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
Note Buying Blog and Articles
Collateral Isn’t Everything — But It’s Close
We often get asked what is the most important factor when purchasing a note. Everyone has different hot buttons. Some investors will tell you that the location of the property is the most important factor, perhaps focusing on something close to their home or on judicial versus non-judicial states. Some will tell you the yield (return). Some will tell you the seasoning … [Read more...] about Collateral Isn’t Everything — But It’s Close
10 Seller Financing Myths – Get the Facts
Seller Financing remains a niche market. But — not that niche. We often wonder why the seller carry-back market, despite being in existence for hundreds of years, is still a relatively unknown market. It is not overly complex. The benefits to sellers, buyers, and investors are significant. The real culprit? Misinformation. For both buyers AND sellers, private mortgage … [Read more...] about 10 Seller Financing Myths – Get the Facts
Common Real Estate Agent Questions Surrounding Seller Financing
Shifting markets, rising interest rates, and banks tightening their loan qualifications lead many buyers (and sellers) to seller financing. Before we deep dive into why so many real estate agents have added seller financing to their toolbox, let me address the elephant in the room… …YES, real estate agents still earn their full commission (and sometimes even more). But … [Read more...] about Common Real Estate Agent Questions Surrounding Seller Financing
New to Note Investing? Here Are Your Next Steps
Real estate notes are a proven investment alternative, holding steady even when the general real estate market sees declines. Beyond that, seller financing offers tremendous opportunities for affordable homeownership to deserving buyers. It turn, it helps sellers looking to sell their hard-to-fund property or those wanting interest income instead of rental income. With all … [Read more...] about New to Note Investing? Here Are Your Next Steps
Online Meeting Tips, Tricks, and Disasters
In the last month I have done 5-7 online meetings. You know, the ‘on camera’ Zoom type where you see and hear everyone. Don’t worry…I did ok. There were no Zoom disasters where a kid walks in on you, or your camera falls and shows you are not wearing pants (real things that have NOT happened to me). At some point during one of the sessions, I realized there is very little … [Read more...] about Online Meeting Tips, Tricks, and Disasters
Seller Financing Held Strong in 2024
Following a year of growth, we continued to see strong owner financing numbers in 2024 with an 8% increase in dollar volume of created notes compared to last year. Let's dive into the numbers and see what other trends we saw. Insights on Owner Financing Trends Even as overall real estate activity cooled, the consistent creation of private notes underscores … [Read more...] about Seller Financing Held Strong in 2024
Setting Up the “Luck of the Irish” in Note Investing
When I suggested that someone write a funny article that tied St. Patrick's Day to note investing…well…I didn't think it would have to be me. While a solid investing strategy is built on research, due diligence, and experience, sometimes it feels like a stroke of good fortune when you find that perfect deal. So, in the spirit of St. Paddy's Day, here are five attempts … [Read more...] about Setting Up the “Luck of the Irish” in Note Investing
Real Deal Breakers: What Can Wreck Your Note
Flexibility is the name of the seller financing game — or rather, the name of one of the benefits of owner financing. Flexibility for home sellers who want interest income, flexibility for home buyers looking for affordable homes, and flexibility for investors to make a deal work. As the investor, you set your price. You can offset risk factors and costs with your … [Read more...] about Real Deal Breakers: What Can Wreck Your Note
Getting Note Quotes – What Info Do You Need?
We all have had a note cross our desks that doesn't fit our investing goals. Whether the balance is too big or too small, it's not the type of property or occupancy we look for; it's in a state you don't buy notes, or it just doesn't fit your investment parameters - that's when you remove the buyer hat and put on the broker hat. But, before you just forward the email to your … [Read more...] about Getting Note Quotes – What Info Do You Need?
