Mortgage Note Summer School

[Terrence Evans]

Have you wanted to invest in real estate but thought that California real estate is too expensive? Have you wanted to invest in real estate without the fear of toilets, trash, and tenants? Do you have questions about notes but you were either afraid to ask or did not know who to ask?

Mortgage Note Summer School (MNSS) is a two-day interactive, hands-on virtual workshop that teaches YOU how to be the bank through the power of mortgage note investing.

Mortgage Note Summer School is the brainchild of Terrence Evans, founder of Terreva Investments and the Monthly Brunches of Notes meetup group based in metro Los Angeles, and Saprina Allen, note industry veteran and President of Main Street Asset Solutions, Inc. It was conceived first as a natural progression of Terrence's meetup group and second as a means to assist new, struggling note investors.

Workshop Agenda

Saturday, August 1st:

• Mortgage Notes—An Overview
• Getting Started
  • Funding Sources and Self-Directed IRAs (Conducted by Belinda Savage)
  • Entity setup (Conducted by Susie Berg)
  • Asset protection (Conducted by Cheri Hill)
  • Establishing your team
• Sourcing Notes / Evaluation of a Tape
• Performing Proper Due Diligence

Sunday, August 2nd:

• Evaluation of Potential Exit Strategies
• Closing your note deal
• Note servicing and managing your borrower
• Executing your Exit Strategy
• Staying in Compliance with Regulations / Potential Challenges to Note Investors