In this episode we discussed Jay's background and experience in the real estate business, with a focus on his strategies for acquiring and managing loans, and his approach to assessing loan applicants. We also shared our experiences during the Covid-19 pandemic's impact on our loan portfolios, our portfolio strategy, and the importance of risk management and transparency in business operations. Additionally, we discussed unique situations where they helped family members and other individuals, and the potential for fraud and the responsibility to prevent it. Connect with Jay: https://cassidyinvestments.com/   Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

Signup for the free workshop on Buying Notes in 2024: https://us06web.zoom.us/webinar/register/WN_icJlapkYQ_CkU8FBJREeJw   Note Accelerator small group coaching program: https://www.fusionnotes.com/livetraining

Axel Meierhoefer was a former Air Force officer turned real estate enthusiast. His journey, from military service to executive roles, took a pivotal turn during the 2009 Great Recession, leading him to discover the potential of real estate investing. Inspired by his success, Axel mentors clients through his IdealWealthGrower™ strategy and offers practical insights and success strategies with the Ideal Investor Show to help listeners reach incredible possibilities that a portfolio of assets and passive income can bring to you and your family. Dan and Axel discussed Axel's diverse background, including his experience in the Air Force, software company, and real estate investing. They also delved into the intricacies of real estate investment, the importance of understanding the market, and the concept of outsourcing property management. Lastly, Axel shared his company's real estate investment strategy, the process of finding reliable turnkey service providers, and his approach to building a successful property portfolio. Connect with Axel and subscribe to his Ideal Investor Show here: https://idealinvestorshow.com/ Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

Martin is a full time employee at Amazon in Seattle, an agent, and an active real estate investor. Dan and Martin discussed their experiences and strategies in real estate investing and house hacking, including the potential benefits and challenges of these approaches. They also shared their approaches to time management and outsourcing tasks to increase efficiency in pursuing personal interests and projects. Lastly, Marty introduced various personal development resources he finds beneficial, and encouraged everyone to pursue their passions and build a successful career. You can connect with Martin here at House Hack Seattle: https://househackseattle.com/agent/martin-krimmel   Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

In this episode, Dan Deppen discusses his recent busy weeks and then dives into the topic of loan hypothecations. He explains that a hypothecation is when a loan is collateralized by another loan, and he shares how he sets up hypothecated loans and the advantages for the operator. He also discusses the risks involved and provides tips for finding suitable loans for hypothecations. Dan emphasizes the importance of communication with investors and staying on top of bookkeeping. Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

In this episode Dan provides a recap and lessons learned from the Diversified Mortgage Expo (DME). Topics covered include new note investing models, seller finance, buying notes in NY, and much more.   Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

Brett Swarts from Capital Gains Tax Solutions discussed the concept of a deferred sales trust and its benefits for high net worth individuals to defer capital gains taxes on various assets. He shared his entrepreneurial journey and how he discovered this strategy, which has allowed him to teach others about it. The discussion also covered the flexibility of deferred trusts for investment purposes, the potential to invest in various assets, and the possibility of business owners using it to minimize tax liability.   Connect with Brett: https://capitalgainstaxsolutions.com/   Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

In this episode Dan recaps his recent trip with an entrepreneur group to Playa Del Carmen Mexico and brings you some of his key learnings from the event.   Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

This week I spoke with Justin Bogard from American Note Buyers. We talked about how the note market has evolved, his shift in focus from non-performing to performing loans, and several of his lessons learned from years in the note industry. Connect with Justin: https://www.anbfunds.com/home Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

This week I spoke with Chris Seveney. Chris and I both started buying notes around the same time and in this podcast, we discussed cutting our teeth buying land contracts in 2018 and 2019. Note investing was a bit different back then, and we shared many of our more chaotic anecdotes about our experiences with unusual deals, foreclosures, and court hearings. Connect with Chris: https://7einvestments.com/ Are you Ready to work with Dan to accelerate your note-investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the 5 FREE steps to buying your first note and sign up for the email newsletter:https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

Alex Goldovsky joined the podcast to discuss his role as a CEO in three companies focused on improving real estate market efficiency, with a particular emphasis on AI technologies and blockchain potential. We explored the application of machine learning and computer vision in document analysis, the potential of automation in data extraction, and the implementation of a fee extractor in their loan file system. The conversation also touches on the challenges and opportunities in entrepreneurship, the importance of human input in AI technologies, and the potential for further developments in real estate technology.   Alex's companies: PROTITLE USA: https://protitleusa.com/ DOCSOLUTIONUSA: https://docsolution.com/ ONE DILIGENCE: https://onediligence.com/   Ready to dive in and work with Dan to accelerate your note investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the 5 FREE steps to buying your first note and sign up for the email newsletter:https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

Marco Bario, from Porch Swing Funding, joined me to discuss his unconventional career journey from the film industry to note investing, his approach to learning through trial and error, and his experiences with seller financing. We also explored the appeal of a tax planning strategy involving installment sales and Marco's successful approach to pay-per-click advertising. Lastly, we discussed the upcoming Creative Finance Summit in Columbus, Ohio, which is coming up this weekend April 26-28.   Mario's links: CREATIVE FINANCE SUMMIT: https://regoddess.com/the-creative-finance-summit/ PORCH SWING FUNDING: https://porchswingfunding.com/   Ready to dive in and work with Dan to accelerate your note investing journey? SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners Get the 5 FREE steps to buying your first note and sign up for the email newsletter: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com

