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The calculator that can save you thousands of dollars

Calculating Unrelated Business Income Tax (UBIT) before investing can be the difference between blindly investing in a deal that results in a $15,000 tax bill years from now, and one that may only set you back $10,000, saving you 33%.

Understanding your potential UBIT exposure before you ever wire funds can give you peace of mind for the lifespan of your investment. Empower yourself as an investor and learn how to find the right investments for your self-directed IRA.

What is Unrelated Business Income Tax (UBIT)?

In commercial real estate, UBIT occurs when a self-directed IRA invests in any property that utilizes debt. Income that occurs as a result of the debt-financed portion of the property is subject to tax, even though the investment is held within a retirement account.

Until now, there hasn’t been a way to calculate the impact of UBIT prior to receiving the actual perfomance of a property. With the UBIT Calcultator, you can take the projected returns of an investment, and determine your tax exposure ahead of time, allowing you to make a more well-rounded investment decision.

READY TO BUILD A BETTER FUTURE WITH RETIREMENT-ALIGNED INVESTMENTS?

Leverage the power of investing with others to enjoy the cash flow, appreciation, and tax benefits that real estate is known for while freeing up your time and energy.