In this episode of the Paperstac Podcast, hosts Rick Allen and Brett Burky are joined by special guest Larry Pendleton, a seasoned CPA and real estate investor, to discuss crucial tax strategies for note investors and real estate investors. This is a great episode for learning about tax strategies for note investors.

Larry shares his insights on the benefits of real estate investments, the importance of tax planning, and how to optimize your portfolio for maximum tax savings. They dive deep into topics like depreciation, 1031 exchanges, the nuances of mortgage notes, and the often overlooked tax advantages of different investment strategies. Whether you’re a seasoned note investor or just starting, this episode is packed with valuable knowledge that can help you make informed decisions and save money.

__________________________________

Chapters: 
0:00 Introduction
1:00 Meet Larry Pendleton: Background and Experience
3:00 Transitioning from Traditional Accounting to Real Estate Focus
5:00 The Power of Real Estate Investments in Tax Savings
7:00 Exploring the Benefits of Mortgage Notes
9:00 Depreciation and Its Impact on Real Estate Taxes
11:30 Understanding 1031 Exchanges and Mortgage Notes
14:00 Hybrid Investment Strategies: Real Estate and Other Avenues
18:00 The Importance of Active Participation in Short-Term Rentals
22:00 Tax Planning for Note Investors & Real Estate Professionals
24:00 Tax Code Changes and the Impact of Political Shifts
27:00 Misconceptions About Tax Deductions: G Wagons and More
30:00 Exploring Turo and Vehicle Depreciation
35:00 How to Find the Right Tax Advisor for Your Investment Needs
38:00 Key Takeaways for Note Investors
40:00 Closing Thoughts and Contact Information for Larry Pendleton


________________________________________
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➤ Don't forget to like, comment, and subscribe to our channel for more captivating content on mortgage notes and real estate investing.

SUBSCRIBE HERE: 👇  
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_______________________________________________________

➡Connect with Larry Pendleton
https://linqapp.com/LarryPendletonCPAinRealEstate  

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➤ LinkedIn Paperstac Newsletter: https://www.linkedin.com/newsletters/7061367477401702401/ 

_______________________________________________________

📚 NOTE INVESTING EDUCATION:

Looking for further education on note investing? 👇
Explore the Paperstac Academy: ➤ https://pstac.co/academy 

A mortgage note investing course designed to help you go from beginner to purchasing your first note.


📒 FREE Note Investing Guides: 👇
➤ https://marketing.paperstac.com/guides
_______________________________________________

🔊 SPEAKERS:  Rick Allen & Brett Burky

👉 Check out our podcast:
https://pstac.co/podcast_on_youtube

👉 Check out our Snackable Series:
https://pstac.co/snackable_series
____________________________________________
Access additional videos on mortgage notes and real estate investing by subscribing to the @Paperstac channel. 🛎️ Click the bell icon to receive notifications when we publish new videos.

#noteinvesting #taxstrategies #realestateinvestor

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Welcome to another episode of the Paperstac Podcast with Brett Burky and Rick Allen! In this episode, we dive into the world of note investing slang and jargon. Whether you’re new to the industry or looking to brush up on your knowledge, this episode is packed with valuable insights. Don’t forget to like, comment, and subscribe for more content!


Chapters:
0:00 Introduction
0:06 Brett and Rick’s Summer Vacations
0:34 Introduction to Note Investing Jargon
1:15 Understanding “Color” in Note Investing
1:45 What is the “Coupon Rate”?
2:13 Explaining “WAC” (Weighted Average Coupon)
3:17 “Coupon Clipping” in Note Investing
4:57 Defining “Strike Price”
5:45 What Does “Fade” Mean?
6:08 Understanding “Par” in Note Investing
6:18 NPL, RPL, and PLS: Types of Loans
6:44 What is a BPO (Broker Price Opinion)?
6:52 What is an O&E (Ownership and Encumbrance Report)?
7:27 PMI and Force-Placed Insurance
7:56 LTV and Other Common Acronyms
8:10 Understanding JV (Joint Venture)
8:48 What Does “Seasoning” Mean?
9:10 Knowledge Base and Glossary of Terms
9:45 Other Important Jargon: Scratch and Dent, Exit Strategy, Workout
10:44 Visit the Academy & Purchase Notes

For more information and resources, visit Paperstac Academy. Ready to invest? Check out the latest real estate notes available at Paperstac.


⛓️‍💥Links:
Paperstac: https://paperstac.com/
Paperstac Academy (Note Investing Course): https://academy.paperstac.com/
Paperstac Knowledge Base: https://su

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In this episode of the Paperstac Podcast, Brett Burky and Rick Allen discuss avoiding borrower communication mistakes in note investing by understanding when, how, and if you should ever contact borrowers. 

