American IRA will be hosting Jamie Bateman, founder of Labrador Lending, for a webinar on mortgage note investing within a Self-Directed IRA. Through a real-world Alabama mortgage note investment, Jamie will share how a performing loan turned into a five-year asset management challenge involving bankruptcy, foreclosure, and unexpected complications.

The discussion explores how borrower defaults, loan modifications, legal proceedings, and property sales can impact cash flow, expenses, and investment returns. Attendees will also learn key considerations when evaluating individual mortgage notes, professional asset management, and mortgage note funds as part of their retirement strategy.

What You’ll Learn

Passive for Whom?
Explore the difference between owning an individual mortgage note, hiring an asset manager, and investing through a professionally managed fund. Understand who handles the work when problems arise and why a passive investment experience still depends on active management behind the scenes.

When Payments Stop
Follow Jamie’s Alabama case through borrower default, bankruptcy, foreclosure, and the eventual property sale. Discover how changing circumstances can extend an investment’s timeline, interrupt income, and require an entirely different exit strategy.

Before You Commit
Identify the questions self-directed investors should ask about collateral, lien position, potential expenses, access to capital, and management experience. Connect those answers to your retirement account’s cash needs, investment timeline, and tolerance for uncertainty.

Register to Access:

• Early Access Recording.

• A First Look at What’s in The Works.

• Get Expert Answers.

Save the Date: December 16th at 12:00 PM ET