Seller Finance & Creative Deals
Unlock the secrets of building wealth through seller finance, subject-to deals, and creative real estate strategies. Hosted by an experienced investor and former aerospace engineer, this podcast breaks down real-world deals, compliance tips, and funding strategies—all designed to help you close more deals without relying on banks. Whether you're new to creative finance or scaling your portfolio, you're in the right place.
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#130: Using Podcasts to Raise Capital, with Dave Dubeau
07/14/2025
#130: Using Podcasts to Raise Capital, with Dave Dubeau
In this podcast, Dan interviews Dave Dubeau, a Canadian real estate investor who shares his journey from starting over with no credit to becoming a successful capital raiser and podcast host. Dave discusses his approach to real estate investing and his current focus on helping syndicators and fund managers raise capital from accredited investors through his Property Profits Real Estate Podcast. The conversation explores various strategies for leveraging podcasts for personal branding, content creation, and networking, including the use of AI for content repurposing and the importance of maintaining business knowledge while utilizing automation tools. Learn more from and connect with Dave Dubeau: Connect with Dave on LinkedIn: Free ebook on getting 20 accredited investor meetings per month: Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? COMPREHENSIVE NOTE BUYING COURSE: https://www.notelaunchpad.com
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#129: Shifting from Rentals to Owner Finance, with David Kahl
07/07/2025
#129: Shifting from Rentals to Owner Finance, with David Kahl
David Kahl, a South Carolina real estate investor, shares his journey from traditional flips and rentals to building a portfolio of owner-financed notes starting in 2017. In this episode, David breaks down his strategies for acquiring and financing properties using seller financing and private money. He also discusses how he manages notes, including the risks and rewards of subject-to deals, wrap loans, and effective marketing tactics for sourcing deals. The conversation wraps up with insights on the current landscape of real estate investing—highlighting the importance of local investor associations for connecting with private lenders and note buyers. Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? COMPREHENSIVE NOTE BUYING COURSE:
/episode/index/show/thenoteinvestorpodcast/id/37199815
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#128: Seller Finance and Subto - with Hans Moscicke
06/30/2025
#128: Seller Finance and Subto - with Hans Moscicke
In this episode Hans shared his journey from academia to real estate investing, focusing on his experiences with wholesaling properties and transitioning to creating notes and investing in properties subject to existing loans. The discussion covered various aspects of real estate investing, including the importance of building trust with sellers, understanding motivated seller characteristics, and navigating sub-2 deals and their complexities. Hans and Dan explored different investment models, including contract for deeds and mortgages, while discussing challenges like insurance issues and the process of converting land contracts to mortgages. Learn more from Hans: Sub2Investor YouTube channel - https://www.youtube.com/@sub2investor Sub2Investor Website - https://www.sub2investor.com/ Email - Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? COMPREHENSIVE NOTE BUYING COURSE:
/episode/index/show/thenoteinvestorpodcast/id/37127640
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#127: The Role of Transaction Coordinators in Creative Finance Deals
06/24/2025
#127: The Role of Transaction Coordinators in Creative Finance Deals
Dan interviews Dee Simpson, a transaction coordinator, to discuss her background and the role of transaction coordinators in real estate, including their responsibilities in managing and facilitating transactions after contract execution. They explore common mistakes investors make when reviewing documents and working with vendors, emphasizing the importance of thorough contract reading and legal consultation. The conversation delves into the complexities of land contracts versus mortgages, including legal challenges and regulatory restrictions, while also covering subject-to deals and the role of servicing companies in managing payments and providing paper trails. To engage with Dee on your next creative deal, go to: or send her an email at: . Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? COMPREHENSIVE NOTE BUYING COURSE:
/episode/index/show/thenoteinvestorpodcast/id/36975905
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#126: Going From 0 to 40 Deals in 4 Years, with David Friedman
06/03/2025
#126: Going From 0 to 40 Deals in 4 Years, with David Friedman
In this episode, we sit down with Dave Friedman, a seasoned real estate investor, as he shares his journey from building a rental portfolio to transitioning into property flipping and creative strategies like seller financing. Tune in to hear the lessons he’s learned, the challenges he’s overcome, and how he’s adapted his approach to maximize returns in today’s market. Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? COMPREHENSIVE NOTE BUYING COURSE:
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#125: Underwriting Secrets for Creative Finance, Wraps and Subto Deals
05/29/2025
#125: Underwriting Secrets for Creative Finance, Wraps and Subto Deals
This podcast is a replay of a webinar from 5/23/25 where I discussed 10 aspects of underwriting new seller finance loans that you may not have considered. Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? COMPREHENSIVE NOTE BUYING COURSE:
/episode/index/show/thenoteinvestorpodcast/id/36771990
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#124: Dan Rambles About AI
05/16/2025
#124: Dan Rambles About AI
In this episode, I kick off a new series exploring how AI is transforming real estate note investing and creative finance strategies. I break down foundational AI concepts and their evolution, and share insights from my experience implementing AI at major tech companies. Tune in to hear where AI shines—and where it still falls short—when it comes to streamlining administrative work and supporting complex decision-making in real estate investing. Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING:
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#123: Note Buying vs Note Creating
05/07/2025
#123: Note Buying vs Note Creating
In this podcast I discuss some of the differences I have noticed between note buyers and note creators, and also provide some updates and lessons learned from the recent DME conference in Nashville.
