate investments within IRAs. 

Senior Vice President of Operations, Jenny Heiman, says that the decision to offer real estate was made “because we saw a need in the marketplace for a custodian to provide a high level of customer service with reasonable fees to hold direct real estate within IRAs.  We believe our solution will help real estate investors navigate through the complexities of adding direct real estate to an IRA.” 

The customer service provided by the experts at CNB is second to none, and when dealing with a complex investment type this makes a big difference to investors.  This high touch approach allows us to concentrate on providing expertise, accuracy, and assurance to the investor.

As with all CNB products, our fee schedule for real estate is simple and very competitive.  While many custodians will charge for real estate based on the value of the asset, CNB has a set low fee per property held.

While we understand that direct real estate is not always foremost in the minds of investment representatives, our offering will be of interest for those with clients looking for this type of diversification within their IRAs.  For additional information, please visit www.cnbcustody.com/real-estate.


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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.