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Updated almost 5 years ago on .

User Stats

145
Posts
71
Votes
Terrence Evans
  • Investor
  • Lomita, CA
71
Votes |
145
Posts

Note Newbies: Come to Mortgage Note Summer School in 2 weeks!

Terrence Evans
  • Investor
  • Lomita, CA
Posted

http://www.note-summer-school.com

Mortgage Note Summer School is the brainchild of Terrence Evans, founder of Terreva Investments and the Monthly Brunches of Notes meetup group based in metro Los Angeles, and Saprina Allen, note industry veteran and President of Main Street Asset Solutions, Inc. It was conceived first as a natural progression of Terrence's meetup group and second as a means to assist new, struggling note investors.

Neither Terrence nor Saprina are full-time workshop presenters (aka "gurus") who hide out in their ivory towers. They are both active investors who are dedicated to integrity and transparency. MNSS attendees will hear the unfiltered truth and insights that Saprina and Terrence can give. Attendees to MNSS will learn the same processes, tools, and techniques that they use in their daily investing lives. Their ultimate goal is to help attendees understand the nuances and best practices of note investing (there are alot of them) so that they can be successful without breaking the bank. Straight Talk. No BS.

Workshop Agenda

Saturday, August 1st:
  • Mortgage Notes—An Overview
  • Getting Started
    • Funding Sources and Self-Directed IRAs (Conducted by Belinda Savage)
    • Entity setup (Conducted by Susie Berg)
    • Asset protection (Conducted by Cheri Hill)
    • Establishing your team
  • Sourcing Notes / Evaluation of a Tape
  • Performing Proper Due Diligence
Sunday, August 2nd:
  • Evaluation of Potential Exit Strategies
  • Closing your note deal
  • Note servicing and managing your borrower
  • Executing your Exit Strategy
  • Staying in Compliance with Regulations / Potential Challenges to Note Investors
Offering