Note Camp LIVE

Carol Ellis shares her three favorite ways for note investors to grow their portfolios using self-directed individual retirement accounts.

You can also watch the original video at https://bit.ly/CaroleEllisNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at http://NoteCamp.live.

Carole Ellis serves as Editor-in-Chief of Self Directed Investor News, the top news publication in America for self-directed investors. She is also co-host of Self Directed Investor Talk. Carole has served as the editor of the Bryan Ellis Investing Letter, a newsletter for real estate investors with over 700,000 subscribers worldwide and she’s a regular contributor financial and real estate industry publications such as Think Realty and Real Estate Income Monthly. Carole is a contributor to the Huffington Post and has served as an editor of the Research magazine at the University of Georgia. Carole studied Botany and English Literature at the University of Georgia.

Scott talks with Val Sotir from Watermark Exchange and Joel Markovitz from Talon Capital Partners about the past, current, and future note investing markets and where they see the opportunities lying in the near future.

You can also watch the original video at https://bit.ly/JoelValNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at http://NoteCamp.live.

Val Sotir is the founder and CEO of Watermark Capital Partners. Extensive experience in buying and selling distressed mortgage notes and expertise are an essential element of the company´s success. His career started on Wall Street where he has more than 10 years´ experience as a stock broker, investment banker and securities sales professional with emphasis in trading, investment planning and research and client portfolio management.

Val worked in the mortgage industry from 2001-2010 as the owner of Consumer Capital Solutions, a residential and commercial mortgage company.

He has gained much experience during the growth years from 2001-2008 and then switched into commercial mortgage origination when the residential market evaporated. Besides originating mortgage loans, he also serviced his former clients with loan modifications, principal reductions and workouts as well as offered Private Lending services. These experiences lead him to find the opportunity of purchasing and working to revise the terms of mortgage notes.

Relationships with the Banks and Servicer's in the mortgage business gave him an inside track on the deals being made by those entities that were adjusting the terms of these notes. This was his prime motivation to enter the notes trading business. He has bought and sold thousands of mortgage notes of varying sizes and in many geographical markets.

In 2009 he was featured on the Cover of Forbes magazine as one of the mortgage survivors on Wall Street – an article discussing how some in the mortgage business have reinvented themselves in the Non Performing Notes industry.

Note investor Desi Arnaz talks about why he loves performing paper and how you can easily achieve a note portfolio of over a million dollars in value.

You can also watch the original video at https://bit.ly/DesiArnazNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at http://NoteCamp.live.

Desi is a Real Estate to Notes convert. After 33+ years of landlording & "flipping", Desi discovered Notes in 2013 and immediately converted his entire portfolio to Notes and today he manages a $20M Private Note Fund. Entertaining, Engaging & Educational. Find out more info at http://www.ACILegacyGroup.com!

Kristin Gerst from Capricorn Mortgage Investments breaks down what she looks for in buying performing owner-financed notes.

You can also watch the original video at https://bit.ly/KristinGerstNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at http://NoteCamp.live.

Kristin Gerst is the Managing Director at Capricorn Mortgage Investments. Capricorn Mortgage Investments buys high-interest rate mortgages from small business owners and companies and sells them to large institutional buyers.

Kristin Gerst was born in Paris, France and raised in Chicago, IL. Kristin is a graduate with a BA and MA degree from the University of North Texas. Kristin has been a Texan since 1996 and became a full-time real estate investor in January 2005. Kristin got started with an 8-unit apartment building and by mid-2008, she had acquired over 60 doors that were all rented Section-8 and that she managed herself. Since January 2005, Kristin has successfully renovated 100’s of properties. After the market crashed in 2008, Kristin learned how to owner finance properties and started converting her properties to mortgage notes as her tenants vacated. She also became skilled in acquiring properties by the “Subject-to” method and creating “wrap around mortgages” with each property she acquired. In 2014, Kristin accepted the Director of Marketing position for Bay Mountain Capital, a hard money lender in Dallas, TX, and got proficient at not only borrowing hard money, but also lending it.

Kristin has originated 100s of owner finance notes for her own portfolio as well as other investors. After discovering a need in the market to buy owner finance mortgages from investors, Kristin created Capricorn Mortgage Investments in early 2015. Since 2017, Capricorn Mortgage Investments has bought and sold over $26 million dollars in private owner finance mortgages.

In 2017, Kristin entered the short-term vacation rental space in Dallas, TX. She has twelve active and very successful AirBnBs in Uptown Dallas and has started managing short-term rentals for other investors. Kristin Gerst is one of the Divas on the show “Real Estate Divas” on PropelioTV and continues to public speak and teach on various real estate topics monthly.

There are so many ways to go about investing in real estate, so many methods you can incorporate into your practice, and having a stronger foundational knowledge of all these techniques can help you decide what works best for what you’re doing and what you want to do. One of these methods is called the Deferred Sales Trust, which, simply put, is a manufactured installment sale. Join us as Brett Swarts of the Capital Gains Tax Solutions Podcast discuss the differences between 1031 Exchanges and Deferred Sales Trust. See how the DST can be a better fit for your long-term investment strategies. Find out more info at http://capitalgainstaxsolutions.com.

You can also watch the original video at https://bit.ly/BrettSwartsNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at http://NoteCamp.live.

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers on the west coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a tax-deferred passive cash flow optimal timing wealth plan of their own, and execute on this plan so they can create and preserve more wealth.

Brett is the Founder of Capital Gains Tax Solutions and host of the capital gains tax solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.

Mr. Swarts is passionate about educating people in Capital Gains Tax Deferral with a Deferred Sales Trust, how to divest from a business or real estate, and gain freedom from feeling hostage to a 1031 exchange, then invest back in to a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing.

