by JKP Holdings LLC
Note Investing Podcast by JKP Holdings is all about sharing, learning and supporting the Real Estate Note Investor and Note Creator community. From Beginners to advanced investors, we break it down sharing ideas, strategies and issues Buyers and Sellers run into. We have been in the note space since 2010 and utilize our knowledge and connections to talk all subjects of Note investing. From those tired of being a landlord or those who find the paper business ideal, this podcast is for you! Be sure to leave a review and a comment. We look forward to having you long our Note Investing Journey!
Language
🇺🇲
Publishing Since
10/20/2019
Email Addresses
1 available
Phone Numbers
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April 19, 2025
<p>Sponsored by Call The Underwriter, go to calltheunderwriter.com/jpk and get a free seller finance deal toolkit! To obtain this week's Real Estate Notes Show guest Mary Hart's information, use this link <a href="https://bit.ly/4lnetnx" target="_blank" rel="ugc noopener noreferrer">https://bit.ly/4lnetnx</a></p><p>In this powerhouse episode, attorney and seasoned note investor Mary Hart breaks down the most misunderstood legal tools in the investing world: trusts. From land trusts and revocable living trusts to irrevocable entities and self-directed IRA strategies, Mary dives deep into how real estate and note investors can protect assets, reduce taxes, and streamline probate. With 34 years of legal experience and a growing private lending business, she shares real-world use cases and mistakes to avoid. Whether you’re buying partials, performing notes, or investing through a trust—this episode is a must-watch.</p><p>Perfect for: note investors, trust newbies, and pros prepping for DME.</p><p>[00:00:00] Show Intro and Guest Update<br />[00:01:12] Spotlight on Seller Finance Notes<br />[00:02:56] Buying Seller Notes at Discounts<br />[00:04:50] Risks in Seller Finance Deals<br />[00:06:04] Why You Should Attend DME<br />[00:07:40] Networking Value at Note Events<br />[00:09:00] Meet Mary Hart, Trust Attorney<br />[00:10:00] How Mary Got into Note Investing<br />[00:12:03] Big Lessons from 34 Years Practicing<br />[00:13:26] Trust Types Every Investor Should Know<br />[00:15:04] Revocable vs Irrevocable Trusts<br />[00:17:03] How Trusts Avoid Probate<br />[00:20:12] Step-Up Basis Explained<br />[00:23:04] Land Trusts vs Living Trusts<br />[00:25:34] How Real Estate Investors Use Trusts<br />[00:28:00] Tax Benefits of Trust Structures<br />[00:32:00] Advanced Trusts in Note Investing<br />[00:36:03] Trusts for Fractional Note Ownership<br />[00:39:01] Trust vs LLC for Asset Protection<br />[00:44:10] Real World Land Trust Use Cases<br />[00:47:45] Final Q&A and Trust Tips<br />[00:55:01] How to Choose the Right Attorney<br />[01:00:56] Mary’s Lending Business & Market Outlook<br />[01:04:52] Closing Thoughts and DME Preview</p>
April 5, 2025
<p>In this packed episode, the hosts dive deep into the rapidly growing world of <strong>note hypothecation</strong>, partial notes, and funding strategies for note investors. Guest <strong>Justin</strong> shares how he legally wraps mortgages with full bank approval, and how he's secured financing from five different small banks by collateralizing his note portfolio. You'll learn how to pitch banks, what documentation to prepare, and how to make your notes bankable—even without selling them.</p><p>If you're a <strong>note investor, creator, or broker</strong>, this is a must-watch episode that could completely change how you fund your deals. Whether you're new or seasoned, you'll walk away with actionable tips and new strategies to grow your note business in 2025 and beyond.</p><p>To obtain this week's Real Estate Notes Show guest Justl's information, use this link https://bit.ly/3QSnbfA**Never Miss a Live Show**, </p><p>Add our Calendar to yours! </p><p>Google - <a href="https://bit.ly/3Djr8GL " target="_blank" rel="ugc noopener noreferrer">https://bit.ly/3Djr8GL </a></p><p>Apple/Outlook - <a href="https://bit.ly/3Dhj9ty" target="_blank" rel="ugc noopener noreferrer">https://bit.ly/3Dhj9ty</a></p><p>We Buy Notes go to our site for more information! <a href="https://jkpholdings.com/borrow-against-a-note/" target="_blank" rel="ugc noopener noreferrer">FAQs and Submit Your Note</a></p><p>Watch this video on Youtube: <a href="https://www.youtube.com/playlist?list=PLGsZ7zRWtCU2AuCGtGVJn6zAa3giBtvaT" target="_blank" rel="ugc noopener noreferrer">Watch Video</a></p><p>Our new Website Updated Tools, Resources, Bid Calculator, Education and over 100 assets for sale: <a href="https://www.jkpholdings.com/note-investor-education" target="_blank" rel="ugc noopener noreferrer">https://www.jkpholdings.com/note-investor-education</a></p><p>Youtube Channel: <a href="https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1" target="_blank" rel="ugc noopener noreferrer">https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1</a></p><p>Upcoming