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Home / LATEST ARTICLES ABOUT NOTES

LATEST ARTICLES ABOUT NOTES

Taxes

All About Liens and Risk Exposure

Why should I worry about Liens?  Are some Liens more important than others?   Can a Lien lead to the loss
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Taxes

All About Property Taxes

As a Note investor, why should I care about Property Taxes?  Did you know that unpaid property taxes can result in
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Note Investment Strategies

What is a Partial and how do you add Partials to your investment tool kit?

Have an existing Note and need short term cash?  Looking for a short-term source of cash flow?  Have limited
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Note Investment Strategies

Transition from Rentals to Notes and Double your Return!

So, you have built a successful rental portfolio over the past few years, but have you noticed your return has been
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Note Investment Strategies

Self-Directed IRAs – What is it and Do I need one?

A Self-Directed IRA account gives you greater control over your investment choices, allowing you to explore options
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Newsletter

Newsletter – April 2026-“Note Investment Strategies”

ALL ABOUT NOTES NEWSLETTER - APRIL 2026 Welcome to April and hopefully your weather is warming up and the
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Selling Your Note

How do I sell my Note? (part 1 of 2-Preparation to Purchase Agreement)

So, you have enjoyed the monthly payments from your Note for years, but now you are looking to make a bigger investment
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Selling Your Note

How do I sell my Note? (part 2 of 2-Purchase Agreement to Cash in the Bank)

So, you have finished the offer process and decided on a Buyer.  What are the next steps and how long do you have
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Selling Your Note

Understanding the Value of a Seller-Financed Note

If you’ve created a seller-financed note, you’ve essentially become the bank. But unlike banks, most individual sellers
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Newsletter

Newsletter – March 2026-“Selling Your Note”

ALL ABOUT NOTES NEWSLETTER - MARCH 2026 Welcome to March and hopefully spring is right around the
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Creating Your Note

How to set-up your Note to ensure success and maximize future value!

    So you have decided to sell your home with seller financing, how do you structure the note to ensure
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Creating Your Note

Negotiating the right Note Terms is key to your investments long-term performance!

  The strength of a note is not accidental—it is engineered. By negotiating the right down payment, interest rate,
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Creating Your Note

Why Use Professionals When Creating a Mortgage Note?

  Seller financing offers flexibility with agreement of terms and can provide attractive returns. However, the true
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Managing Your Note

It’s the new year, what should I be doing with my Note?

  While you have been enjoying the monthly payments from your borrower over the last year, there are some key
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Managing Your Note

Escrow Accounts for Taxes and Insurance: A Guide for Small Private Lenders

  Many private lenders overlook escrow until there’s a problem. Learn how escrowing taxes and insurance can
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