Dive into the critical topic of borrower communication during note transactions. Discover the dos and don'ts of reaching out to borrowers, especially in non-performing loan scenarios. 

Learn from their experiences, understand the legal implications, and get practical advice to avoid costly mistakes.

If you are interested in note investing and avoiding common pitfalls, this episode provides valuable insights to help you navigate the complexities of borrower interactions effectively.

As a note investor, knowing when, how, and under what circumstances to contact a borrower is essential. Listen to this episode full of note investing insights on the right timing, approach, and circumstances under which it is appropriate to contact a borrower.

This is an important Note Investing for Beginners topic focused on how to avoid borrower communication mistakes. Understanding the nuances of when, how, and if you should ever contact borrowers is crucial for anyone looking to succeed in note investing. Join us as we unpack these vital strategies and more.

__________________________________

Chapters: 

0:00 Introduction 
0:16 Rick’s Cold Plunge Experience
1:54 Importance of Subscribing to the Channel
2:55 Communicating with Borrowers in Note Investing
4:55 Legal Implications of Contacting Borrowers
6:45 Brett’s Experience with a Non-Performing Loan
8:30 When to Contact Borrowers in Note Investing
10:54 Importance of Seller Consent
12:46 Cooling Off Period and Legal Considerations
14:00 Closing Thoughts and Paperstac Academy

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Rick Allen and Brett Burky discuss essential note investing tools, emphasizing the use of spreadsheets like Excel, a centralized storage location, CRM systems for asset management, and automation tools like Zapier, showcasing practical insights for managing mortgage notes effectively.


Note Investing Tools Key Takeaways:

➤ Excel or Google Sheets are crucial for calculations and data organization.

➤ A centralized storage location like Dropbox is essential for asset files.

➤ Utilize CRM systems like Podio for efficient asset management.

➤ Automation tools such as Zapier or Make can streamline workflows and document generation.

➤ Networking tools like LinkedIn and BiggerPockets are valuable for connections.

➤ Explore emerging AI tools for enhancing data management and processing.

➤ Continuous learning and exploration of new tools are vital for effective note investing operations.




__________________________________

Chapters:
00:00
00:45 Note Investing Tools
2:35 The Essential Spreadsheet
3:00 Microsoft Excel vs. Google Sheets
3:33 Importance of Centralized Storage
3:57 Document Custodian for Collateral Files
4:45 CRM Systems for Asset Management
5:20 Rick's Experience with Podio
6:28 Importance of CRM for Asset Management
7:02 Tracking Costs with QuickBooks
7:25 Early Tracking Systems
8:04 Modern Tools and AI
8:39 Paperstac and AI Integration
9:00 Loan Servicing for Collections


________________________________________
🎬 Share this video: put the video link


➤ Don't forget to like, comment, and subscribe to our channel for more captivating content on mortgage notes and real estate investing.

SUBSCRIBE HERE: 👇 
👉https://pstac.co/subscribe_on_youtube 👈
_______________________________________________________

➤ LET'S CONNECT ON SOCIAL MEDIA

https://www.instagram.com/paper_stac/
https://www.linkedin.com/company/paperstac
https://www.facebook.com/paperstac/
https://twitter.com/paper_stac
https://www.tiktok.com/@paperstac



Browse notes for sale: https://paperstac.com/for-sale
Paperstac Blog: https://paperstac.com/blog
Paperstac Medium: https://medium.com/@paperstac

➤ LinkedIn Paperstac Newsletter: https://www.linkedin.com/newsletters/7061367477401702401/

_______________________________________________________

NOTE INVESTING EDUCATION:

Looking for note investing education? 👇
Explore the Paperstac Academy: ➤ https://pstac.co/academy

A mortgage note investing course designed to help you go from beginner to purchasing your first note.


Download FREE Note Investing Guides: 👇
➤ https://marketing.paperstac.com/guides


Here are a few of the note investing guides available to you at no cost:

Intro to Note Investing 
https://academy.paperstac.com/intro-to-note-investing

Buying Your First Mortgage Note
https://academy.paperstac.com/buying-first-mortgage-note

Buying Non-Performing Notes: Ultimate Guide
https://academy.paperstac.com/non-performing-notes

Creating Passive Income with Mortgage Notes
https://academy.paperstac.com/creating-passive-income

AND MORE!!!
_______________________________________________

🔊 SPEAKERS:  Rick Allen & Brett Burky

👉 Check out our podcast:
https://pstac.co/podcast_on_youtube

👉 Check out our Snackable Series:
https://pstac.co/snackable_series
____________________________________________
Access additional videos on mortgage notes and real estate investing by subscribing to the  @Paperstac channel. 🛎️ Click the bell icon to receive notifications when we publish new videos.

