Note Camp Season 3 - Note Camp Commercial

Scott talks with Michael Jimenez from Xchange.loans about sourcing and presenting commercial notes on NoteCamp.

You can also watch the original video at https://bit.ly/MichaelJimenezNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at https://notecamp.live/.

Michael Jimenez is co-founder and the CXO of Xchange.Loans- The online marketplace for non-performing loans. Which is still pretty opaque and vague. When a lender has an asset- typically a non-performing loan- that they want off their books they come to our marketplace to sell that asset to qualified buyers for cash. He is in charge of user experience, sales & marketing, and lender outreach. Basically everything he never had to do in his previous CRE roles, before he embraced entrepreneurship.

Scott talks with attorney Stephanie Perini-Hegarty about eviction and foreclosure proceedings for real estate investors prior and post-pandemic.

You can also watch the original video at https://bit.ly/StephanieHegartyNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at https://notecamp.live/.

Ms. Perini-Hegarty is a business and real estate attorney with extensive experience in international commercial transactions and trade law. In addition, Ms. Perini-Hegarty drafts and negotiates a variety of critical agreements for her clients (i.e., trade distribution, financial services agreements in connection with stock plan and 401(k) benefits administration, prime broker and custody transactions, and licensing agreements for market data, technology and intellectual property). For over 20 years, she has advised start-ups to a wide spectrum of multi-national companies based both in and outside the United States. Ms. Perini-Hegarty has experience assisting clients in every context in which an international or domestic business law issue may arise and has successfully negotiated a wide variety of complex transactions in these areas.

In addition, Ms. Perini-Hegarty has a robust real estate practice representing commercial and residential buyers and sellers, landlords and tenants. Her firm is third-party vetted by Secure Insight and is on many approved lender closing lists across Massachusetts.

Prior to joining Cohn & Dussi, she founded and managed Perini-Hegarty & Associates, where she successfully grew a thriving client-focused real estate and corporate practice. Prior to that, Ms. Perini-Hegarty was the Vice President of Contracts for Fidelity Stock Plan Services where she was responsible for overseeing all contractual legal and business matters for the company's domestic and international service offerings.

Admissions:

Massachusetts Bar

U.S. Supreme Court

U.S. Court of International Trade

U.S. Court of Appeals for the Federal Circuit

She is a Certified Global Business Professional (CGBP) an accreditation given by NASBITE International and is a licensed real estate broker.

Specialties: Contract Development & Negotiation, International Commercial Transactions, Import/Export Transactions, Corporate Formation & Guidance, Market Data, and Real Estate

Scott talks with Bryan Ellis from Self Directed Investor Magazine about raising private capital for your deals using effective webinar strategies.

You can also watch the original video at https://bit.ly/BryanEllisNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at https://notecamp.live/.

Bryan Ellis is the host of Self-Directed Investor Talk, a very popular podcast and radio show. Bryan has a vast background in real estate investing and served as manager of a real estate-focused private equity fund operating in Northern California. Bryan served as publisher of the Bryan Ellis Investing Letter and is a contributor to Forbes, TheStreet.com and Entrepreneur.com. His writing has been featured in print publications ranging from Personal Real Estate Investor and Think Realty to major online media outlets like FoxNews.com. Bryan studied Computer Science at the Georgia Institute of Technology.

Scott Carson interviews Todd Billings from US Debt Ventures about the current note and real estate market and where opportunities lie.

You can also watch the original video at https://bit.ly/ToddBillingsNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at https://notecamp.live/.

USDV's founder, Todd Billings, started out running a small wealth management company, Veriloquent Wealth Advisors. At the request of one of their investors, they began transitioning to the distressed real estate field in 2009. After putting $1 million into USDV and setting up a series of partnerships to purchase distressed real estate, Billings officially launched US Debt Ventures in 2010.

USDV currently offers a number of investment products, divided into four main asset classes: residential real estate, commercial real estate (CRE), performing loans, and strategy funds. Until Section III of the JOBS Act has been passed, the company is only targeting accredited investors.

Merrill Chandler from GetFundable.com shares with the attendees of Note Camp how to get a fundable credit profile to secure lines of credit to fund your real estate and note deals. He shares how the rich use credit to leverage their existing wealth.

You can also watch the original video at https://bit.ly/MerrillChandlerNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at https://notecamp.live/.

For over 25 years, Merrill Chandler, a co-founder of Lexington Law Firm, has been the pointy-edge-of-the-spear regarding the education of Borrowers in how to improve their borrowing opportunities and success.

During that time, Merrill developed a process to optimize personal and business credit profiles to improve a borrower’s “Fundability.” Based upon this concept, he founded GetFundable.com to deliver his revolutionary technology to entrepreneurs, business owners, and real estate investors who want easy, no-hassle, approvals.

In 2016, Merrill met with FICO CEO, Will Lansing, to review the impact GetFundable.com optimization technology was having on a borrower’s “fundability.” As a result of that meeting, Merrill was authorized to meet with FICO’s Score Development Teams. After signing a non-disclosure agreement, Merrill was able to quiz FICO developers about their credit profile metrics so that he could better assist borrowers in accomplishing their funding needs. Merrill and members of his team have been to every FICO World Conference since then with a commitment to continually improve Fundability Optimization and significantly improving Borrower’s funding approvals.

Scott has Chris Naugle from The Money Store to share about infinite banking and using insurance policies to invest via the Money Multiplier.

You can also watch the original video at https://bit.ly/ChrisNaugleNC20 on the WeCloseNotes YouTube Channel. You can also register for the next Note Camp at http://NoteCamp.live.

From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America’s #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be.

His success and national acclaim have come in large part to what he’s learned first-hand from seeking a better way to wealth creation and preservation than he learned growing up.

Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently the founder of The Money School™ and Money Mentor for The Money Multiplier.

His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions.

As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.

Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.

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.