Note Investing Explained 2023

Note Investing Explained 2023

On this episode of the Investor Financing Podcast, Beau interviews Fred Moskowitz, an experienced speaker-author, educator, known as the alternative investment expert, and the author of “The Little Green Book of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes."

They talk about the overview of note investing.

Timestamps
[01:02] Beau introduces Fred Moskowitz on the show and talks about his credentials
[01:23] How did Fred start note investing
[03:08] It’s a great vehicle to build wealth when you’re getting started if you own property (long-term)
[03:52] Note investing is a concept that could grow and scale into something big
[05:06] What aspects was Fred looking at in his first couple of deals
[09:35] It’s important that a property is being serviced by a servicer
[10:53] Different strategies to know about documents’ due diligence process
[12:10] There are certain states that are more advantageous to own notes in than other states
[12:31] What states do you prefer to make your investments in?
[13:16] Fred’s advice on how to get started
[13:52] What is a note fund?
[15:06] Investing in a note fund is a great option
[15:56] Buying junior liens
[16:53] Instead of buying one note with your $100,000, buy four notes
[19:14] Reason why you cannot leverage to buy notes
[21:09] Ways of being creative and leveraging this strategy
[21:37] Note investing is an activity that generates a lot of tax liability
[23:41] Strategies using OPM
[24:18] It’s essential for investors to have financial friends
[25:22] Set up the note with a servicer that’s good at handling partials
[27:04] No matter how talented and valuable of an employee you are, you could quickly lose your job if things are not going well in the industry
[27:18] What inspired Fred to start learning investing that builds cash flow and income
[27:27] The best thing about investing, buying, and building assets is “you get paid while you wait”
[29:29] Note funds have different time durations
[31:20] What options are there in the market
[31:50] Misconceptions about alternative investing
[34:41] Smaller value properties are more challenging
[35:14] Know your markets and be hands-on
[36:52] Investing opportunities in 2023
[37:32] We buy and sell notes all the time
[38:44] Get Fred’s book “The Little Green Book of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes”
[39:40] Where to go to find out more about Fred

If you'd like to ask me a question about real estate, do it here -- https://investorfinancingpodcast.com/ask

Are you a real estate investor or business owner looking to expand? Book a discovery call with Beau to learn all the ways he can help you - https://investorfinancingpodcast.com/rumble

💥 Thanks for watching 💥
#HELOC #fixandflip #househacking

About Beau: Beau Eckstein is a real estate entrepreneur, TV personality, and commercial mortgage advisor, specializing in construction financing and multi-family lending.

🎥 The video interviews we do on IFP will help you scale your real estate business and learn how to finance your all your projects.

About the Channel: Want to structure your investments in the right and secure way?

Learn great insights and make the right decisions through the Investor Financing Podcast hosted by Beau Eckstein.