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
Note Buyers
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
Streamline Your Note Business: Five Tools That Give Your Time Back
If you are in note investing, your week fills up fast. Seller calls. Servicer emails. Deal reviews. Due diligence checklists. Investor updates. Marketing for sellers. Repeat. None of it is overly complicated; however, all of it is time-sensitive. Most of it is repeatable. That is where streamlining matters. Here are a couple of tools that might help you get some of that … [Read more...] about Streamline Your Note Business: Five Tools That Give Your Time Back
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
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