#noteinvesting #noteinvestor #mortgagenotes

Follow Us On These Platforms:👇

• Facebook: https://pstac.co/facebook
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In this video, Brett and Rick delve into the key differences between CFDs, mortgages, and deeds of trust.

Mortgage notes, deeds of trust, and contracts for deeds are all common security instruments in real estate investing. However, their differences can be a bit tricky to understand. We're here to simplify them for you.

Rick and Brett also share valuable insights and experiences from the recent Diversified Mortgage Expo (DME) in Nashville. They cover everything from key takeaways and event highlights to detailed discussions on real estate investment strategies. This episode is full of essential information for both beginners and experienced investors.

Join us as we delve into the details of contracts for deeds, mortgages, and deeds of trust in this edition of the Paperstac Podcast.

________________________________

CHAPTERS:

0:00 Intro
0:05 DME Event Recap
1:44 Fun Activities at DME: Axe Throwing Competition
2:44 The Importance of Technology in the Industry
3:20 Insights on Land Investments
3:50 Learning about Syndications
5:01 Networking at Conferences
5:58 Attending as an Attendee vs. a Vendor
6:06 Differences Between Contract for Deed, Deed of Trust, and Mortgage
8:00 Detailed Discussion on Contract for Deed
10:00 Legal Nuances and Recording Procedures
12:00 Deed of Trust vs. Mortgage
15:00 Tax Benefits and Ownership in Contract for Deed


_____________________________

1️⃣ Contract for Deed: Buyer makes installment payments, gains equitable ownership, and gets the deed upon full payment.

2️⃣ Deed of Trust: Involves borrower, lender, and trustee; trustee holds the title; allows non-judicial foreclosure.

3️⃣ Mortgage: Two-party agreement; lender holds a lien; judicial foreclosure required.


________________________________________
🎬 Share this video: https://youtu.be/mOm38IQ8huw


➤ Don't forget to like, comment, and subscribe to our channel for more captivating content on mortgage notes and real estate investing.

SUBSCRIBE HERE: 👇  
👉https://pstac.co/subscribe_on_youtube 👈
_______________________________________________________

➤ LET'S CONNECT ON SOCIAL MEDIA

https://www.instagram.com/paper_stac/
https://www.linkedin.com/company/paperstac
https://www.facebook.com/paperstac/
https://twitter.com/paper_stac
https://www.tiktok.com/@paperstac



Browse notes for sale: https://paperstac.com/for-sale
Paperstac Blog: https://paperstac.com/blog
Paperstac Medium: https://medium.com/@paperstac

➤ LinkedIn Paperstac Newsletter: https://www.linkedin.com/newsletters/7061367477401702401/ 

_______________________________________________________

📚 NOTE INVESTING EDUCATION:

Looking for further education on note investing? 👇
Explore the Paperstac Academy: ➤ https://pstac.co/academy 

A mortgage note investing course designed to help you go from beginner to purchasing your first note.


📒 FREE Note Investing Guides: 👇
➤ https://marketing.paperstac.com/guides
_______________________________________________

🔊 SPEAKERS:  Rick Allen & Brett Burky

👉 Check out our podcast:
https://pstac.co/podcast_on_youtube

👉 Check out our Snackable Series:
https://pstac.co/snackable_series
____________________________________________
Access additional videos on mortgage notes and real estate investing by subscribing to the @Paperstac channel. 🛎️ Click the bell icon to receive notifications when we publish new videos.

#noteinvesting #mortgages #deedoftrust

Follow Us On These Platforms:👇

• Facebook: https://pstac.co/facebook
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In this video, we show you how to set up a successful listing on Paperstac.
Dive into the process of creating a standout note investment listing on Paperstac and gain important note investing insights for success. 

We start by walking you through the foundational steps necessary for setting up a real estate note listing that not only catches the eye but also performs well on the platform. Our focus extends beyond just the basics; we're here to share with you some essential strategies and insights that are crucial for anyone looking to succeed in note investing on Paperstac.

The episode is packed with invaluable pointers on how to engage effectively with potential buyers. Communication is key when it comes to selling anything, and we have tailored advice on how to craft your messages and respond to queries in a way that builds trust and interest. Whether you're new to this or looking to refine your approach, our tips will help you create a connection with your audience.


Additionally, we dive into the critical aspect of handling due diligence. This is a step that cannot be overlooked, as it ensures the legitimacy and attractiveness of your listing. We outline what documents and information you should prepare and how to present them transparently to prospective buyers. This preparation not only protects you but also significantly increases your chances of a successful transaction.


