Real Estate Notes Show: Mortgage Note Investing & Seller Finance

Real Estate Notes Show: Mortgage Note Investing & Seller Finance

The Mortgage Note Investing Blueprint: Real Estate Debt Secrets for Financial Freedom. Tired of Tenants, Toilets, and Trash? Learn the most passive income strategy in real estate investing: becoming the bank. This definitive resource for note investors, note creators, and note buyers shares expert-level formulas on non-performing loans (NPLs) and seller finance to build portfolios. We provide a due diligence checklist and capital-raising blueprints.

Episodes

November 7, 2025 51 mins

To obtain this week's Real Estate Notes Show guest Sohail Badruddin's information, use this link https://bit.ly/3LcGVeo

Note Servicing Tips you can use Today! In this Podcast, Dave Putz (JKP Holdings) and Nathan Turner (Earnest Investing) sit down with Sohail of Provident Loan Servicing, a national note servicer, to unpack what today’s on-the-ground data means for both note buyers and seller-financers.

  • 📞 Servicer call no...

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In this episode of the Real Estate Notes Show, hosts Dave Putz (JKP Holdings) and Nathan Turner (Earnest Investing) sit down with veteran investor William Tingle (26+ years in the trenches) to bridge the gap between seller finance and note buying. From vocabulary clashes to court-tested strategies, William breaks down why he buys Subject-To, sells on contract for deed (not wraps), and how he engineers cash flow without predatory ta...

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In this powerful episode, note investing veterans Eddie and Martha Speed dive into their decades of experience, offering deep insights into partial notes, building a legacy business, and the evolving market landscape. The conversation highlights the ethical challenges with Subject-To deals and unveils the groundbreaking future of blockchain in note transactions. Learn why "being the bank" is the ultimate strategy for toda...

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On this episode of the Real Estate Notes Show, hosts Dave Putz (JKP Holdings) and Nathan Turner (Earnest Investing) sit down with Vaughn Bethell, who moved from wholesaling to building compliant, cash-flowing seller-financed notes—while helping families become homeowners. He breaks down exactly how he finds properties, underwrites borrowers, and structures notes that hold value (and stand up in court).

Key Takeaways

  • 🧭 Vaughn’s...

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Tax Advantages: Real Estate vs Notes

CPA and investor Matthew breaks down the smartest strategies in today’s evolving note market. From high-yield interest rate arbitrage to legally-structured wrap notes, Matthew shares insider methods to defer taxes, avoid legal disaster, and multiply your cash flow with compounding reinvestments. He also highlights major risks with non-disclosure, judicial states, and usury law violations — while ...

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In this episode of *The Real Estate Note Show*, Dave and Nathan welcome investor David Meyerowitz to explore a powerful yet often overlooked niche: **structured settlements and lottery prize payments**.

David shares how he transitioned from mortgage investing to purchasing guaranteed payment streams backed by top-tier insurance companies.

**What you’ll learn:**

- How structured settlements work and where they come from.

- The court-ap...

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Ryan Hughes joins the team on the next episode to share how you can purchase Notes by borrowing investment capital—even if you’re starting with less. Ryan will cover the do’s and don’ts, how to succeed with limited funds, and introduce a service that provides the capital you need to launch your note business!

To obtain this week's Real Estate Notes Show guest Ryan Hughes's information, use this link https://bit.ly/4le9Ag2

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Hard-money veteran Scott Brown joins Dave Putz and Nathan Turner to unpack the fast-moving world of short-term (6- to 18-month) real-estate notes—the bridge financing that keeps flippers and small developers moving while giving note buyers equity-like returns with note-level security.

  • Why short-term?

  • Deal filter in three bullets:

    1. Fixed‐cost rehabs only (no ground-up builds).

    2. Max 70 % ARV, verified by local broker price opinion...

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In this episode, Dave Putz and Nathan Turner sit down with Nate Hare from Directed IRA to dive deep into how note investors can use self-directed retirement accounts to build wealth tax-free. Nate explains the difference between traditional and Roth IRAs, how to contribute up to $70,000 per year using solo 401ks, and strategies like the mega backdoor Roth. The trio also covers legal compliance, using checkbook LLCs, and leveraging ...