His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $88,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who holds Series 22 and 63 licenses.

Brett was formerly an associate at the largest Commercial Real Estate Brokerage firm in the country, has his own Multifamily Brokerage Company now, and has years of experience and hands-on training from some of the best in the business.

Brett lives in Roseville California, with his wife, Melanie and their 5 children.

Mike Wolf shares his love of making money by using tax liens, tax deeds, and tax overages as his preferred investment strategy. He especially loves investing in Harris County (Houston), Texas and the Texas Triangle. Find out more at http://MikeWolfMastery.com

You can also watch the original video at https://bit.ly/MikeWolfNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at http://NoteCamp.live.

Mike Wolf is a self-made freedom lifestyle entrepreneur, seasoned investor, and international speaker. He has been investing in real estate for almost 30 years and has been involved in several other entrepreneurial ventures.

He is a regular contributor in the media with his extensive background in business, entrepreneurship, and real estate. His experience investing in the U.S. as a Canadian has given Mike a unique perspective on taxation and other cross-border investing issues.

Mike not only loves investing in real estate but he loves teaching his students about it as well. He has helped thousands of his students successfully invest in his turnkey properties and as well as teaching others strategies on how to do it themselves.

Mike is passionate about showing people how to successfully invest and grow thriving businesses. Mike has a passion for entrepreneurship and sharing that wisdom with his students.

As a heart-centered entrepreneur his passion is giving back to the entrepreneurial community to help people make informed, educated business decisions to build long-term passive income and wealth for themselves and their families.

Mike helps people realize their dreams of creating both time, location, and financial freedom by teaching strategies to achieve passive income. Mike believes that you should love what you do every day and really enjoy life!

Dan Kryzanowski from Rocket Dollar talks about how to take control of your self-directed IRA to maximize your retirement dollars.

You can also watch the original video at https://bit.ly/DanKNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at http://NoteCamp.live.

Dan Kryzanowski is an active real estate investor and fundraiser, leveraging Checkbook Control Self- Directed accounts - SDIRA and Solo 401(k) - to create a diversified real estate portfolio yielding double-digit returns. He specializes in self-storage investments, multi-family and hard money residential property loans. Dan has personally raised millions of dollars from family offices and individuals, and empowered his partners to raise seven-figures on multiple occasions.

Scott Carson talks with John Swiercinsky from iCandy homes about his rehab and systems for coming in on time and on the money with your fix and flips.

You can also watch the original video at https://bit.ly/JohnSwiercinskyNC20 on WeCloseNotes YouTube Channel. You can also register for the next Note Camp at http://NoteCamp.live

John Swiercinsky graduated with a Bachelor of Science in Economics from Rose-Hulman Institute of Technology. He also studied the Rich Dad Real Estate Education Program. He strives for lifelong growth both in business and personally.

Prior to joining iCandy Homes, John Swiercinsky specialized in determining land value and potential development opportunities in Las Vegas, NV, Mokena, IL, and Ridgway, CO. Starting in 2003, he worked on projects as large as 2400 acres to determine the highest and best use of those properties. Mr. Swiercinsky also took the leading role in the sale of 7.5 acres of land zoned agricultural and sold for a commercial development at more than $6 per square foot.Mr. Swiercinsky has had experience with the acquisition, rehabilitation and subsequent sale of single-family homes and manufactured homes; research and development of commercial apartment buildings; research and development of mobile home and RV parks; research, analysis, and marketing for a 55+ active senior community.

At iCandy Homes, Mr. Swiercinsky provides the overall vision for the company and develops strategic relationships all over the world to create mutually beneficial business opportunities.

Never forgetting where he started, Mr. Swiercinsky highly regards continuing education, personal development and proper business training. He was instrumental in the establishment of the Chicagoland Real Estate Connections Club, a premiere resource for local real estate investors. He works alongside his iCandy Homes partners and international experts to develop unique educational products and to provide coaching and mentoring services.

Brent Buscay from Laughlin & Associates talks about the different ways to avoid piercing the corporate veil and why you want use Laughlin and Associates to help protect you, your entities, and your assets.

Check out the special offering for Note Camp attendees at http://CorpVeilProtection.com.

Brent Buscay is the VP of Business Operations for Laughlin and Associates out of Reno, NV. We’ve been an advocate for entrepreneurs for over 40 years; a pioneer in the incorporation industry. Laughlin prides itself on the long-term relationships we have with our clients. We work closely with our clients to help them start, grow and profit from their businesses while assisting them in fulfilling their dreams.

Laughlin was originally started in 1971 by Harley Laughlin, an independent truck driver who had the vision to provide entrepreneurs with the same resources and benefits as big businesses.

You can also watch the original video at https://bit.ly/BrentBuscayNC20 on WeCloseNotes YouTube Channel. You can also register for the next Note Camp at http://NoteCamp.live.

Stefanie LaHart from Boomtown Marketing shares her plan for creating a social media blueprint for real estate investors.

You can also watch the original video at https://bit.ly/StefanieLaHartNC20 on WeCloseNotes YouTube Channel. Register for the next Note Camp at http://NoteCamp.live.

Stefanie LaHart empowers business owners to build the empire of their dreams. An expert on the art of becoming an entrepreneur in the golden age of social media, Stefanie is the founder of BoomTown Marketing, connecting passion-driven businesses with their ideal customers. Helping hundreds of businesses to launch their online presence, Stefanie creates digital conversations that convert to real-world customers. Stefanie also tours as a speaker, taking to stages across the country to educate the public with better awareness of social media best practices, algorithms, and protection against social engineering.