The Note Investor
The Note Investor podcast guides you through the ups and downs of note investing and teaches you all about the nitty-gritty details of the business that other people won’t talk about. Your host, Dan Deppen, is a former Aerospace Engineer and Product Manager who transitioned away from cubicle life to full-time note investing in 2018.
Episodes
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...
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
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
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 D...
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 ...
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 ...
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 ...
In this episode, Fred and Tracy joined to provide us with a deep dive on the current state of the seller finance market. They discussed the trends and factors in the seller finance real estate market, with a focus on the increasing volume and value of seller-financed commercial and land notes. They also examined the top 10 states for seller financing and the potential impact of changes in interest rates on the real estate market. L...
Dan and Brett from Paper Stack discussed the state of the note business and their experiences using their platform for transactions. They also delved into market trends, the increasing cases of mortgage defaults, and the use of artificial intelligence in managing and selling land notes. Furthermore, they explored the development of a new system to automate and streamline the transfer and indexing of legal documents, a new tool for ...
In this episode Darlene shared her experiences in real estate investing, highlighting the importance of mindset and adaptability in navigating market cycles. They also discussed the challenges faced by those in the real estate business, the importance of actual conversations and negotiation skills, and the concept of vision boards and affirmations for long-term goal setting. They emphasized the limits of human management and proces...
I sat down with Nathan Turner to discuss the upcoming Diversified Mortgage Expo. Nathan has extensive experience with note investing dating back to the beginning of the financial crisis. We talked about his experiences getting started, investing in notes from Canada, the origins of ax throwing, takeaways from the Papersource Seminar with Tom Henderson, and many other topics.
Nathan's website: https://www.canadiannoteguy.com/
In this episode, Dan shares some of the key learnings and takeaways from the recent Paper Source seminar in San Antonio, taught by Tom Henderson.
Get the 5 FREE steps to buying your first note HERE
WEBSITE: https://fusionnotes.com
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING GAMEPLAN
Tom's website: https://hpnotes.com/
Recently I came across some journals I kept in 2017 and 2018, when I first discovered note investing, began learning, and then started doing deals. Some of the advice was spot on, and some was total garbage. Now that I have 100+ note deals under my belt I take a look back at the good, the bad, and the ugly of my initial learnings in note investing.
This week DJ joins to talk about a unique subject in note investing: foreclosure from the perspective of the borrower, and advice to borrowers on what they should do and what they shouldn't when facing foreclosure.
Facing foreclosure has to be a daunting experience, to say the least. It's stressful, and emotional, and with your primary residence on the line the stakes are high. DJ takes us through how to manage these situations, wh...
Crystal and Rick Rumer from Secured Land Notes have a lengthy and diverse background in real estate investing. They joined me to discuss how they transitioned from doing fix and flips to investing in and creating land notes. We also covered a range of other topics including a shelter they set up in Alaska for sex trafficking victims, and how investing in real estate and notes helps them set up a solid retirement for themselves and ...
If you want to learn how to use note partials to either retire earlier or retire better, then this video is for you! Dan explains how note partials work, gives some examples, and discusses how to create them. You'll also learn why these creative financing arrangements are great deals for both the partial seller and partial buyer.
Get the 5 FREE steps to buying your first note HERE
WEBSITE: www.fusionnotes.com
Dan recaps some of his key learnings from 2023, and discusses his plans heading into 2024. Spoiler: They include returning to focusing on his notes business full time.
Sign up for the email newsletter and download the free guide with 5 Steps to Buying Your First Mortgage Note HERE.
Comprehensive note investing training course: https://notelaunchpad.com
Learn how to invest in second position notes here: https://fusionnotes.com/seco...
In part 2 of this long-running case study, Dan travels to Jackson MS to face the borrower in court. The borrower continues to make crazy claims, and Dan tries to explain to the judge all of the unique abbreviations contained in a pay history report from Allied.
If you want to learn how to get in this game and become an active note investor, go to www.fusionnotes.com/courses, where you will find knowledge you need to go from a begin...
In part 1 of this wild case study, Dan talks about a non-performing note deal where he was able to work on an agreement with the borrower but then ended up in the legal process when the borrower wouldn't follow through. It takes a number of twists and turns as a pandemic delays the legal process, and the borrower makes a number of crazy claims.
If you want to learn how to get into this game and become an active note investor, go to...
Many investors are confused about why someone would be willing to sell a mortgage note that they own. If the note is so great, then why are they willing to part with it? In this episode, Dan breaks down 8 reasons why note owners are willing to sell their asset to you.
To get started in note investing, sign up for our email newsletter and download the free guide with 5 Steps to Buying Your First Mortgage Note HERE.
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