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In this episode of the Real Estate Notes Show we are in a deep dive with  @m3_melody  Melody Wright, a former Wall Street analyst and housing strategist, as we unpack what the first quarter numbers really say about the housing market. From rising loan delinquencies to subtle market corrections, Melody sheds light on what this means for note buyers, seller-financed property holders, and anyone betting on debt in today's market. ...

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Sponsored by Call The Underwriter, go to calltheunderwriter.com/jpk and get a free seller finance deal toolkit! To obtain this week's Real Estate Notes Show guest Mary Hart's information, use this link https://bit.ly/4lnetnx

In this powerhouse episode, attorney and seasoned note investor Mary Hart breaks down the most misunderstood legal tools in the investing world: trusts. From land trusts and revocable living trusts to irrevocabl...

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In this packed episode, the hosts dive deep into the rapidly growing world of note hypothecation, partial notes, and funding strategies for note investors. Guest Justin shares how he legally wraps mortgages with full bank approval, and how he's secured financing from five different small banks by collateralizing his note portfolio. You'll learn how to pitch banks, what documentation to prepare, and how to make your notes ba...

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In this episode, the hosts dive deep into the evolving world of note investing, discussing the shift toward wrap notes, hard money, and the increased presence of note brokers. With their guest Nate Hair out due to a family emergency, they pivot to a crucial discussion on how to broker notes the right way, including what not to do—like blasting borrower data or skipping due diligence.

They emphasize the importance of adding value whe...

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In this episode, hosts Dave Putz and Nathan Turner discuss the latest trends in note investing, upcoming note conferences, and the right way to broker notes. Special guest Jeff Armstrong, a 34-year veteran in the industry, shares his direct mail marketing secrets, breaking down everything from letter formatting, paper type, envelope selection, postage, and follow-ups to get the best response rates.

Jeff also explains how he transiti...

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✔️ The shift towards non-bank assets and seller-financed notes
✔️ The biggest pitfalls in due diligence and how to avoid them
✔️ Servicing notes and how they reveal the true state of a deal
✔️ How to spot Joker Brokers and avoid getting scammed
✔️ Why networking at note conferences can supercharge your success
✔️ What’s next for the note investing market in 2025To obtain this week's Real Estate Notes Show guest K...

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David, Nathan, and Sohail discussed various aspects of the real estate investment world, including loan servicing, origination, and note creation. They emphasized the importance of understanding the regulatory environment, not crossing the line into legal advice, and the need for precision and accuracy in creating notes for loans. They also discussed the potential for growth in the seller finance market, the challenges of servicing...

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On this week's Episode of the Real Estate Notes Show hosts Dave Putz and Nathan Turner will be reviewing their 2024 goals and moving to 2025!  Lets see where the market is shifting and how to be the best Real Estate Note Creator and Note Buyer for this year!


Want to take your 2025 Real Estate Note Business to the level?  Find out whats in the Advanced Course!  https://bit.ly/4h1EFB4

**Never Miss a Live Show**,

Add our Calendar t...

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On this week's Episode of the Real Estate Notes Show hosts Dave Putz and Nathan turner dive into Mastering Note Returns. They will be talking about Yield (Returns) From the Basics to the Advance!

Answering Questions such as

  1. What is the difference between Yield and ROI and IRR?
  2. Why does Interest amount decrease over time?
  3. Does it matter where in the amortization schedule a note is bought?
  4. When does it make sense to sell a p...
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This week's Real Estate Notes Show Dave and Nathan are talking with Scott Arpan. Scott has been buying and brokering notes since 1990. Scott will share how there are nearly 90,000 seller-financed notes created yearly and 85% are from mom and pop sellers. Scott's is the #1 source to obtain a list of Seller Carryed note holders in the market you are working in.


Scott will also share the Dos and Dont's of marketing to note holders!

T...

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On this week's Episode of the Real Estate notes Show, the guys are joined by the New Owner of the Call the Underwriter, Dan Deppen. We are going to cover how to create valuable and Dodd Frank compliant Notes. Dan Deppen is the owner of Call The Underwriter, a company that helps investors create compliant seller finance notes. As a former aerospace engineer and product manager, Dan transitioned to full-time note investing in 2018, ...

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