@Samuel HostonIn my opinion, smart note investing goes much deeper than analyzing spreadsheets of non-performing notes forwarded to you from a note finder.Just thinking out loud, some key fundamentals I would emphasize to a newbie note investor:1.

I was simply qualifying that it's not possible in many places and emphasizing that you have a fairly unique situation there in parts of the U.S.A. ...

In addition to my professional career; I am actively participating in multiple organizations emphasizing leadership, self development, public speaking, entrepreneurship, and financial education.Look forward to working with you,Tom

Emphasizes social networking.

Not trying to be contentious, just emphasizing that (in my region) sellers and assignees are very intelligent and risk adverse.

Next year, I hope to increase that to $1.5M ... still 10 - 12 projects and am working my systems to handle the increase.What skills, traits, and experience do you emphasize with your PMs?

Not to generalize too much, but high-earners in their late 40's to early 60's often have surplus funds.You have done some successful flips, so summarize your track record in a couple of pages for sharing with these potential investors, emphasizing the relative safety of the investment via the low LTV, your successful track record, and the short holding period.Offer them 10% interest, bring 10% of your own money.

Bottom line, it is legal, but its walking a fine line between legal and illegal, but if the agent is uncomfortable, I can understand, and emphasize with him.

@Jay HinrichsThank you for re-emphasizing that.

So my instinct would be to play that up just a bit in your marketing - exactly how you say it would be dependent on the tone of your marketing piece, but basically use it to emphasize "hey!