The Note Closers Show Podcast

72 Note Portfolio Deep Dive: Mastering Note Analysis for Maximum ROI


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Hey Note Closers! Scott Carson here, ready to take you on an exciting journey—a deep dive into a portfolio of 72 first-lien notes! This episode isn't just theory; it's a practical, hands-on demonstration of how to analyze a large portfolio, identify profitable deals, and maximize your returns.


Key Aspects Covered:

This episode provides a step-by-step walkthrough of analyzing a diverse portfolio of performing and non-performing notes. Here are the key highlights:

  • Portfolio Overview & Data Analysis: We begin with an overview of the portfolio, including the distribution of performing and non-performing notes across various US states. I discuss accessing and using raw data from lenders to make informed decisions.
  • Developing an Investment Strategy: Based on the raw data, we develop different investment strategies considering various factors like loan amounts, equity, and LTV. This includes determining appropriate offer prices.
  • Cherry Picking vs. Portfolio Purchase: We discuss the pros and cons of focusing on specific notes ("cherry-picking") versus purchasing the entire portfolio.
  • Practical Formula Application: We use formulas to calculate equity, cash flow, and ROI for both performing and non-performing notes. This provides a step-by-step guide to evaluating the financial potential of each note.
  • Non-Performing Note Strategies: We explore specific strategies for handling non-performing notes, such as modification, foreclosure, and cash-for-keys.


Learn from a Real-World Example:

This episode isn't just about theory; it's a practical demonstration using a real-world portfolio of notes. I'll walk you through my thought process for evaluating each note, making offers, and maximizing potential returns. This hands-on approach offers invaluable insights for all note investors, regardless of experience level.


Connect and Take Action:

Ready to refine your note investing strategies? Book a call at talkwithscottcarson.com to discuss your individual needs. Don't miss out on this opportunity to enhance your skills and elevate your portfolio!


Watch the original VIDEO HERE!


Book a call with SCOTT HERE!


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The Note Closers Show PodcastBy Scott Carson

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