The best way to learn about note investing might surprise you. A lot of people start learning note investing the same way they learned in school. They look for definitions, training videos, spreadsheets, and terminology. They follow a couple of people on YouTube, join an online group, maybe even go to a local meetup. There is nothing wrong with that. You need to understand … [Read more...] about The Best Way to Learn How to Invest in Notes
Financial Independence Isn’t About Retirement – It’s About Options
As we celebrate the 250th anniversary of our country's independence, I'm always reminded of financial independence. The odd thing is that when people talk to me about financial independence, the conversation usually turns to retirement. I'm not sure why 'retirement' became the benchmark. Some of the coolest people I know are not retired but are 'financially … [Read more...] about Financial Independence Isn’t About Retirement – It’s About Options
Stocks vs Notes
Stocks Made Me Money. Notes Changed How I Invest. It's a question We've heard for years: "Why would I invest in real estate notes when I can just put my money in the stock market and earn 8-10+%?" The truth is, we don't think it's a bad question. In fact, it's one investors should ask before putting money into any investment or class of investments. If you're going to tie … [Read more...] about Stocks vs Notes
Five Things To Focus On And Five Things To Avoid
Tracy, Mikayla, and I spend the bulk of our week helping people, but maybe not in the way you think. Yes, we have a ton of educational materials, hundreds of videos, countless downloadable forms, and marketing templates. But here is the thing: most note investors do not have an information problem—they have a focus problem. There is more education available today than … [Read more...] about Five Things To Focus On And Five Things To Avoid
3 Ways To Recession-Proof Your Note Portfolio
On a recent note mastermind the question came up about stress-testing a note portfolio. This is a great idea from time to time. But what does that mean? How do you stress test a note portfolio? In short, look at your note portfolio and determine how it might perform in the event of a shift in the economy. How strong is your portfolio if the general public starts missing … [Read more...] about 3 Ways To Recession-Proof Your Note Portfolio






