Real Estate Notes Show: Note Investing | Seller Financing
Becoming the Bank: Note Investing and Seller Financing. Learn the most passive income strategy in real estate investing. 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
In 2025 the landscape shifted dramatically for both Note Investors and Seller finance. Industry veteran Dave Pollio (SN Servicing Corporation) joins Dave Putz and Nate Turner to break down exactly what happened—and what's coming next.
To obtain this week's Real Estate Notes Show guest David Pollio's information, use the following link: https://bit.ly/4rOSol9
In this comprehensive year-end analysis, discover why 2025 saw the **lowest ...
Housing Expert @m3_melody from Housing Wire joins this episode of the Real Estate Notes Show. They dive deep into one of the strangest, most unpredictable housing environments we’ve seen in years. Melody is an industry expert who pulls back the curtain on the conflicting data, rising risks, and hidden market shifts that are catching both lenders and investors off guard.Melody exposes the quiet forces distorting today’s housing nu...
To gain the AI Prompts we use, please complete this form: https://bit.ly/4oCvgEq
In this episode, Dave and Nathan pull back the curtain on AI for note investors and seller finance creators. Fresh off the IMN Mortgage AI conference, Nathan shares how big mortgage companies are already using AI for underwriting, intake, call centers, and document review, while Dave walks through real, everyday ways he uses tools like ChatGPT in his ow...
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...
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...
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...
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...
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 ...
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...
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
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:
Fixed‐cost rehabs only (no ground-up builds).
Max 70 % ARV, verified by local broker price opinion...
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 ...
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. ...
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...
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...
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...
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...
✔️ 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...
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...
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**,
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