Modiv has entered into an innovative partnership with Forge Trust Co. to provide Modiv and its investors with administrative and custody services for self-directed IRA investments. With this strategic partnership, Modiv will cover the cost of custodial fees for its investors with IRA accounts of $1,000 or more who use the Forge Trust custody platform.
Continuing its mission to reimagine commercial real estate ownership for individual investors, Modiv is among the first non-listed REIT to provide investors with no custodial fees for self-directed IRAs. In addition to offering the no-custodial fee option through Forge Trust, Modiv charges no management or performance fees to its investors, although certain expenses related to operating a public company apply, immediately providing savings and allowing more of every dollar invested to be put to work.
“We are continually looking for new and innovative ways to put the needs of our investors first, and this partnership wit