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.


Go Back
Second Annual Blue Vault Broker Dealer Educational Summit 2016
Broker Dealer Educational Summit 2016
April 14, 2016

The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.