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#122: Real Estate Note Investing: How to Avoid 7 Costly Mistakes
04/04/2025
#122: Real Estate Note Investing: How to Avoid 7 Costly Mistakes
This podcast is from a webinar that covered 7 costly mistakes that both new and experienced note investors commonly make. For a few days only, you can take advantage of the Spring Sale for the Note Launchpad online training course and SAVE $1000 off the normal price:
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#121: 45 Years of Creative Finance Deals, with Joe Homs
04/01/2025
#121: 45 Years of Creative Finance Deals, with Joe Homs
In this episode, I had the pleasure of sitting down with Joe Holmes, a seasoned real estate investor with over 45 years of experience. Joe shared his journey, from purchasing his first investment property to his current strategy of using "subject to" financing for house flipping. We dove into the details of subject-to loans, the process of creating notes as part of real estate deals, and the challenges that come with selling those notes on the secondary market. Joe also offered his insights on the current state of the real estate market, predicting an economic turnaround and a continued lack of supply that could drive prices higher. It was a fascinating conversation packed with valuable insights for anyone navigating the real estate and note investing world. Connect with Joe: Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING:
/episode/index/show/thenoteinvestorpodcast/id/35797375
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#120: Mastering Real Estate Market Cycles, with Dave Franecki
03/25/2025
#120: Mastering Real Estate Market Cycles, with Dave Franecki
Dave Franecki joined me on the podcast to discuss his extensive background in notes and real estate. He shared his journey from being a commercial landscape contractor to becoming a real estate agent and builder. We also discussed the economic cycles and their impact on the real estate market, the importance of cleaning one's portfolio during a downturn, and the potential of the west valley of Phoenix. The conversation also covered the concept of 4-year balloon notes, the changing landscape of the market, the benefits of investing in personal property trusts and IRAs, and the potential of consulting work and sharing knowledge with new investors. Learn more about Dave and connect with him here: Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING:
/episode/index/show/thenoteinvestorpodcast/id/35797340
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#119: From a W2 to Full Time Real Estate Investing, with Ryan Chaw
02/20/2025
#119: From a W2 to Full Time Real Estate Investing, with Ryan Chaw
Want to quit your job and dive into real estate full-time? The hard truth is that it takes time, savings, and a strategic plan. In this episode, Ryan shares how he made the leap—retiring at just 31 years old. Ryan walks us through his journey from a traditional W-2 career to building wealth through real estate. He breaks down how he acquired rental properties, leveraged equity, and ultimately replaced his income. We also discuss the financial side of investing, property management, and his transition from pharmacist to full-time investor. Plus, Ryan highlights the importance of setting clear goals, starting early, and putting in the work to achieve financial freedom. Get Ryan's free guide for newbies: Check out Ryan's coaching here: Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE 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 2025: WEBSITE: https://fusionnotes.com
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#118: Investing in Reverse Mortgages, with Beth Hale
02/13/2025
#118: Investing in Reverse Mortgages, with Beth Hale
Beth has been investing in performing and non-performing notes since 2012. In this podcast she discussed some of the details and nuances involved with reverse mortgages. Connect with Beth here: or Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT:
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#117: Mobile Home Investing, with James and Alden Guajardo
02/05/2025
#117: Mobile Home Investing, with James and Alden Guajardo
Dan, James, and Alden Guajardo discussed the value of investing in mobile home notes, highlighting the increasing demand for manufactured housing due to affordability and the potential for higher returns. Connect with James and Alden here: Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE 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 2025: WEBSITE: https://fusionnotes.com
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#116: Self Directing Retirement, with Brett Synicky
01/30/2025
#116: Self Directing Retirement, with Brett Synicky
Brett Synicky from Sense Financial joined the podcast to dive into the world of self-directed retirement accounts. We explored the key differences between self-directed IRAs and solo 401(k)s, the impact of investing in an IRA before age 59½, and the nuances of UBIT (Unrelated Business Income Tax). Brett also shared insights on the importance of aligning investments with personal knowledge and risk tolerance, as well as the growing popularity of private lending and real estate among his clients. Tune in for a valuable discussion on maximizing retirement funds through alternative investments! Connect with Brett Synicky SENSE FINANCIAL: Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE 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 2025: WEBSITE:
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#115: Setting a Clear Vision, with Dan Zitofsky
01/21/2025
#115: Setting a Clear Vision, with Dan Zitofsky
Join me on the podcast as I sit down with Dan Zitofsky, a highly experienced real estate investor with over 35 years in the industry. Dan shares his journey from flipping properties to building a passive income portfolio through non-performing notes. By rehabbing properties and selling them to investors using seller financing, Dan has effectively transitioned into acting as a bank, earning consistent income without the headaches of tenants or property management. In our conversation, Dan breaks down his approach to evaluating notes, focusing on whether he’d be willing to own the underlying property. He also shares strategies for maximizing returns by leveraging notes and reflects on how these techniques could have dramatically impacted his career and passive income had he adopted them earlier. We delve into the importance of setting clear goals, aligning personal values with business decisions, and taking action even when faced with fear or uncertainty. Dan also highlights the value of networking and attending events to grow and refine your vision. This episode is packed with actionable insights and inspiration for investors at every stage. Don’t miss it! Connect with Dan Zitofsky ZITOFSKY CAPITAL MANAGEMENT: PASSIVE WEALTH ACADEMY: Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE 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 2025: WEBSITE:
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#114: Borrower Skin in the Game
01/14/2025
#114: Borrower Skin in the Game
In this episode, Dan discussed the concept of 'borrower skin in the game', which refers to the amount of money or equity a borrower has tied up in a deal, acting as an incentive for them not to default. He highlighted the importance of down payment size in assessing loan risk, with 20% plus being the gold standard, 15% plus being very good, 10% plus being normal, and below 5% being risky. Dan also emphasized the need to consider the purchase price of the loan relative to the market, as inflated prices can increase risk. He concluded by noting that financial literacy levels among borrowers vary, and that loan risk assessment should take this into account. He also discussed the importance of down payment and equity in a borrower's willingness to repay a loan. He emphasized that a borrower's skin in the game, or their incentive to repay, comes from the down payment they made, rather than the equity they have due to price appreciation or loan payments over time. He shared examples of borrowers who did not appreciate the value of their equity and did not take steps to protect it. Dan concluded that while equity from price appreciation is valuable for the lender, it may not necessarily impact the borrower's willingness to repay. He encouraged the team to consider these factors when dealing with note investing. Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE 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 2025: WEBSITE:
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#113: How to Sell Your Note for a Premium, with Rachel Sims
01/02/2025
#113: How to Sell Your Note for a Premium, with Rachel Sims
Rachel purchases hundreds of notes per year as a Loan Acquisitions Officer for First National Acceptance Company (FNAC). FNAC is one of the largest note buyers in the industry, and Rachel shared some of the factors that influence what they are willing to pay for a note. We also discussed the closing and due diligence processes for note deals, the nuances of working in different states, land and mobile home notes, and much more. So if you have notes you may want to sell or are creating your own notes through seller finance deals, you will want to pay attention to learn how you can maximize their value. You can get in touch with Rachel directly at , and learn more about FNAC . Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE 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
/episode/index/show/thenoteinvestorpodcast/id/34532760
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#112: 27 Years of Loan Servicing and Origination, with Sohail Badruddin
12/19/2024
#112: 27 Years of Loan Servicing and Origination, with Sohail Badruddin
In this week’s podcast, I was joined by Sohail Badruddin, owner of Provident Loan Servicing and an RMLO in Texas. Sohail shares insights from his extensive experience in the mortgage industry and discusses his vision for Provident Loan Servicing. He delves into the challenges and risks of mortgage lending, such as prepayment penalties, balloon provisions, and borrower bankruptcies. Additionally, Sohail covers key aspects of loan servicing and origination, emphasizing the importance of proper borrower qualification and strict adherence to timelines. Learn more about Provident Loan Servicing here: Want to create your own seller-financed notes? MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE 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