In this episode Dan discusses his future plans for note investing, the current market conditions, and the potential for growth in the seller finance market. He also addressed the challenges and inefficiencies of the current model of buying and selling assets, suggesting the need for a more accessible mechanism for people to become aware of and list their assets. Lastly, he discussed the potential solutions for improving the seller finance market, including a standard due diligence process, a grading system for notes, and easier access to seller finance notes. Want to learn more about note investing? Get the 5 FREE steps to buying your first note and sign up for the email newsletter: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com Ready to dive in and accelerate your note investing journey? PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

In this episode, Fred and Tracy joined to provide us with a deep dive on the current state of the seller finance market. They discussed the trends and factors in the seller finance real estate market, with a focus on the increasing volume and value of seller-financed commercial and land notes. They also examined the top 10 states for seller financing and the potential impact of changes in interest rates on the real estate market. Lastly, they highlighted the opportunities in the note industry and announced their upcoming training workshops for those interested in learning more about this growing field.  Get the slides: www.noteinvestor.com/stats   Want to learn more about note investing? Get the 5 FREE steps to buying your first note and sign up for the email newsletter: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast  WEBSITE: https://fusionnotes.com  Ready to dive in and accelerate your note investing journey? PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan  NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/  SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

Dan and Brett from Paper Stack discussed the state of the note business and their experiences using their platform for transactions. They also delved into market trends, the increasing cases of mortgage defaults, and the use of artificial intelligence in managing and selling land notes. Furthermore, they explored the development of a new system to automate and streamline the transfer and indexing of legal documents, a new tool for comprehensive summaries of important parts and updates of trades, and a new auction-based system to speed up deals. Lastly, they discussed the challenges of their current system and the development process of software, focusing on the roles of developers and designers.   Paperstac website: https://paperstac.com/ Work with Dan Deppen: 5 FREE steps to buying your first note: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

In this episode Darlene shared her experiences in real estate investing, highlighting the importance of mindset and adaptability in navigating market cycles. They also discussed the challenges faced by those in the real estate business, the importance of actual conversations and negotiation skills, and the concept of vision boards and affirmations for long-term goal setting. They emphasized the limits of human management and processing capabilities, the influence of hidden beliefs on actions and decisions, and the importance of maintaining balance in life. Finally, they discussed the concept of understanding and aligning with one's highest values to motivate action. Connect with Darlene: WEBSITE: https://darleneroot.com/ Sign up for the Next Level Summit, April 27-28, 2024: https://darleneroot.com/nls/ Work with Dan Deppen: 5 FREE steps to buying your first note:  https://fusionnotes.ac-page.com/newsletter-signup-page-podcast WEBSITE: https://fusionnotes.com PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

I sat down with Nathan Turner to discuss the upcoming Diversified Mortgage Expo. Nathan has extensive experience with note investing dating back to the beginning of the financial crisis. We talked about his experiences getting started, investing in notes from Canada, the origins of ax throwing, takeaways from the Papersource Seminar with Tom Henderson, and many other topics. Nathan's website: https://www.canadiannoteguy.com/ Diversified Mortgage Expo (DME): https://diversifiedmortgageexpo.com/ 5 FREE steps to buying your first note: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast  WEBSITE: https://fusionnotes.com PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/ SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

In this episode, Dan shares some of the key learnings and takeaways from the recent Paper Source seminar in San Antonio, taught by Tom Henderson.   Get the 5 FREE steps to buying your first note HERE   WEBSITE: https://fusionnotes.com   PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, NOTE INVESTING GAMEPLAN   Tom's website: https://hpnotes.com/

Recently I came across some journals I kept in 2017 and 2018, when I first discovered note investing, began learning, and then started doing deals. Some of the advice was spot on, and some was total garbage. Now that I have 100+ note deals under my belt I take a look back at the good, the bad, and the ugly of my initial learnings in note investing.   VIRTUAL WORKSHOP March 8-10, 2024! Learn how to Buy, Analyze, Manage and PROFIT from First Position Mortgage Notes. This virtual event includes 3 days of note training and includes the recordings so you can watch again later. Sign up HERE.  Get the 5 FREE steps to buying your first note here: https://fusionnotes.ac-page.com/newsletter-signup-page WEBSITE: https://fusionnotes.com PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

This week DJ joins to talk about a unique subject in note investing: foreclosure from the perspective of the borrower, and advice to borrowers on what they should do and what they shouldn't when facing foreclosure. Facing foreclosure has to be a daunting experience, to say the least. It's stressful, and emotional, and with your primary residence on the line the stakes are high. DJ takes us through how to manage these situations, which he also covers in his new book, The Foreclosure Fix: 12 Proven Steps to Beat the Bank, Escape Foreclosure, and Turn Your Property into a Profitable Asset. Link to book: https://www.amazon.com/Foreclosure-Fix-Proven-Property-Profitable/dp/B0CRJZ31MB How to find DJ: https://theforeclosurefix.com/ https://www.linkedin.com/in/djolojo/ https://www.facebook.com/Djolojo/ https://twitter.com/dj_olojo  https://www.instagram.com/dj_olojo/   Get the 5 FREE steps to buying your first note here: https://fusionnotes.ac-page.com/newsletter-signup-page WEBSITE: https://fusionnotes.com PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan