Note Investing Due Dilligence - Gathering Tax Information

Thursday, February 25

In this article I will tackle a relatively simple but important topic, how to best go about gathering accurate county tax data for a collateral property as part of pre-purchase due diligence.  (For a broader discussion of due diligence activities, see my blog post Due Diligence for Notes - Tax an...


Doing the Math on Mortgage Notes

Tuesday, January 20

IntroductionIf you are investing in notes, it is essential the you know how to do the related math.  There are a handful of basic financial calculations which I use personally on a daily basis.  While the math behind the calculations can be done by hand with some knowledge of advanced math, there...


Due Diligence for Notes - Tax and Title

Thursday, September 11

Tax and title are key elements of due diligence for note investments.  Purchasing a note without checking tax and title is gambling, plain and simple.  While sellers of notes are generally well intentioned, their information with regard to lien position and taxes due should be taken at face value...


Evaluating NPN Exit Strategies

Saturday, August 16

This post builds on my earlier posts in the series: An Introduction to Note Investing and Elements of NPN investment Evaluation.  In this post I discuss how a potential non-performing note (NPN) investment can be evaluated against a number of possible exit strategies.  I should point out that in ...


Elements of NPN Investment Evaluation

Sunday, August 03

This post builds on information provided in Part 1 of the series and covers some basic information required in the analysis and evaluation of non-performing note investments.Like traditional real estate investing, evaluation of a potential non-performing note investment is part art and part scien...


An Introduction to Note Investing

Friday, July 25

From time to time I see posts on BP by members wishing to learn more about note investing.  Unfortunately there seems to be a shortage of information on the subject, especially on the topic of non-performing notes. This type of knowledge can be difficult to come by so I thought I would take a cra...