But we don’t stop there. We also take a close look at how to optimize your listings for maximum visibility and appeal. From making sure your listing is easily discoverable to ensuring it shines once found, we cover all you need to know about making your offer stand out in a crowded marketplace. The episode includes practical advice on using keywords, crafting compelling descriptions, and choosing the right visuals to make your listing pop.

Join us in this comprehensive video as we guide you through each of these phases. Whether you're just starting out or looking to up your game on Paperstac, you'll find valuable insights and tools to help you craft successful listings, communicate effectively with buyers, manage due diligence with ease, and optimize your presence for the best possible outcomes.

_________________________________

Chapters

0:00 Introduction and upcoming events
0:19 DME note investing conference 
1:41 Announcements on new Paperstac enterprise products
3:02 How to set up listings on Paperstac for note investing success
6:00 The importance of transparency and accurate story-telling in listings
8:00 The value of visuals and payment histories in listings
10:50 The role of BPOs in shaping buyer decisions
13:02 Handling sensitive information and private documents in a transaction



________________________________________
🎬 Share this video: https://youtu.be/LPKkuj8SxfE 


➤ Don't forget to like, comment, and subscribe to our channel for more captivating content on mortgage notes and real estate investing.

SUBSCRIBE HERE: 👇  
👉https://pstac.co/subscribe_on_youtube 👈
_______________________________________________________

➤ LET'S CONNECT ON SOCIAL MEDIA

https://www.instagram.com/paper_stac/
https://www.linkedin.com/company/paperstac
https://www.facebook.com/paperstac/
https://twitter.com/paper_stac
https://www.tiktok.com/@paperstac



Browse notes for sale: https://paperstac.com/for-sale
Paperstac Blog: https://paperstac.com/blog
Paperstac Medium: https://medium.com/@paperstac

➤ LinkedIn Paperstac Newsletter: https://www.linkedin.com/newsletters/7061367477401702401/ 

_______________________________________________________

📚 NOTE INVESTING EDUCATION:

Looking for further education on note investing? 👇
Explore the Paperstac Academy: ➤ https://pstac.co/academy 

A mortgage note investing course designed to help you

Follow Us On These Platforms:👇

• Facebook: https://pstac.co/facebook
• Linkedin: https://pstac.co/linkedin
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In this episode, Nathan Turner talks about his experience of buying his first mortgage note. 


Learn about Nathan's background and expertise as the Canadian note guy. Discover how Nathan ventured into the world of mortgage notes and his initial experiences in the note space in this episode of the Paperstac Podcast!

Explore Nathan's first note purchase and the bold decision to invest in three non-performing notes. 

Gain insights into Nathan's approach to solving sellers' problems and capitalizing on distressed properties. 


Learn how Nathan's investment approach evolved over time, including shifting to buying performing notes.


In this captivating episode, Nathan divulges valuable experiences and insights gained during his initial years in the note space, providing a treasure trove of knowledge for both new and experienced investors. 

Additionally, the episode features practical advice tailored specifically for newcomers to note investing.



Watch the episode for a deep dive into Nathan's journey of buying his first mortgage note.


__________________________________

Chapters: 
00:00 Intro
00:15 Nathan Turner Introduction
03:52 Challenges of Investing from Outside the US
04:23 Nathan's First Note Purchase
10:37 Education in Note Investing: Transition from Buying Non-Performing to Performing Notes
13:37 Evolving Market Dynamics and the Shift Towards Performing Notes
18:30 Advice for New Note Investors
________________________________________
🎬 Share this video: https://youtu.be/p2AU4xLhPQ8

➤ Don't forget to like, comment, and subscribe to our channel for more captivating content on mortgage notes and real estate investing.

SUBSCRIBE HERE: 👇  
👉https://pstac.co/subscribe_on_youtube 👈
_______________________________________________________

➤ LET'S CONNECT ON SOCIAL MEDIA

https://www.instagram.com/paper_stac/
https://www.linkedin.com/company/paperstac
https://www.facebook.com/paperstac/
https://twitter.com/paper_stac
https://www.tiktok.com/@paperstac



Browse notes for sale: https://paperstac.com/for-sale
Paperstac Blog: https://paperstac.com/blog
Paperstac Medium: https://medium.com/@paperstac

➤ LinkedIn Paperstac Newsletter: https://www.linkedin.com/newsletters/7061367477401702401/ 

_______________________________________________________

📚 NOTE INVESTING EDUCATION:

Looking for further education on note investing? 👇
Explore the Paperstac Academy: ➤ https://pstac.co/academy 

A mortgage note investing course designed to help you go from beginner to purchasing your first note.