/episode/index/show/thenoteinvestorpodcast/id/34418045
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#111: Live Note Investing Events, with Ben Fredericks
12/12/2024
#111: Live Note Investing Events, with Ben Fredericks
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: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE 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
/episode/index/show/thenoteinvestorpodcast/id/34417745
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#110: Creating Valuable Seller Financed Notes, with Fred and Tracy Rewey
12/03/2024
#110: Creating Valuable Seller Financed Notes, with Fred and Tracy Rewey
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 . Get Fred and Tracy's course on how to create seller-financed notes
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#109: Creating Cash Flowing Notes, with Michael Kearse
11/19/2024
#109: Creating Cash Flowing Notes, with Michael Kearse
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: Are you Ready to work with Dan to learn how to invest in notes yourself? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE 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
/episode/index/show/thenoteinvestorpodcast/id/33923797
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#108: Navigating Notes, Economic Insights, and Investment Strategies with Dan and Nic
11/05/2024
#108: Navigating Notes, Economic Insights, and Investment Strategies with Dan and Nic
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: Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE COURSES: DAN'S LINKS FOR PODCAST LISTENERS: Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: WEBSITE:
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#107: Underwriting Distressed Assets, with Forrest Jinks
10/22/2024
#107: Underwriting Distressed Assets, with Forrest Jinks
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: Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE COURSES: DAN'S LINKS FOR PODCAST LISTENERS: Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: WEBSITE:
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#106: How the recent CFPB announcement will impact you
10/10/2024
#106: How the recent CFPB announcement will impact you
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: Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE COURSES: DAN'S LINKS FOR PODCAST LISTENERS: Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: WEBSITE:
/episode/index/show/thenoteinvestorpodcast/id/33406022
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#105: Understanding Seller Finance, with Justin Bogard
09/10/2024
#105: Understanding Seller Finance, with Justin Bogard
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: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE COURSES: DAN'S LINKS FOR PODCAST LISTENERS: Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: WEBSITE:
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#104: Raising Private Money, with Jay Conner
09/03/2024
#104: Raising Private Money, with Jay Conner
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: Also, check out Jay's and on private money. Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE COURSES: DAN'S LINKS FOR PODCAST LISTENERS: Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: WEBSITE:
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#103: Lessons Learned from 1000 Note Deals, with Bill McCafferty
08/20/2024
#103: Lessons Learned from 1000 Note Deals, with Bill McCafferty
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: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE COURSES: DAN'S LINKS FOR PODCAST LISTENERS: Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: WEBSITE:
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#102: Note Investing at Scale, with Edward Brown
08/13/2024
#102: Note Investing at Scale, with Edward Brown
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: Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE COURSES: DAN'S LINKS FOR PODCAST LISTENERS: Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: WEBSITE:
/episode/index/show/thenoteinvestorpodcast/id/32548402
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#101: Building a Network, with Fred Moskowitz
08/06/2024
#101: Building a Network, with Fred Moskowitz
Fred Moskowitz joins the podcast again to discuss the ongoing changes in the note investing marketplace and the broader real estate market. He went deep on the importance of building and maintaining relationships and the shift in note-buying patterns from some investors. We also discussed different CRM systems, strategies for partials, and the potential for the higher interest rate environment to create more opportunities. You can connect with Fred at . Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING ONLINE COURSES: DAN'S LINKS FOR PODCAST LISTENERS: Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: WEBSITE:
/episode/index/show/thenoteinvestorpodcast/id/32366847