Selling Performing Notes to Fund Your Next Real Estate Project — Experiences?

[Victoria OHare]

Hi BP Community,

I’m curious how other investors are navigating performing residential mortgage notes. Some investors sell notes they hold to unlock liquidity for new flips or investments, while others prefer to hold them for ongoing cash flow.

A few discussion questions:

- Have you sold performing notes before? What influenced your decision?

- How do you handle due diligence on smaller notes versus larger pools?

- What lessons have you learned in pricing or timing the sale of notes?

Thank you!