Back in 1986, life was relatively simple – IRA investing was considered one-dimensional; seemingly limited to products offered by your traditional IRA custodian. Then came Patrick Rice.

Our story begins with Pat, founder of IRA Resource Associates (now Sage Harbor IRA Investments). Pat first started working with IRAs in 1986 when a client approached him with the desire to invest his IRA in a real estate trust deed. Over twenty years, and a best-selling book (IRA Wealth) later, the popularity of real estate and IRAs has grown so much that the majority of our time is spent working with IRA accountholders interested in real estate investments.

As any seasoned professional knows, with experience comes age – and with age comes the desire to move onto greener pastures (golf course greens to be exact). This is where William Jones comes into the picture.

Will, a successful real estate entrepreneur and developer, had Pat’s company fund a couple of his real estate projects. Because Pat was so impressed with his business practices, he approached Will about purchasing his company. Will did just that – rebranding IRA Resource Associates to Sage Harbor IRA Investments.

Will saw an opportunity to marry Pat’s team’s unmatched IRA investing experience with his knowledge of commercial real estate to provide opportunities for investors seeking safety first with higher returns. Keeping the key pieces of the puzzle in place, Will assembled a team with over 120 years of real estate experience. With this combined experience, Sage Harbor’s effectiveness is enhanced by each team-member’s passion, enthusiasm, and knowledge of varying aspects of real estate investing.