The Note Investor Podcast

In this podcast, Ben Fredricks joined to discuss the note events industry, and he also shared his background in mortgage and his involvement in the note space. We explored the potential of note investing as a new opportunity for a younger generation and shared some of our experiences in the real estate business, particularly in the non-performing note sector. The conversation concluded with an invitation to an upcoming event in Scottsdale, Arizona, where they will be meeting and discussing various topics related to the real estate business.

To sign up for the NoteWorthy Investor Summit in Scottsdale Feb 28 - Mar 1, go here: https://noteworthyusa.com/noteworthy-investor-summit-2025/. Use the coupon code FUSION100 to save $100 on the ticket.

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

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

Dan, Tracy, and Fred discussed the creation and benefits of seller finance notes, emphasizing the importance of creating valuable notes for both holding and potential resale. They also discussed the size and growth of the owner finance market, the increasing trend of seller financing due to tightening traditional loan markets, and strategies for note creation and selling. The conversation ended with a discussion on the importance of compliance with regulations, the potential of using an MLO and a servicing agent, and the increasing popularity of seller finance.

To see the slides from this webinar, you can watch on the YouTube channel HERE.

Get Fred and Tracy's course on how to create seller-financed notes HERE

Michael came on the podcast to discuss his real estate investment strategy, which involves buying properties virtually and selling them to individuals with poor credit through seller financing. Michael has successfully completed over 65 transactions and currently has 53 assets. Michael also shared how he raises private funds, having raised over 3.5 million in the last 3 and a half years.

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

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

Dan and Nic discussed their experiences in the note space, the potential of technology solutions in the real estate industry, and the current state of the US economy. They also explored the challenges and opportunities in the commercial market, particularly focusing on retail and office spaces, and the potential of alternative investments. Lastly, they shared their investment strategies, emphasizing the importance of stable returns and avoiding stock market volatility.

Connect with Nic DeAngelo: https://saintinvestment.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

Dan and ForrestJinks, CEO of Altus Equity, discussed their experiences in the real estate industry, with a focus on distressed assets and the current state of the market. They also discussed the challenges of buying and selling individual non-performing loans, particularly in the context of private equity-backed debt funds.

Learn more about Altus Equity: https://www.altusequity.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 discusses the recent CFPB announcement regarding land contracts, and explains some of the rules of road you need to follow when originating consumer loans.

Link to the CFPB announcement: https://www.consumerfinance.gov/about-us/newsroom/cfpb-takes-action-to-stop-contract-for-deed-investors-from-setting-borrowers-up-to-fail/

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 webinar, Dan Deppen and Justin Bogard discuss seller finance and the best practices for creating seller finance paper. They cover topics such as the value of a note, underwriting the buyer, collateral type, buyer's equity, and the terms of the loan. They also discuss the importance of using an RMLO (residential mortgage loan originator) to ensure compliance with Dodd-Frank and CFPB rules. The conversation emphasizes the trade-off between risk and reward in seller financing and the importance of attracting the right buyers through effective advertising. In this conversation, Dan Deppen discusses the importance of pay history and credit when buying and selling notes. He explains that pay history is crucial in determining the reliability of the borrower, especially for newly originated loans. Credit becomes less important when there is a good track record of payments. Poor credit can be overcome if there is a strong payment history. Dan also emphasizes the need for proper documentation and the benefits of using a loan servicer. He concludes by discussing the concept of selling partials and the potential tax advantages of creating and selling notes.

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

Jay Conner joined the podcast to discuss his strategies for raising private money for real estate, which he has been employing since 2009. Jay's approach is similar to mine in that he educates people on how his deals work, and then money tends to find him. He also explored the benefits of self-directed retirement accounts and discussed his approach to managing private lender investments in real estate. Lastly, Jay introduced a new free 7-day private money challenge, 'Raising Private Money with Jay Connor,' to further educate and share experiences in raising private money. You can sign up for the 7 day private money challenge here: https://privatemoneychallenge.com/ Also, check out Jay's YouTube channel and podcast on private money.

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

Bill discussed his experiences and strategies in the buying and selling notes, with a focus on residential seconds and the considerations involved in foreclosure sales. He also explored the complexities of managing different levels of client portfolios, the risks and strategies of second mortgage lending, and the importance of due diligence, education, and communication in the note investing business. Lastly, he shared their concerns about the industry, Bill's recent return to podcasting, and the need for integrity and communication in the business.

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

Edward Brown joined to discuss his experiences and strategies in real estate investing, with a focus on mortgage notes and bridge loans. We also explored the challenges and costs associated with lending money, including the need for due diligence, the importance of clear communication with borrowers, and the potential for legal battles and foreclosures. Lastly, he shared his business models, the importance of diversification, and the potential for managing funds,.

Connect with Edward at Pacific Private Money: https://www.pacificprivatemoney.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