Passive Mortgage Investing: Generating Income & Flexibility Inside a Self-Directed IRA

Earn Consistent Income. Preserve Your Capital. Protected by Real Estate.

in Mortgage Loans Closed
$ 0 B+
States We Lend In
0
Target Annualized Return for Investors
10% - 10 %

Webinar Overview

Unlock a smarter path to building wealth in today’s unpredictable economy. 
 
Reed Myers of Myers Investment Group will be a guest for a Lunch & Learn hosted by Heritage IRA 
 
Join us for this exclusive live webinar and discover how savvy investors are achieving consistent cash flow and attractive returns through passive mortgage investing — a high-yield, real estate-backed strategy that’s rapidly gaining traction within the world of alternative investments.

 
You’ll learn how this short-term private mortgage debt investment can offer potential benefits through a truly hands-off approach — without the challenges of buying, selling, or managing properties:


Double-digit return potential 
Consistent income  
Capital preservation 
Portfolio diversification 

Webinar Registration

By submitting the form you’re confirming that you agree with our Terms and Conditions.

What You Will Learn

A live Q&A will be held after the main presentation.
Space is limited—register early to secure your place. Walk-ins welcome!

How passive mortgage investing works and its rapid growth as an alternative investment strategy.

How investors are earning steady monthly or quarterly income with minimal effort.

How this semi-liquid strategy provides flexibility for future investment opportunities.

Proven strategies used to pursue consistent investment performance.

Risk mitigation techniques designed to safeguard your capital.

Benefits of using Self-Directed IRAs to invest, including potential tax advantages.

How to turn liquidity events (selling real estate, a business, or stocks) into potential passive income opportunities.

Real investor success stories with above-market returns

Featured Speakers

Myers Investment Group

Principal - Myers Investment Group

Myers Investment Group and Heritage IRA Collaboration

Director - Heritage IRA

Don't Miss this Valuable Opportunity

Achieve Your Financial Goals

Earn regular income that you can use to attain your goals. Examples include buying an investment property, sending your children to college, or starting a business.

Benefit from Real Estate Investing

Real estate and assets backed by real property are a well-known, proven strategy to build long-term wealth that historically outperforms stocks.

Take Control of Your Time

Participating in a hands-off investment can give you more free time to spend with your family versus projects that require extensive time commitments.

For Educational Purposes Only

The information to be presented in this webinar and throughout our websites is for educational and information purposes only. The statements contained in this website do not constitute an offer or sale of any securities of Myers Investment Group LLC (the “Fund”). Prospective investors are advised to carefully review the Fund’s private placement memorandum, operating agreement and subscription documents (“Offering Documents”) and to consult their legal, financial and tax advisors prior to considering any investment in the Fund.

Past performance is not indicative of future returns or Fund results. Individual investment performance, examples provided and/or case studies are not indicative of overall returns of the Fund. In addition, there can be no guarantee of deal flow in the future. Forward-looking statements are not statements of historical fact and reflect the Fund’s views and assumptions regarding future events and performance. All forward-looking statements address matters that involve risks and uncertainties. Accredited investors only.

Get Started Now!

Let’s talk about your investment goals — and how we can help you reach them.

Myers Investment Group

Reed Myers

Principal - Myers Investment Group

As Principal of Myers Investment Group, Reed brings over 20 years of experience in real estate investing and mortgage lending, with expertise spanning private money, consumer, and commercial lending. He has successfully helped numerous capital investors achieve their financial goals with a strong focus on personalized service.

Earlier in his career, Reed served as an investment analyst for a leading commercial real estate investment fund in the Southeast, where he gained valuable experience in real estate development, retail positioning, and business acquisitions.

Reed is also Principal of Myers Capital, a mortgage banking company and direct private lender that has served clients nationwide for over 25 years.

Reed Myers of Myers Investment Group
Madison Trust Company Collaboration

Nicole Capurso

Senior Strategic Relations Executive – Madison Trust Company

Nicole Capurso is Madison Trust’s Senior Strategic Relations Executive, specializing in investor relations and alternative investments. With over five years of experience in the Self-Directed IRA industry, she has developed a deep understanding of how investors can use retirement funds to access private market opportunities. In her role, Nicole serves as the key liaison between Madison Trust and its network of Investment Sponsors, as well as financial advisors, fund syndicators, investment managers, and hedge fund managers. Her focus is on creating a seamless and informed experience for investors through education, relationship management, and clear communication.

Beyond her professional expertise, Nicole frequently shares insights through webinars, speaking engagements, and podcasts, helping both investors and sponsors navigate the SDIRA stratosphere. She approaches every interaction with empathy, clarity, and a genuine commitment to empowering others. Outside of work, Nicole channels her love of culture and connection into travel and food—exploring new restaurants, hosting dinner gatherings, and visiting Europe whenever she can.

Nicole Capurso of Madison Trust Company