Paperstac podcast is a weekly (30 minute) podcast covering current mortgage note industry news with commentary from our team of experts. We cover strategies, tips & expert secrets to help you improve YOUR note investing portfolio while mixing in commentary on what you should be doing now in your note business. Subscribe below or watch it on Youtube!
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In this episode of the Paperstac Podcast, Rick Allen and Brett Burky dive into essential note investing habits that new note investors need to know to succeed. After attending conferences and navigating hurricanes, they're back to share practical tips that will help you as note investors develop a consistent strategy in the note investing business. From reviewing deals and creating efficient workflows to networking effectively and leveraging technology, they cover a range of strategies that seasoned note investors use every day.Whether you're just getting started as a note investor or looking to refine your note investing habits, this episode is packed with valuable advice to help you grow your note investing career.Chapters:0:00 Intro0:05 Why We've Been Away0:34 Conference Insights (Five Star and Land Scaling Summit)1:56 Hurricanes and Their Impact2:00 New Note Investor Habits2:42 The Importance of Consistency for New Note Investors3:32 Scheduling Deal Reviews4:35 Enterprise Sales and Deal Hunting Tips7:00 Networking for Note Investors8:40 The Power of Conferences and Meeting Key Players11:00 Leveraging Your Time at Conferences13:10 How to Build Consistency in Deal Reviews15:50 Understanding Deal Research and Due Diligence19:00 Tracking Market Trends and Inventory20:50 Using Technology for Deal Tracking24:00 Finding Hidden Deals Through Expired Listings26:00 The Importance of Networking and Technology28:00 Closing RemarksFollow Us On These Platforms:
In this episode of the Paperstac Podcast, hosts Rick Allen and Brett Burky sit down with JT Olmstead, a land investing expert, to dive deep into land investing and the creation of land notes. JT shares his journey into the land note business, his strategies for finding profitable deals, and how technology is transforming the land investing industry. Whether you're new to land investing or a seasoned pro, this episode provides valuable insights into building a successful land note business.
In this episode, we dive deep into the world of partial mortgage notes with the experts, Fred and Tracy Rewey. Whether you're new to note investing or looking to refine your strategy, this episode is packed with valuable insights and actionable advice. Learn about the basics of partials, the Reweys' journey into the note space, and how you can leverage partials to optimize your investments. Don't miss out on this wealth of knowledge!Chapters:0:00 Introduction0:08 Welcoming Fred & Tracy Rewey0:40 The Reweys' Background in the Note Space1:47 How Fred and Tracy Got Started in Notes2:52 Transition from Institutional Work to Independent Note Buying4:19 Benefits of a Note Investing Lifestyle5:16 The Importance of Learning Both Sides of Note Investing6:05 Introduction to Partials and Their Power6:35 The Reweys' Educational Programs and Giving Back7:01 Overview of Their Master Classes and Membership Program8:26 Deep Dive into Partial Note Transactions10:00 Understanding Different Roles in Note Buying11:08 What is a Partial Note?12:12 Real-Life Example of a Seller-Financed Note13:09 Buying a Note: Full vs. Partial14:00 Partial Note Strategy Explained16:11 How to Structure a Partial Note Purchase18:00 Common Questions about Partials Answered20:21 Handling Payoffs and Reassignments in Partials22:07 Using Third-Party Servicers in Note Transactions23:33 Buy Full, Sell Partial Strategy24:52 Infinite Returns: Example of Selling a Partial for More Than Purchase Price27:05 Real-Life Example: Profits from a Partial Payoff29:38 Using Tools Like Partials in Your Note Investing Toolbox31:01 Why Listening is Key in Negotiations33:30 Additional Strategies for Maximizing Returns on Partials35:12 The Importance of Proper Training & Application37:28 Fred & Tracy's Membership Program Details39:10 The Value of Ongoing Note Education & Community Support40:20 Future of the Note Industry42:00 Understanding Current Market Cycles in Note Investing43:03 Final ThoughtsFollow Us On These Platforms:
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Rick Allen and Brett Burky discuss essential note investing tools, emphasizing the use of spreadsheets like Excel, a centralized storage location, CRM systems for asset management, and automation tools like Zapier, showcasing practical insights for managing mortgage notes effectively.Note Investing Tools Key Takeaways:➤ Excel or Google Sheets are crucial for calculations and data organization.➤ A centralized storage location like Dropbox is essential for asset files.➤ Utilize CRM systems like Podio for efficient asset management.➤ Automation tools such as Zapier or Make can streamline workflows and document generation.➤ Networking tools like LinkedIn and BiggerPockets are valuable for connections.➤ Explore emerging AI tools for enhancing data management and processing.➤ Continuous learning and exploration of new tools are vital for effective note investing operations.__________________________________Chapters: 00:0000:45 Note Investing Tools2:35 The Essential Spreadsheet3:00 Microsoft Excel vs. Google Sheets3:33 Importance of Centralized Storage3:57 Document Custodian for Collateral Files4:45 CRM Systems for Asset Management5:20 Rick's Experience with Podio6:28 Importance of CRM for Asset Management7:02 Tracking Costs with QuickBooks7:25 Early Tracking Systems8:04 Modern Tools and AI8:39 Paperstac and AI Integration9:00 Loan Servicing for Collections________________________________________
