Upside Avenue
Upside Avenue offers an alternative investment vehicle whose returns and growth are rooted in the experience of a vertically-integrated, specialized professional management team based in Austin, Texas. Leverage the benefits of a retirement account and a privately-held real estate investment trust (REIT). Investing in multifamily family properties has never been easier.
Invest with Upside Avenue via Rocket Dollar
For those that may be ready to complete their investment through a tax-advantaged Self-Directed Rocket Dollar IRA account or Solo 401(k), follow the instructions below.
Creating Your Account:
If you already have a Rocket Dollar account, you can use your IRA or Solo 401(k) account to start investing on Upside Avenue's site. If not, establishing a new Rocket Dollar retirement account is easy. Simply sign up online in under 10 minutes, and we'll get your account set up.
Funding Instructions:
There are three ways to fund your Rocket Dollar account.
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Transfer in an existing IRA that you may have with another provider
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Roll over a 401(k) from a previous employer
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Make an Income Contribution to your account
Funding a Rocket Dollar account is simple, as our team has created a patent-pending account transfer module, that allows customers to easily fund their Rocket Dollar account.
Once you are set with your Rocket Dollar account, you'll be able to provide the investor details through your Upside Avenue profile.
Support:
Upside Avenue: hello@upsideavenue.com
Rocket Dollar: info@rocketdollar.com
Upside Avenue FAQs
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Do I need to be an accredited investor?
No, Upside Avenue is available for both accredited and non-accredited investors.
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What is the minimum investment?
In order to participate in investment deals, the minimum amount to get started is $2,000.
Benefits & Pricing
Transparent pricing on a subscription basis.
Checkbook IRA
Take complete control with our most popular account
$600 one-time setup fee
- IRA Trust checking account (LLC available)
- Unlimited fee-free transactions
- No Custodian sign-off on transactions
- Bring Your Own Deal (BYOD)
- No AUM fees
- Best For Ultimate Control of Investments:
- Rental Properties
- Fix-n-Flip
- Tax Liens
- Crypto (hold your keys)
- Foreign Investments
- Private Note Investing
- Precious Metals
- Limited Partnerships
- Private Placements
- Private Stock Purchases
- Domestic Investments Only
Solo 401(k)
One participant, unlimited investment options
$600 one-time signup fee
- IRA Trust checking account (LLC available)
- BYOD (Bring Your Own Deal)
- Unlimited fee-free transactions
- No Custodian sign-off on transactions
- Bring Your Own Deal (BYOD)
- No AUM fees
- Ideal for folks with self-employment income:
- High contribution limits
- 401(k) loan option
- Self-custody account
- Roth and Traditional in one account
- Domestic Investments Only
- Best for Real Estate Investments:
- Rental Properties
- Fix-N-Flips