Real Estate Notes Show: Note Investing | Seller Financing

What happens when a third-generation note investor who grew up taking apart computers starts applying AI to every layer of the note business? You get Dominic — and this episode is packed with the kind of real-world, no-fluff automation insight that note investors and note creators rarely hear. To obtain this week's Real Estate Notes Show guest Dominic McFadin's information, use this link h...

We just got back from the Diversified Mortgage Expo, and we had to jump straight into the mic to break down everything we learned, experienced, and walked away thinking about. Watch replay - https://youtu.be/3_8i3bwe7-0**In this episode:**- 🎤 A full recap of the Diversified Mortgage Expo (DME) in Nashville — what made it truly stand out from other industry conferences- 🤖 AI vs. VA debate from th...

Do you need a license to buy and sell real estate notes? This is one of the most common questions in the note investing world, and the answer is more nuanced than you might think. In this episode, Dave Puts and Nathan Turner dive deep into the licensing requirements for note investing, exploring how regulations vary dramatically from state to state. They break down what you actually need to know b...

To obtain this week's Real Estate Notes Show guest Shane Perkins's information, use this link https://bit.ly/4m0JkHb Shane Perkins has spent 30+ years building a note investing business from scratch—starting in manufactured housing, surviving the 2000 mobile home crash, then the 2008 mortgage meltdown. In this episode, he reveals his "Reverse Wrap" strategy: find qualified buyers...

Your spreadsheet won't hold up in foreclosure court—and it's killing your note's resale value. Here's the fintech solution that costs less than your monthly Netflix subscription. In this episode, Dave and Nathan sit down with Ted Tekippe, CEO of Zimple Money, to explore how cloud-based loan servicing software is revolutionizing note investing. Ted breaks down exactly why third-party loan records b...

Dawn, the "Note Queen" with 33 years of experience, shares her unconventional journey from ER nurse to pioneering note investor. She reveals the critical mistakes both note creators and buyers make, emphasizing the "dance between property and paper" that most investors miss. Dawn unpacks why understanding both sides of seller financing—from creation through exit strategies—is e...

Keith's story is proof that constraints breed creativity. With only one hour during his military lunch break to build a business—dealing with 6-hour time zone differences between Hawaii and the mainland—he developed systems that eventually generated $330,000 in net profit. Get Keith’s info: https://bit.ly/4adxYeO Episode Highlights • The emotional cost of military service and why it drove him...

Sierra Davis proves that you don't need decades of experience to succeed in note investing—just commitment and consistency. From paying off student loans to managing over 30 performing notes while raising a family, Sierra shares her journey from corporate data science to becoming a prolific note investor in just six years. She reveals how one conversation at Note Expo launched her social media...

Join us for an incredible conversation with real estate veteran Jay Heinrichs, who shares 45+ years of invaluable experience spanning timber, hard money lending, wraps, development, and home building. From starting with his real estate license at 18 to surviving the 2008 crash and rebuilding from scratch, Jay delivers raw, unfiltered insights on market cycles, the risks of sub-two strategies, and...

**Welcome to 2026! Our Goals, Lessons & What's Coming** Dave and Nathan kick off 2026 with a candid review of their 2025 goals—what they crushed, what they missed, and the lessons learned along the way. **Episode Highlights:** - DSCR loan success: Funding landlords with equity in their properties - DME Conference: Lower attendance but higher quality connections - The hard money lending opportu...

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...

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...

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...

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 sell...

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 eng...

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&quot...

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...

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 state...

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 an...

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...

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, verifie...

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, us...

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 bett...

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 r...

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 pr...