Live Webinars: <a href="https://www.jkpholdings.com/webinars" target="_blank" rel="ugc noopener noreferrer">https://www.jkpholdings.com/webinars</a></p><p>DME (Diversfied Mortgage Expo) Note Conference Video Recordings - <a href="https://jkpholdings.com/dme-2023" target="_blank" rel="ugc noopener noreferrer">Purchase</a><strong></strong></p><p><br></p><p><strong>SOCIAL MEDIA</strong></p><p>FB Group: <a href="https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/" target="_blank" rel="ugc noopener noreferrer">https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/</a></p><p>Facebook: <a href="https://www.facebook.com/JKPHoldings/" target="_blank" rel="ugc noopener noreferrer">https://www.facebook.com/JKPHoldings/</a></p><p>Linkedin: <a href="https://www.linkedin.com/company/jkp-holdings-llc" target="_blank" rel="ugc noopener noreferrer">https://www.linkedin.com/company/jkp-holdings-llc</a></p><p>#noteinvesting #mortgagenotes #investor #mortgagenote #realestate #realestateinvestor</p><p>[00:00:00] Show Intro and Guest Update<br>[00:01:00] Influx of Non-Performing Notes<br>[00:02:00] Why Networking Is Everything<br>[00:04:00] Keeping Top of Mind in Notes<br>[00:06:00] Common Performing Note Mistakes<br>[00:08:00] Partial Notes vs Hypothecation<br>[00:10:00] Meet Justin: Note Investor Journey<br>[00:12:00] Discovering Wrap Notes Legally<br>[00:14:00] Legal Lending Limits Explained<br>[00:16:00] Packaging Notes for Banks<br>[00:18:00] Negotiating with Small Banks<br>[00:20:00] Collateralizing a $100K Note<br>[00:22:00] Creating a Banker’s Presentation<br>[00:24:00] Title Companies as Key Connectors<br>[00:26:00] Banks Lending on High-Interest Notes<br>[00:28:00] Can You Hypothecate with Individuals?<br>[00:30:00] Lending and Risks with Private Notes<br>[00:32:00] Using Debt to Grow a Portfolio<br>[00:34:00] Structuring Legal Wrap Note Deals<br>[00:36:00] Texas Advantages for Note Investors<br>[00:38:00] Note Investing in Today’s Economy<br>[00:40:00] Post-Tax Yield and Amortization<br>[00:42:00] What Happens If You Default?<br>[00:44:00] Personal Guarantees and Final Thoughts<br>[00:46:00] The Future of Note Hypothecation<br>[00:48:00] Wrap-Up and Final Takeaways</p>
March 23, 2025
<p>In this episode, the hosts dive deep into the evolving world of <strong>note investing</strong>, discussing the shift toward <strong>wrap notes</strong>, <strong>hard money</strong>, and the increased presence of <strong>note brokers</strong>. With their guest Nate Hair out due to a family emergency, they pivot to a crucial discussion on <strong>how to broker notes the right way</strong>, including what not to do—like blasting borrower data or skipping due diligence.</p><p>They emphasize the importance of adding value when brokering, building relationships, understanding the asset, and why NDAs and spreadsheets matter. Common pitfalls like "joker brokering" and sending out unvetted bulk lists are discussed, along with how to vet real buyers and sellers.</p><p>Later in the episode, they tackle the <strong>myth of buying notes directly from banks</strong>, explaining why this rarely works for individual investors. Instead, they advocate for smarter strategies like direct mail and partial note buying for beginners with limited capital. Finally, they tease upcoming episodes, including hypothecations and trust structures, and encourage participation in the upcoming <strong>Diversified Mortgage Expo (DME)</strong>.</p><p><br></p><p>[00:00:00] Show Intro and Guest Update </p><p>[00:01:12] Shift in Note Investing Trends </p><p>[00:02:04] Upcoming Market Crash Predictions </p><p>[00:02:33] Importance of Networking in Notes </p><p>[00:03:18] Who We Are as Note Investors </p><p>[00:04:08] Diversified Mortgage Expo Details </p><p>[00:05:26] Why You Should Attend DME </p><p>[00:06:01] Sit with Someone New at Events </p><p>[00:07:02] Why NDAs Matter in Note Investing </p><p>[00:08:22] How to Become a Note Broker </p><p>[00:09:42] Mistakes Brokers Make with Notes </p><p>[00:11:26] Key Info to Include in Listings </p><p>[00:12:37] Vetting Real Note Buyers </p><p>[00:13:31] Avoid Becoming a Joker Broker </p><p>[00:14:22] How to Add Value as a Broker </p><p>[00:15:52] Real-Life Note Brokering Examples </p><p>[00:23:00] Why Partials Are Great for Starters </p><p>[00:27:04] Can You Buy Notes from Banks? </p><p>[00:30:06] Why Big Banks Don’t Sell Notes </p><p>[00:34:08] Solving Seller Problems Creatively </p><p>[00:40:46] What Buyers Really Look For </p><p>[00:43:00] Why Stay Onsite for DME </p><p>[00:44:16] Upcoming Guests and Events </p>
Rick Allen & Brett Burky
Dan Deppen
Kevin Shortle
[email protected] (Chris Seveney)
Scott Carson
Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.
BiggerPockets
BiggerPockets
David Greene
BiggerPockets
Joe Fairless
Ken McElroy
All-In Podcast, LLC
Hard Money Bankers- Jason Balin & Chris Haddon
NPR
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