Save for your retirement.
Invest in your future.

Help strengthen your retirement savings by investing
in high-quality real estate assets.

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our assets

A portfolio built to help preserve and grow your retirement savings.

If you're still years away from your retirement, investing in long-term assets like real estate may be a smart choice. This asset class can provide unique stability and insulation from market fluctuations, allowing you to help make the most of your retirement savings over the long term. Our portfolios are invested across high-quality real estate assets with the goal of delivering consistently strong long-term results.

Our approach

Diversification for your tax-advantaged account.

When saving for retirement, there are a number of accounts that can provide tax benefits to help you keep more of what you earn for your retirement. These accounts may allow you to defer taxes or let your savings grow tax-free, both of which can help boost your after-tax profits. We've created a simple way for you to diversify your retirement portfolio by investing in private real estate through a tax-advantaged retirement account, allowing you to reduce risk and improve stability.


Important details

We offer Traditional and Roth IRAs.

Investors pay a $125 annual fee for investing through an IRA, in addition to our standard fee structure. You can find a full description of our standard fee structure in our offering circulars.

You'll need to open an IRA and transfer the funds into the new account to invest with Bella Bee. Before doing so, it's important to liquidate any non-liquid assets in your current account that you'd like to transfer. You can transfer only a portion of the account balance or the entire account, but it's important to keep in mind that your previous provider may charge a fee for moving funds out of the account.

Contributions to an IRA are subject to annual limits established by the IRS. For tax year 2023, IRA contributions may not exceed the lesser of $6,500 ($7,500 if you're age 50 or older) or your taxable compensation for the year. It's important to keep in mind that this yearly contribution limit applies across all IRAs in your name. For more information on IRA contribution limits, please visit the IRS website.

Inspira Financial Trust, LLC is the custodian of assets in the individual retirement accounts opened through the Bella Bee platform.