“How do I get started investing in notes?” That’s a question we hear daily from tired landlords, stressed out rehabbers, or the couple next door wanting to improve life for their family. Own The Real Estate Or Be The Bank There are differences between investing in real estate vs. mortgage notes. Rather than owning the property, you own the right to collect … [Read more...] about 21 Tips To Read Before You Get Started Investing in Notes
Note Buying Blog and Articles
Working with Estate and Probate Notes
We’ve had a string of inherited estate notes recently, and they’ve reminded me just how much opportunity there is in this niche — if you’re willing to take the time to understand it. None of these came without a few bumps, but each one turned into a win for the seller and a solid investment for us. And yet, I still talk to note investors who’ve never considered going after … [Read more...] about Working with Estate and Probate Notes
How to Sell a Promissory Note
Selling a real estate note can unlock cash tied up in a seller-financed loan — and also free up the headaches of collecting monthly payments and managing a mortgage note. Whether you want to pay down debt, invest in other opportunities, or reduce the risks of carrying a note, you have options! Understanding the process from start to finish will help you maximize the sale and … [Read more...] about How to Sell a Promissory Note
The Hard-Working Hypothecation Real Deal
Leveraging Notes Without Letting Go Running low on capital for your next note or looking for a creative deal source to deploy capital? Discover how the hard-working hypothecation can help you unlock the value of a note portfolio—without selling it. What Is Hypothecation? Hypothecation is a fancy word for using an asset to obtain a loan. It allows a note holder to … [Read more...] about The Hard-Working Hypothecation Real Deal
5 Strategies for Non-Performing Notes
Not everything in life goes as planned. It's a lesson we have all learned at some point — whether good or bad. It also includes notes. You can do everything you can to set yourself up for success and manage your risks, but sometimes things - and payors - go awry. When note payments stop coming in, it's a stressful time. But it's also time to slow down and think through … [Read more...] about 5 Strategies for Non-Performing Notes
Your Note Deal Just Closed: 7 Steps Smart Investors Take Next
You've done it. You found a deal, ran the numbers, closed the purchase, and officially own a real estate note. First, congratulations! Once you've celebrated the win, it's time to sit back and let the cash flow roll in, right? Not quite. Closing the deal is a milestone—but it's not the finish line. Now comes the part that keeps your investment safe, compliant, and … [Read more...] about Your Note Deal Just Closed: 7 Steps Smart Investors Take Next
5 Ways to Use AI to Market Your Note Buying Business
If you’re buying, flipping, or investing in notes, you already know how important it is to find good deals. If I learned anything in my 30+ years in this business, it is that nothing is more important than getting the phone to ring. Without the phone ringing, everything else is irrelevant (having money to invest, connections, or being great at the calculator). That’s … [Read more...] about 5 Ways to Use AI to Market Your Note Buying Business
Hazards of DIY in Seller Financing – Real Deal #286
DIY has its time and place. Staining your deck, give it a shot? Rewiring your electrical? Call the professional. Putting together IKEA furniture? That's all you. Offering seller financing and creating a note with no experience or real estate background? Please protect your valuable asset and reach out to the professionals. And that brings us to Washington State for this … [Read more...] about Hazards of DIY in Seller Financing – Real Deal #286
What California AB 130 Means for Second Lien Note Investors
If you invest in second-position notes or any subordinate liens in California—this new law is a must-know. California Assembly Bill 130, signed June 30, 2025, adds strict new requirements to non-judicial foreclosures on junior liens such as: This law isn't just about lender oversight—it has direct consequences for note investors buying in the secondary market. Before … [Read more...] about What California AB 130 Means for Second Lien Note Investors
You’ve Signed on a Note Deal – Now What?
One of the best feelings as a Note Broker is when you sign on a deal. But that doesn't mean the fun is over. Note brokering is an excellent option for anyone in the note industry. Whether you're new and want to learn more, have a small budget and can't afford to purchase many notes, or have just come across a note that doesn't fit your parameters — brokering lets you get a … [Read more...] about You’ve Signed on a Note Deal – Now What?
Join Us at the Paper Trail Note Conference
We wanted to personally invite you to join us in Phoenix, AZ, September 18–20 for the Paper Trail Conference—a hands-on, high-value event focused entirely on note investing. We have a way for you to attend…AND at a discount. But first the event… What is the Paper Trail Note Conference? This isn’t some theory-filled, suit-and-tie snoozefest. It’s two and a half days … [Read more...] about Join Us at the Paper Trail Note Conference
