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Chart a course towards financial prosperity by booking a consultation. Our online booking system makes it easy to schedule a personalized financial assessment and planning session. Choose a convenient date and time, and share your financial goals and investment aspirations.

FAQS

What is mortgage note investing?

Banks create and sell mortgage notes. Since banks don't want to wait 15, 20, or 30 years for all of the money to come back, they will often sell the 'paper' and I can purchase that paper at a discount because I buy in cash. Would you rather have $100 today? Or $120 in two years?

What are your investment strategies?

We use a variety of risk management strategies to help protect our clients' investments. We buy many lower priced assets to spread any potential risk rather than single assets at time that could jeopardize an entire portfolio. This also allows us to better adapt to all the situations that can occur in this unique investing space.

How is my investment safe?

Your investment is secured by an existing mortgage note valued higher than your investment. That mortgage note is further secured by a tangible piece of real estate valued higher than the mortgage note. This is called 'double-collateralized'.

How do I get started with investing?

The first step is to set up a call with us. We'll identify your goals and start with a commitment letter of what you're looking to invest, what you're looking for in returns, and our rough time frames.