The Sky’s the Limit: Investing in Aerospace-Related Assets with a Self-Directed IRA

Published on March 10, 2026

Self-directed investors can take their retirement plans skyward with investments in aerospace-related assets.

Self-directed IRAs can include investments in the private space sector as well as defense technologies. With space infrastructure growing as a vital national security and economic priority (consider that the U.S. military now has a Space Force branch), investment opportunities abound in:

It’s no surprise that some savvy investors are looking at these alternative assets to build retirement portfolio diversity. Reuters reported that “investments in the sector hit record levels in ‌2025, with ‌private investment growing 48% to $12.4 billion, including $3.8 billion in the final quarter…” and Morgan Stanley’s Space Team (which tracks the space economy) estimates that the global space industry, currently estimated at around $350 billion, could skyrocket to over $1 trillion by 2040.

Self-directed investments in aerospace and defense

You needn’t be Jeff Bezos or Elon Musk to invest in the space sector. Anyone can access it through public stocks or aerospace and defense ETFs (exchange traded funds) on the stock exchange. However, self-directed investors have more opportunities to build portfolio diversity through private equity funding in pre-IPO aerospace companies, specialized platforms that focus on venture-backed defense tech startups, space infrastructure and hardware, and more. Here are more details:

Given the many governmental/public applications of space and defense technology, investors are wise to research all governmental regulations thoroughly before choosing an aerospace-related investment. As with any self-directed investment, due diligence is the watchword for any private placements or private equity firms under consideration as well.

Whether you are interested in more earthbound assets or have Star Trek’s “final frontier” in mind, the team at Next Generation Trust Services is here to help. Contact us with your questions about self-directed IRAs and other plans that can be self-directed, sign up for our newsletter, watch a webinar, or call our office at 888-857-8058. Want to send a text? That number is 848-233-4076.

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