Mortgages and Notes

Two Opportunities That Passive Investors Should be Investing In Now

October 31, 2019

After attending Planning for Prosperity, it is clear that a lot of investors are looking for alternatives to the stock and bond market. Most of those investors are looking for passive investment opportunities in the real estate market.

As an author, podcaster and active blogger, I have consistently been studying and writing about the real estate and real estate finance industry for 9 years. All of my research indicates that there are the two opportunities passive investors who want high returns with low risk should have in their portfolio. Both of these investment opportunities are in the financial instruments of the real estate industry (real estate notes & mortgages).

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Easy Tax-Advantaged Note Investing

October 7, 2019

When it comes to investing, everyone looks for an angle – a way to “beat the market” and get sizable returns with little risk.

Unfortunately, with publically traded stocks and bonds, there is never an opportunity to make a purchase at a discount, below market, or at wholesale.  Of the almost $7 trillion in IRAs, almost all investors chose to invest in lockstep based on advice from paid advisors, money managers, or through personal research.  The fact that you are interested in notes, purchased at a discount, provides a great deal of separation from the masses.

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How to Get Double-Digit Returns in your Self-Directed IRA Without Ever Having to Own Real Estate

February 27, 2019


Finding the right vehicle for investing your IRA funds can be challenging. With the wide range of investment strategies, it’s hard to know which vehicle will provide the highest yield with the lowest amount of risk.  Many self-directed IRA owners chose more common investments such as single-family fix and flips or rentals as their main investment vehicle for their IRA. While those provide decent returns, there is still an element of risk and liability because you have to physically own the asset. Not to mention you’re now dealing with tenants, taxes, and the cost of unexpected repairs on the property. While there is nothing wrong with these vehicles of investing, what if I told you there was an easier way to put your IRA money to work that offered security, collateralization, and double digit returns without ever having to own real estate?

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Whole Note Passive Real Estate Investing

February 5, 2019

I remember as a boy when my Grandmother Anna lived off her bank CDs. She earned a fair interest rate back then while enjoying predictable monthly payments.

Those days seem to be long past, but if you are looking for a low risk secured investment with predictable monthly payouts similar Grandma Anna’s CDs, perhaps becoming a Whole Note Passive Real Estate investor is your solution.

If you are like me, you may have never heard of Whole Note Passive Investing.  Several years ago, I learned and wish I had would have had this knowledge in my twenties when I was just starting out.

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Why Invest in Mortgage Notes?

November 29, 2018


What are the real, tangible benefits of investing in mortgage notes? What are the practical advantages for you?

There are many, including:

  • Passive income and cash flow strong returns
  • Multiplying your capital
  • Concrete security for your capital providing real, and much needed help to homeowners
  • Eliminating many of the challenges of old school real estate investing

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5 Tips for Private Lending to Fix and Flip Investors

September 20, 2017

When most people think about investing in real estate, being the lender rarely comes to mind.   It can be very attractive from a risk reward perspective with typical yields in the upper single digits to low double digits and without the same burden of owning real estate directly.   There are two primary ways to source private lending investments.  1. Direct to borrower 2. Partnering or investing with an existing lending company such as ours. I wanted to share five quick tips on what to look for and do if you intend to lend direct to a borrower to help better protect yourself and your investment. Continue reading…

Client Success Story – Finding High-Yield Investments

August 28, 2017


This month we’re featuring our client, Steve Landaal, VP of Portfolio Management. Steve was born and raised in Wisconsin and describes himself as a huge Packers Fan. He resides in Orlando with his bride Darla of 33 years.

Steve shared with us, after losing money in the stock market and, out of desperation, he decided to seek out a better and safer way to grow his retirement savings which was when he learned about self-directed IRAs and the opportunity to find high-yield investments.

Steve met with Austin Holloway, NuView’s Business Development Manager over coffee. After meeting Steve and Austin realized they shared many of the same values personally and with business. Steve said Austin elevated his game with Self Directed IRA’s and at that point he and his wife decided to place some capital in a NuView Self-Direct IRA. Continue reading…