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Our Program

Buy & Sell
Private Lending
Due Diligence
Green Retrofitting
IRA Investing
Property Management

"Sherman & Associates follows through with every detail."
- Jen C.
Private Investors

Our Green projects featured in the media

IRA Investing

Earn 8% to 10% on your IRA tax-free.

Convert your traditional IRA or Roth IRA into a self-directed IRA or Solo 401K.

You'll be able to invest in real estate, mortgages, and trust deeds tax-free. You can still buy stocks, bonds, and mutual funds.

Brian Davis, a Self-Directed IRA specialist, has been serving Southern California since graduating from UC Santa Barbara in 2001. Having previously worked with many reputable companies within the mortgage industry and insurance industry, he has focused on the Self Directed IRA industry for the last 5 years. The opportunities with Accuplan as Director of Business Development for the last couple of years have cemented Brian as a trusted advisor in the Self Directed retirement arena. With over a dozen years of experience in financial services, Brian brings a wealth of knowledge not just on self directed retirement planning, but also on life insurance, annuities, real estate investing, trust deed investing, Crowd Funding, and personal financing amongst others.

Brian personally assisted me in converting my IRA accounts into solo 401K accounts.

Brian Davis
Self-Directed IRA specialist
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Copyright 2007-2019 Sherman & Associates Real Estate Investments, LLC. All rights reserved. Any information displayed is subject to change without notice. Dollar amounts and numbers are deemed reliable but not guaranteed and are forward-looking statements, which are estimated projections based on past performance of similar projects. We encourage you to perform your own due diligence regarding our company. This is not a public offering. This is not an offer to sell securities. Securities may only be sold under a state exemption or registration. Securities will only be sold to accredited investors or qualified purchasers who are residents of the state of California. Ultimately, a decision on whether or not to participate in any of our company's offerings should be made after conducting due diligence, careful analysis and consultation with legal and tax advisors of your choosing.