Real Estate Note Investing

60 Episodes

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Episode 60: Raising Capital for Your Note Business

2026-10-0806:26

Most note investors hit a point where their deal flow outpaces their capital — and knowing how to bring outside money into the business without making costly regulatory mistakes is what separates the ones who scale from the ones who stall. In this episode, we break down the capital structures note investors use and what to understand before pursuing any of them. 🔍 What you'll learn: ✅ Why raising capital from outside investors is a regulated activity — and why a securities attorney is the fir...

Episode 59: Closing the Deal

2026-10-0105:48

Most note investors spend weeks on due diligence and then rush through the closing — but the purchase and sale agreement and what happens after funding are just as important as the research that got you there. In this episode, we walk through every step of closing a note deal from contract to collateral delivery. 🔍 What you'll learn: ✅ Why the seller named in the purchase agreement must match the most recent recorded assignee — and what to do if they don't ✅ The difference between the closing...

Episode 58: The Full Due Diligence Process

2026-09-2406:37

Most note investors know they need to do due diligence — but running it in the wrong sequence or with bad input data is how you end up with results you can't trust and a seller you've kept waiting too long. In this episode, we walk through the full due diligence process from data review to final bid. 🔍 What you'll learn: ✅ Why the sequence matters — and what happens when you submit vendor orders before your data is clean ✅ Why the secured scrub comes before any paid vendor order — and what it...

Episode 57: The Letter of Intent

2026-09-1705:47

Most note investors know what they want to pay — but putting it in writing in a way that protects you, impresses the seller, and actually gets the deal done is a skill of its own. In this episode, we break down how to structure a letter of intent that works whether you are competing with other buyers or sitting across from a seller who has never sold a loan before. 🔍 What you'll learn: ✅ Why every letter of intent needs three things — a loan-level price breakdown, a contingency section, and a...

Episode 56: Evaluating a Seller — Trust but Verify

2026-09-1005:43

Most note investors do thorough due diligence on the asset — but skip the step that tells you whether the seller is who they say they are. In this episode, we break down how to evaluate a new counterparty before you commit a single dollar to closing. 🔍 What you'll learn: ✅ Why confirming seller ownership in the county public record is the most basic verification step — and where fraud most often appears when it is skipped ✅ How to research a seller's litigation history using public records an...

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