The Note Investor Podcast

When you have good intentions, everything will work out in the end for you. This proves true for Wayne Snell whose business goal was to avoid future foreclosures whenever possible. In this episode, Dan sits down with Wayne, who started in note investing way back in 2011. Along the way, Wayne has closed on hundreds of notes and shares some of his most interesting borrower stories. He is now the Chi...

Building trust can be pretty challenging, but the results can be rewarding. By being honest, your reputation as a trusted note broker will help you build your success as you scale.  Derek Louden  from Gardiner Capital Group is the third in a long line of real estate investors from the Dallas area. In this episode, Derek talks about how to become a trusted and reliable note broker. We dive into wha...

This is a replay of one of the most popular episodes of the Note Investor Podcast. Dan reveals some of his more important lessons learned as a note investor.

In this episode, Dan talks about how his retirement portfolio has weathered the market downturn this year and discusses some recent events where his notes business made it easier to extract himself from a toxic work situation.

Fred Moskowitz  joins the podcast again with advice for note investors. He discusses the need to understand the nuances of not just the state, but sometimes a local jurisdiction that you are buying a note in. We also talked about the importance of doing due diligence not just on an asset, but on the counterparties you are working with as well. Fred thrives in this industry because he values relati...

Did you know that it's possible to bid on foreclosure auction properties even after the auction? That's right! Founder of  AfterAuctionBid  Matt Kelley returns with some amazing information on the way to buy auction properties in California after the auction has taken place. That might sound confusing, but Matt explained how you could do this and get some incredible deals. He chats with Dan Deppen...

Mortgage notes are quite easy to come by. There are several note auction sites like Note Trader Exchange, Stackfolio, or Debexpert. Not all are great, and some are overpriced, but they are designed for small investors. If you want to buy the bigger and better notes, you have to find them yourself. Listen in if you want to know where you can find them.  Join Dan Deppen as he sits down with the lege...

What is due diligence? How important is due diligence when assessing a property? To answer that, Dan Deppen sits down with  Dickie Baldwin  from  Baldwin Advisory Group . Dickie has 40+ years of experience in the industry, and he went through in detail some of the reports that note investors can purchase as part of their due diligence process. We covered a lot of ground in this episode, and Dickie...

By selling a note with First National Acceptance Corporation, you can get up to 97% of the UPB. In this episode, Dan Deppen sat down with Rachel Sims  of First National Acceptance Company  (FNAC) to discuss what exactly they do. Rachel has been purchasing Notes for over six years and is now working with performing and reperforming Notes in all 50 states. FNAC buys notes from individual investors a...

In this episode, Dan talks about his recent trip with a group of entrepreneurs and the upcoming Papersource conference in Las Vegas. Then he responds to a very thoughtful email asking about the pros and cons of W2s and investing in real estate.  If you are attending the Papersource conference in May, use the code FUSION to save $50.  

In this episode, Dan shares the results of the 2022 note investing survey. He discusses what note investors are struggling with the most, and shares some of the results that were surprising.

In this episode Dan talks about why he likes to buy 1st position, performing notes for his self-directed IRA. Then he provides some quick tips for how you can use your SDIRA more efficiently.

Why do loans go bad? Dan Deppen welcomes   Fred and Tracy Rewey , who created a   Cash Flow Expo  to spread cash flow literacy. They are the founders of  NoteInvestor.com , providing real-world information about note investing. Since 1988, they have handled millions of dollars in owner-financed real estate notes.   Fred and Tracy reveal how low the levels of financial literacy can be. When you don...

2022 is shaping to be a pivotal year for real estate investors coming out of the pandemic. Is this year the year the housing market will boom? Today, Dan Deppen looks into the signs. With US housing prices steadily rising for the last 10 years, could this rate of growth continue? Dan reviews an article from FinancialSamurai.com , and goes through 8 reasons why it can and probably will. We'll talk...

2021 is coming to an end. In this special episode, Dan Deppen looks back on how the note industry has fared this year. On another note, he discusses his own business and personal goals that he's met this year and what didn't go so great. As the new year approaches, Dan shares his goals in business and with his personal interests. Tune in and get tips plus access to tools to help you get a head sta...

Is the next wave of foreclosures coming in 2022? Dan Deppen welcomes  Franco Barile , a Primary Foreclosure Attorney and the Co-Founder of  Sottile & Barile . Franco talks with Dan about how COVID has brought several moratoriums on evictions and foreclosures. Plus, the moratoriums expiring in January of next year could lead to the next wave of foreclosures. Join in the conversation as Franco share...

Your loan servicer will have a ton of useful information on your loans available to you. But they can be confusing and hard to understand, and no two servicers use the same format. You have all this data at your fingertips, but it's hard to find value if you can't interpret them. In this episode, Dan Deppen goes through some of the most common lender portals and guides you on navigating them. Plus...

Real Estate notes can be a bit like the wild west sometimes. You can run into some wacky, weird deals that can be remembered as your weirdest note deal of all. In this episode, Dan Deppen talks about his craziest note deal yet. It involved a foreclosure and a cash for keys, a police report, a career criminal, and lots of other twists and turns. Tune in and hear more about Dan's wacky and weird dea...

Transparent communication is one of the main pitfalls most investors fall into. You want to be able to invest in a note with a servicer so that you will be in good hands. The loan servicing industry exists so that they can help and guide investors, so communication is key. This week, your host Dan Deppen is joined by  Shante Duffy  from BIFI Loan Servicing. Shante has years of experience in the lo...

Getting into note investment can be intimidating for first-time investors. This is why your host Dan Deppen is going to answer some of your most common questions about note investment. Join Dan as he goes over five important steps and lessons that investors need to understand going in. Learn how to buy property, the risks of buying vacant properties, performing and underperforming notes, and much...

Do you want to broaden your knowledge on the process of note investing? In this episode, Dan Deppen reviews two recent deals that went through the foreclosure process and resulted in the sale of the property. Both were also delayed due to a delaying tactic. Learn how the timeline for nonperforming notes can get longer than you would expect and how to navigate some of the legal hurdles and issues w...

Investing is a rewarding endeavor if you can do it right, but it can also be TAXing if you don't play your cards correctly. If you're tuning in, chances are you're interested in becoming a note investor and take your share of its golden egg of opportunities and possibilities. But there's a slight problem: how do you start? In this episode, Dan Deppen shows you the ropes on how you can start strong...

If you're new to the note space or planning to do it actively any time soon, then you tuned in to the right episode. Becoming a note investor comes in five distinct phases. Each of these steps represents a specific area of learning that ever aspiring active note investor has to go through in one form or another. Listen in as Dan Deppen goes through each of these phases and throws in some actionabl...

Buying notes is one thing; taking them through its life cycle takes a whole different skill. In this episode, Dan Deppen lets us in on some of the systems and processes that he uses in his notes business, particularly on the twelve stages of a note deal. He breaks down each of these stages and how he uses his CRM to track the status of a deal. By grouping notes in these stages, investors can get a...