In this video, Brett and Rick delve into the key differences between CFDs, mortgages, and deeds of trust.Mortgage notes, deeds of trust, and contracts for deeds are all common security instruments in real estate investing. However, their differences can be a bit tricky to understand. We're here to simplify them for you.Rick and Brett also share valuable insights and experiences from the recent Diversified Mortgage Expo (DME) in Nashville. They cover everything from key takeaways and event highlights to detailed discussions on real estate investment strategies. This episode is full of essential information for both beginners and experienced investors.Join us as we delve into the details of contracts for deeds, mortgages, and deeds of trust in this edition of the Paperstac Podcast.________________________________CHAPTERS:0:00 Intro0:05 DME Event Recap1:44 Fun Activities at DME: Axe Throwing Competition2:44 The Importance of Technology in the Industry3:20 Insights on Land Investments3:50 Learning about Syndications5:01 Networking at Conferences5:58 Attending as an Attendee vs. a Vendor6:06 Differences Between Contract for Deed, Deed of Trust, and Mortgage8:00 Detailed Discussion on Contract for Deed10:00 Legal Nuances and Recording Procedures12:00 Deed of Trust vs. Mortgage15:00 Tax Benefits and Ownership in Contract for Deed_____________________________1️⃣ Contract for Deed: Buyer makes installment payments, gains equitable ownership, and gets the deed upon full payment.2️⃣ Deed of Trust: Involves borrower, lender, and trustee; trustee holds the title; allows non-judicial foreclosure.3️⃣ Mortgage: Two-party agreement; lender holds a lien; judicial foreclosure required.________________________________________
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In this episode, we talk about buying mortgage notes in your personal name vs an LLC. Discover the pros and cons of investing in notes with your personal name compared to an LLC.Rick Allen and Brett Burky share their insights, experiences, and some unexpected challenges they've faced along the way. Tune in to this episode of the Paperstac podcast for a deep dive into the nuances of buying notes, focusing on whether to do so in your personal name or through an LLC. Join us as we explore the advantages and disadvantages of each approach, offering valuable advice for anyone looking to invest in notes.__________________________________Chapters: 0:00 - Intro0:38 - Brett's Back Injury and Work from Home Days1:03 - The Challenges of Home Renovation and Returns4:55 - Buying Mortgage Notes in Personal Name vs LLC6:01 - Pros of Buying Notes in Your Personal Name7:57 - Cons of Buying Notes in Your Personal Name10:26 - Pros of Buying Mortgage Notes in an LLC14:12 - Cons of Buying Mortgage Notes in an LLC17:25 - Final Thoughts: Personal Name vs. LLC for Note Buying21:35 - Preview of Next Episode: Stages of Note InvestingStay tuned for our next episode, where we will discuss the different stages of note investing, from beginner strategies to advanced tactics. Whether you're new to note investing or looking to level up your game, we've got insights that could save you time and money.________________________________________
Join Rick Allen and Brett Burky on a deep dive into the world of note investing with DJ Olojo, a seasoned real estate investor from Georgia. With over 15 years under his belt as a real estate investor, DJ shares his journey from his very first note purchase to becoming a passive income pro through note investing. This video is a treasure trove of insights for both new and experienced investors looking to expand their portfolios and embrace the passive nature of note investing.What You'll Learn:DJ's transition from real estate to note investing.The strategy behind purchasing three non-performing notes.The importance of education and mentorship in the note space.Advice for new investors stepping into note investing.DJ's approach to overcoming challenges in the industry.DJ Olojo's Inspiring Journey:From the thrill of foreclosure auctions to mastering the art of note investing, DJ's story is a testament to the power of risk-taking, education, and persistence. Discover how he navigated the complexities of the note space to find success and how you can too.Exclusive Insights:Don't miss DJ's valuable tips on scaling up in note investing and the lessons learned from his first transactions. Whether you're just starting out or looking to level up your investment game, DJ's experiences are packed with actionable advice.The Foreclosure Fix:Learn about DJ's upcoming book, "The Foreclosure Fix: 12 Steps to Beat the Bank, Escape Foreclosure, and Turn Your Property into a Profitable Asset." A must-read for anyone looking to navigate the challenges of foreclosure with confidence.Chapters:00:00 Introduction0:05 Meet DJ Olojo, Real Estate Investor1:25 DJ's Real Estate Background2:00 Journey to Note Investing: Transition from Real Estate to Notes3:00 The First Note Purchase Experience5:51 Details of The First Three Mortgage Notes Purchased 6:01 Finding Mortgage Notes & The Results8:06 Learning from the First Note Investments9:11 Scaling in Note Investing10:07 Advice for Aspiring Note Investors11:00 The Value of Education in Note Investing12:29 Hybrid Investing: Real Estate and Notes14:01 DJ's Upcoming Book Announcement16:37 Connecting with DJ & Final ThoughtsFollow Us On These Platforms:
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In this episode, we discuss foreclosure and what to do after the close.➤ Don't forget to like, comment, and subscribe to our channel for more captivating content on mortgage notes and real estate investing.SUBSCRIBE HERE:
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