📒 FREE Note Investing Guides: 👇
➤ https://marketing.paperstac.com/guides
_______________________________________________

🔊 SPEAKERS:  Rick Allen & Brett Burky

👉 Check out our podcast:
https://pstac.co/podcast_on_youtube

👉 Check out our Snackable Series:
https://pstac.co/snackable_series
____________________________________________
Access additional videos on mortgage notes and real estate investing by subscribing to the @Paperstac channel. 🛎️ Click the bell icon to receive notifications when we publish new videos.

#noteinvesting #realestateinvesting #mortgagenotes

Follow Us On These Platforms:👇

• Facebook: https://pstac.co/facebook
• Linkedin: https://pstac.co/linkedin
• Twitter:  https://pstac.co/twitter
• TikTok: ...

In this episode, we delve into the invaluable benefits of attending note investing conferences, with a focus on the upcoming Diversified Mortgage Expo. Nathan Turner, the current organizer of this note investing event, shares his insights on why these gatherings are essential for building connections, learning from industry experts, and elevating your note business to new heights.


Diversified Mortgage Expo 
(DME 2024)

Nathan Turner took over the Diversified Mortgage Expo, an annual note investing conference that he ran for the first time last year and is now organizing for the second time. This note investing educational event, now in its ninth year, serves as a vital platform for real estate and note industry professionals to connect, learn, and elevate their note businesses.



The Value of In-Person Connections

Attending in-person note investing conferences offers unparalleled value in building relationships, gaining industry insights, and fostering long-lasting connections. The power of face-to-face interactions can significantly impact your note business, providing opportunities for collaboration, knowledge-sharing, and personal growth.



Join us as we uncover the power of note investing conferences and explore insights from the organizer of the Diversified Mortgage Expo, Nathan Turner.


Gain a deeper understanding of the power of in-person interactions at note investing conferences and unique note industry insights. Don't miss out! 

Check out the video NOW and discover the benefits of attending note investing conferences and taking your note investing strategies to the next level. 



_________________
Diversified Mortgage Expo
DME 2024

Grow your business with new strategies, insights, and a wealth of industry knowledge at DME!

This two-day, no-pitching event is designed to keep you at the forefront of the note investing industry. Explore the rich heritage of Music City, experience top-notch hospitality, and take your note investing to the next level!

Use our Paperstac Discount Code below to SAVE money on DME Tickets!!

🎟️ Secure Your Spot for DME 2024

🔗Get Tickets Here: https://diversifiedmortgageexpo.com/product/diversified-mortgage-expo-dme-2024-note-investing-conference-paperstac/ 


__________________________________

Chapters: 



________________________________________
🎬 Share this video: https://youtu.be/CN4jL3vMSuE


➤ Don't forget to like, comment, and subscribe to our channel for more captivating content on mortgage notes and real estate investing.

SUBSCRIBE HERE: 👇  
👉https://pstac.co/subscribe_on_youtube 👈
_______________________________________________________

➤ LET'S CONNECT ON SOCIAL MEDIA

https://www.instagram.com/paper_stac/
https://www.linkedin.com/company/paperstac
https://www.facebook.com/paperstac/
https://twitter.com/paper_stac
https://www.tiktok.com/@paperstac



Browse notes for sale: https://paperstac.com/for-sale
Paperstac Blog: https://paperstac.com/blog
Paperstac Medium: https://medium.com/@paperstac

➤ LinkedIn Paperstac Newsletter: https://www.linkedin.com/newsletters/7061367477401702401/ 

_______________________________________________________

📚 NOTE INVESTING EDUCATION:

Looking for further education on note investing? 👇
Explore the Paperstac Academy: ➤ https://pstac.co/academy 

A mortgage note investing course designed to help you go from beginner to purchasing your first note.


📒 FREE Note Investing Guides: 👇
➤ https://marketing.paperstac.com/guides
_______________________________________________

🔊 SPEAKERS:  Rick Allen & Brett Burky

👉 Check out our podcast:
https://pstac.co/podcast_on_youtube

👉 Check out our Snackable Series:
https://pstac.co

Follow Us On These Platforms:👇

• Facebook: https://pstac.co/facebook
• Linkedin: https://pstac.co/linkedin
• Twitter:  https://pstac.co/twitter
• TikTok: ...

Follow Us On These Platforms:👇

• Facebook: https://pstac.co/facebook
• Linkedin: https://pstac.co/linkedin
• Twitter:  https://pstac.co/twitter
• TikTok: ...

Follow Us On These Platforms:👇

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