Note Investor

How to buy, sell, broker or invest in private mortgage notes for cash flow!

Your Trusted Source For
Note Investing Information!

Note Industry Conventions

One of the best ways of finding success in the note industry is networking. It offers opportunities for education and mentorship, ways to network with other investors to find deals, and to promote your business and what you do. And while there are some great online networking opportunities in the form of social media and groups, there is one place that has all of those things…

Image of People at Convention with Words Note Industry Conventions

….note industry conventions.

Luckily, not all note industry conferences are created the same. Some offer multi-day experiences, some require travel, some are online, some have free to attend options, and some are spread out over time via speaker series. It’s all about finding the one that will work for you, your budget, and your goals in the note industry.

So, without further adieu, here are some noteworthy conventions for note buyers.

Note Industry Conventions

It can be hard to narrow down which convention works best. We’ve created a short list below of popular conventions for note buyers along with their date and location. Make sure to click on each convention to learn more!

Popular Conventions for Note Buyers

Cash Flow Expo Online Summit

The Cash Flow Expo has one goal: find the best and brightest and bring them to you and for FREE.

That’s right. The live event happening February 6 – 8, 2025 is free to attend. There is also an option to purchase lifetime, 24/7 access to all the sessions and materials for $97 (early bird pricing).

Cash Flow Expo focuses on more than just seller financing, but on wealth building and retirement planning as well. Topics include Real Estate, Private Mortgage Notes, Note Investing, Private Lending, Mobile Home Notes, Seller Financing, Self-Directed IRAs, Stocks and Options, Alternative Real Estate Investments, and much more.

If you are looking for a convention that offers actionable education without breaking the bank or your schedule, this is the one for you. Learn more about Cash Flow Expo and sign-up at www.cashflowexpo.com.

*We are hosting, speaking, and organizing the Cash Flow Expo.

Diversified Mortgage Expo

Diversified Mortgage Expo is all about networking, learning and growing your note business. With that focus on connecting new and experience investors, DME helps note buyers and note professional stay informed on changes and advances in the industry and strategies.

You can expect to see 200+ note investors, institutional sellers, private lenders and service providers.

The Diversified Mortgage Expo is happening May 2nd – 3rd, 2025 in Nashville, Tennessee. Tickets start at $499 for early bird pricing and go up to $599 closer to the event. Learn more and get your ticket at diversifiedmortgageexpo.com.

*We are speaking at Diversified Mortgage Expo.

IMN Annual Notes & NPL Conference

The IMN Annual Notes & NPL Conference boasts 300+ note industry professionals ranging from Fannie Mae and Freddie Mac institutional pools to the average note buyer in business for themselves. The conference is for all sized investors who want to explore transactions really being done in this high interest rate environment and learn and transact with each other.

The IMN Conference is happening Orlando, Florida and the Dates are TBD (the Event typically happens early to mid-March). Pricing is to be announced and will be updated here when available. Learn more about the event and register at https://events.imn.org/.

NoteExpo

Confidence is the name of the game. NoteExpo focuses on giving its attendees the tools to tap into their real estate potential and navigate the ever changing market and trends.

Session topics range from note investing case studies to future proofing your investments to strategies in the changing real estate market helping you expand your wealth growing potential.

The NoteExpo will be in Dallas, Texas on November 7th & 8th, 2025. Pricing is to be announced and will be updated here when available. To learn more about the event, visit noteexpo.com.

NoteWorthy Investors Summit

The NoteWorthy Investors Summit has been happening annually for over 30 years and hosts those from all aspects of the real estate note business including performing and nonperforming investors, owner financiers, commercial investors, private lenders and more.

With registration capped at 100 tickets, it focuses on intimate discussions and networking opportunities.

The NoteWorthy Investors Summit will be in Scottsdale, Arizona on February 28th and March 1st. General Admission is $395 and VIP Admission is $495. To learn more about the event, visit noteworthyusa.com/events/.

Paper Trail Conference

The Paper Trail Note Conference focuses on educating investors — whether starting or scaling — on the industry trends and market principles needed for success.

Whether focusing on non-performing loans, seller financing, or private lending, the Paper Trail Note Conference brings together industry experts, seasoned investors, and top vendors to provide insights and strategies.

The Paper Trail Conference is happening in Chandler/Phoenix, Arizona on September 18th – 20th. Early Registration starts at $450 and VIP Tickets are $650. Save an additional $50 using using our special coupon code: NOTES To learn more about the convention, visit papertrailconference.com.

*We are headline speakers at this event. You can use access code NOTES to save $50 off or CLICK HERE.

Conventions for Note Buyers by Date

That’s a lot of networking opportunities! While options are great, it can be difficult to narrow down the best convention (or conventions) for you. And with our busy schedules working on building wealth, sometimes it all comes down to timing.

Here’s an overview of note industry conventions by date.

  • Cash Flow Expo – Online – February 6 – 8, 2025
  • NoteWorthy Investor Summit – Arizona – February 28 – March 1, 2025
  • IMN Defaulted Notes – Florida – Typically March (2025 Dates TBD)
  • Diversified Mortgage Expo – Tennessee – May 2 – 3, 2025
  • Paper Trail Conference – Arizona – September 18 – 20, 2025
  • NoteExpo – Texas – November 7 – 8, 2025

Note Investing Podcasts – Learn on the Go

If you don’t have time to commit a whole weekend and prefer to learn on the go in smaller bursts, podcasts may be your key to learning.

Every year we hold our Best of Notes to acknowledge the best resources in the note industry — including the best podcast and shows for note investors. Check out the list below for some of the most popular note investing podcasts to get started learning.

Finding Your Place in the Note Industry

Whatever your choice, conventions offer great learning and networking opportunities. For new investors, it’s a great way to learn from experienced investors and find connections to help you grow your business. For industry veterans, conventions help your stay on top of the latest note industry news and trends and find deals.

When choosing a note industry convention, it all comes down to you. What are you looking for? What is your learning style? When are you available? Can you travel? All these conventions offer great opportunities — you can’t go wrong!

Note Industry Resources

Looking for some resources for note investors? We’ve got you covered.