BRUNCH & LEARN Event "Investing in Promissory Notes" SATURDAY!!

[Mathew Owens]

Join us for Saturday morning brunch at OCG Properties "Brunch & Learn" event!

RSVP HERE: Meetup.com Learn How To Be A Real Estate Investor Group

Topic: Investing in Promissory Notes

Date/Time: Saturday, April 8th, 9:00am-11:30am

Price: $25 Pay at the door. Price will cover brunch catering at the restaurant.

Location: 17th Street Bar & Grill - 17320 E 17th St, Tustin, CA

Speaker: Bill Tan, President of BT Investments, Inc. and LAREIA

Bill Tan, “The Barter Man”, is a real estate and mortgage investment expert with over 30 years of experience. His clients rely on his business insight and industry knowledge to buy and sell properties and identify secured investment opportunities which generate a substantial monthly income.

Bill Tan specializes in putting the tough real estate and note deals. His ability to think fast and creatively to develop effective strategies continually amazes clients and students alike. Tenacious, consistent, and professional, Bill brings his unparalleled market knowledge together with an extensive network of local, regional and national contacts.

He is the president of the Los Angeles & Asian REIA (LAREIA) in Los Angeles and the former president of the San Diego Creative Investors Association (SDCIA), one of the largest in the country.

Bill is a featured speaker in the real estate and mortgage investment industry and has appeared on many Internet, radio and TV programs.

Speaker: Gerald Lemoine, President of Lemoine Group, Inc.

As an experienced note investor, Gerald is an expert at acquisition, management and liquidation of performing and non-performing notes nationwide. To date, he has been involved in the acquisition and resolution of over 500 notes with a UPB of $65mm. With an emphasis on Partnering and Joint Ventures he has achieved success in raising capital and producing impressive returns for his partners. Gerald has been involved in real estate since the late 1990's, first as a developer, then later with rentals and the purchase, rehab and sale of investment properties. Prior to the real estate business, Gerald was a project manager for a global heavy industrial general contractor.

Speaker/Host: Mathew Owens, Founder of OCG Properties

OCGProperties.com

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OCG Properties YouTube Channel

We will discuss:

What is a real estate note?

How are they secured by real property?

Are notes on commercial property different than residential property?

What do you like about real estate notes vs. owning the actual property?

What are the pros and cons to buying non-performing notes versus performing notes?

What is your buying criteria when purchasing a performing note? What about a non-performing note?

Returns? Discounts? Loan to Value?

What are the various documents that comprise a typical note investment that you should be aware of?

What is the primary due diligence you do when purchasing a note?

When a note goes into default what are the procedures that are followed to protect yourself?

What servicing companies do you use for your notes? What are the services that you typically expect and what are the servicing costs? Do they handle the defaults/collections as well?

Are private notes different than institutional notes?

Why do banks sell these notes off? Have you seen bulk note packages being sold?

How has the industry changed courtesy of Mr. Dodd, Mr. Frank and the Safe Act?

What have been the major changes that affect note investors?

What impact is technology having on the note industry?

What scale are institutional investors participating in the SFR notes?

Are there websites where you can buy and sell notes that you recommend?

What are you doing within your note portfolio to minimize any downside risk associated with the real estate and financial markets as a whole?

Any helpful hints for a new note investor on what things they should educate themselves on before getting started investing in notes?

We hope to see you there!