Multifamily Real Estate Investments and Self-Directed IRAs

Presented by Next Generation and The Apartment Queen

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Tax-Advantaged Vehicle for Your Real Estate Investments

If you're not already aware, real estate is one type of investment that can be included in a self-directed IRA. It's also extremely popular due to the investor's ability to gain better control over their investment returns. 

One popular type of real estate investment is multifamily housing -- or several housing units within one building or structure, such as an apartment building or a duplex. Our co-host, The Apartment Queen, specializes in these types of real estate deals. 

Including real estate investments within a self-directed IRA provides a tax-advantaged vehicle for those investments to be held in and is meant to benefit you in the long run by helping you build a healthy retirement nest egg. 

During this webinar, you will learn:

  • Self-directed IRA basics and how to set one up
  • How to vet multifamily investments
  • How to develop criteria for each deal
  • Vetting sponsors
  • Tax benefits
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Meet the Speakers

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Brittany Melville
Director, Marketing & Sales
Next Generation


Brittany applies her extensive experience in direct sales, marketing and customer relationship management at Next Generation. In her role, she develops and oversees the implementation of our marketing strategy across all media and works with our team to support sales initiatives. 

Brittany’s accomplishments throughout the years include designing and executing lead generation strategies across multiple channels, developing and nurturing multi-million dollar sales pipelines, enhancing digital marketing outreach, creating educational content, conducting market and competitive analyses, training sales personnel and improving internal processes to support sales. Prior to joining Next Generation Brittany held positions at Convergent Revenue Cycle Management, Inc., and Altria Group Distribution Company (formerly Philip Morris USA).

Brittany graduated Cum Laude with a B.S. in marketing and business management from Boston College, and is certified as a Self-Directed IRA Professional (SDIP). Brittany and her husband currently live in Branchburg, NJ, with their cat Leo. She also owns a rental property at the Jersey Shore. In her free time she enjoys dancing, working out, playing piano, cooking, reading and cheering on her favorite football team, the Philadelphia Eagles.  


Kaylee McMahon

Kaylee McMahon
Apartment Investor
The Apartment Queen




Kaylee has purchased over 2 million in real estate as key principle. She has sold over 3 million dollars in residential real estate before transitioning into her current full time syndication role. Originally from Portland Oregon, host of InvestHER Dallas. She has started a podcast called #1 leading ladies where she interviews kick-ass women who are disrupting their industry and the REAL story of how they got where they are.

Kaylee has done home flipping, as she feels that to be truly confident in giving advice to clients about buying/selling/flipping/investing in Real Estate one should NEVER take advice from someone who has never gone through these things themselves.

Kaylee has completed continuing education in home comparables, appraisals, real estate investor representation, investment and wealth creation, legal 1&2, broker responsibility, property management, marketing and web development for real estate companies. She continues to learn for fun constantly. Some of her completed subjects/courses have been apartment value add strategies, syndication methods with Joe Fairless, apartment mastery boot camps with Rod Khleif, Rat-race to retirement seminars with the Sumrok group, she’s constantly reading on negotiation tactics (Chris Voss never split the difference), how to buy and flip business’ which are sick and much more. She has completed GRI Marketing for sellers, GRI is the graduate institute for realtors and is a distinction that shows Kaylee is committed to the success of getting you top dollar on your investments.

The entire backbone of what get., Kaylee out of bed everyday is her “why”. This is something she will share when asked personally about it, but at a 30,000 foot view it is to create independence and space for those experiencing codependency and toxic relationships which hamper their ability to visualize and then manifest what their amazing reality truly could be. Her company culture models this why and is “Changing the face of multifamily” to bring more women into the light as powerhouse operators, key principles, and commercial brokers.

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