The Note Investor Podcast

Martin is a full time employee at Amazon in Seattle, an agent, and an active real estate investor. Dan and Martin discussed their experiences and strategies in real estate investing and house hacking, including the potential benefits and challenges of these approaches. They also shared their approaches to time management and outsourcing tasks to increase efficiency in pursuing personal interests and projects. Lastly, Marty introduced various personal development resources he finds beneficial, and encouraged everyone to pursue their passions and build a successful career.

You can connect with Martin here at House Hack Seattle: https://househackseattle.com/agent/martin-krimmel

Are you Ready to work with Dan to accelerate your note-investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

In this episode, Dan Deppen discusses his recent busy weeks and then dives into the topic of loan hypothecations. He explains that a hypothecation is when a loan is collateralized by another loan, and he shares how he sets up hypothecated loans and the advantages for the operator. He also discusses the risks involved and provides tips for finding suitable loans for hypothecations. Dan emphasizes the importance of communication with investors and staying on top of bookkeeping.

Are you Ready to work with Dan to accelerate your note-investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

In this episode Dan provides a recap and lessons learned from the Diversified Mortgage Expo (DME). Topics covered include new note investing models, seller finance, buying notes in NY, and much more.

Are you Ready to work with Dan to accelerate your note-investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

Brett Swarts from Capital Gains Tax Solutions discussed the concept of a deferred sales trust and its benefits for high net worth individuals to defer capital gains taxes on various assets. He shared his entrepreneurial journey and how he discovered this strategy, which has allowed him to teach others about it. The discussion also covered the flexibility of deferred trusts for investment purposes, the potential to invest in various assets, and the possibility of business owners using it to minimize tax liability.

Connect with Brett: https://capitalgainstaxsolutions.com/

Are you Ready to work with Dan to accelerate your note-investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

In this episode Dan recaps his recent trip with an entrepreneur group to Playa Del Carmen Mexico and brings you some of his key learnings from the event.

Are you Ready to work with Dan to accelerate your note-investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

This week I spoke with Justin Bogard from American Note Buyers. We talked about how the note market has evolved, his shift in focus from non-performing to performing loans, and several of his lessons learned from years in the note industry.

Connect with Justin: https://www.anbfunds.com/home

Are you Ready to work with Dan to accelerate your note-investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

This week I spoke with Chris Seveney. Chris and I both started buying notes around the same time and in this podcast, we discussed cutting our teeth buying land contracts in 2018 and 2019. Note investing was a bit different back then, and we shared many of our more chaotic anecdotes about our experiences with unusual deals, foreclosures, and court hearings.

Connect with Chris: https://7einvestments.com/

Are you Ready to work with Dan to accelerate your note-investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the 5 FREE steps to buying your first note and sign up for the email newsletter:https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

Alex Goldovsky joined the podcast to discuss his role as a CEO in three companies focused on improving real estate market efficiency, with a particular emphasis on AI technologies and blockchain potential. We explored the application of machine learning and computer vision in document analysis, the potential of automation in data extraction, and the implementation of a fee extractor in their loan file system. The conversation also touches on the challenges and opportunities in entrepreneurship, the importance of human input in AI technologies, and the potential for further developments in real estate technology.

Alex's companies:

PROTITLE USA: https://protitleusa.com/

DOCSOLUTIONUSA: https://docsolution.com/

ONE DILIGENCE: https://onediligence.com/

Ready to dive in and work with Dan to accelerate your note investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the 5 FREE steps to buying your first note and sign up for the email newsletter:https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

Marco Bario, from Porch Swing Funding, joined me to discuss his unconventional career journey from the film industry to note investing, his approach to learning through trial and error, and his experiences with seller financing. We also explored the appeal of a tax planning strategy involving installment sales and Marco's successful approach to pay-per-click advertising. Lastly, we discussed the upcoming Creative Finance Summit in Columbus, Ohio, which is coming up this weekend April 26-28.

Mario's links:

CREATIVE FINANCE SUMMIT: https://regoddess.com/the-creative-finance-summit/

PORCH SWING FUNDING: https://porchswingfunding.com/

Ready to dive in and work with Dan to accelerate your note investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the 5 FREE steps to buying your first note and sign up for the email newsletter: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

In this episode Dan discusses his future plans for note investing, the current market conditions, and the potential for growth in the seller finance market. He also addressed the challenges and inefficiencies of the current model of buying and selling assets, suggesting the need for a more accessible mechanism for people to become aware of and list their assets. Lastly, he discussed the potential solutions for improving the seller finance market, including a standard due diligence process, a grading system for notes, and easier access to seller finance notes.

Want to learn more about note investing?

Get the 5 FREE steps to buying your first note and sign up for the email newsletter: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com Ready to dive in and accelerate your note investing journey?

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining