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CRE Deep Dive is a commercial real estate podcast focused on bridging the gap between self-directed retirement capital and real investment opportunities.
Hosted by Dennis Bamford, the show explores how investors, custodians, and advisors are using self-directed IRAs to access and fund commercial real estate deals. Each episode breaks down how capital actually flows: from 401k rollovers into SDIRAs, into real assets like apartment syndications and private placements.
Rather than surface-level education, the conversations focus on real execution: how deals are structured, how investors participate, what custodians require, and where people get stuck or make costly mistakes.
By connecting both sides of the equation, those who control capital and those who deploy it: CRE Deep Dive gives listeners a clear, practical path to putting retirement funds to work in commercial real estate.
This podcast is built for investors, advisors, and professionals who want more control over their capital and a smarter way to participate in real estate beyond traditional markets.
CRE Deep Dive connects self-directed retirement capital with real commercial real estate deals, showing investors how to actually put their money to work.
Episodes
May 20, 2026
May 20, 2026
43 min
Most people don’t even realize they can invest their retirement funds outside the stock market.
In this episode of CRE Deep Drive, Dennis Bamford sits down with Matt Moore from CamaPlan to break down how self-directed IRAs actually work and how investors are using them to access real estate, private deals, and alternative investments.
From rollovers and funding strategies to IRS rules and prohibited transactions, this conversation gives you a clear, practical understanding of what’s possible (and what to avoid).
What You’ll Learn:
- What a self-directed IRA is and how it works
- How to roll over funds from a 401k or IRA
- The biggest IRS rules and prohibited transactions
- How real estate investing works inside an IRA
- Passive vs active investing strategies
- How fees compare to traditional advisors
Timestamps:
[00:00] Introduction
[02:30] What is a self-directed IRA?
[06:45] How to fund your IRA (rollovers & transfers)
[12:10] IRS rules and penalties explained
[18:20] Can you use loans or cash inside an IRA?
[25:40] Fees and cost structure
[31:15] Prohibited transactions explained
[40:10] Real estate investing inside an IRA
[46:30] Passive vs active investing strategies
[52:00] Final thoughts and resources
CTA:
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